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Chris Bloomstran - An Update on Public Markets - [Invest Like the Best, EP.171]
Invest Like the Best with Patrick O'Shaughnessy
Oil Markets and Energy Markets - Is the Big Five a Better Investment?
The big five tek have navigated this with sort of amazing resilience, i think on the other end of the spectrum. We've owned oil and gas in various iterations over the entire history of our firm, and we've done em well. The problem with oil is, and the world learned this lesson in a hurry here this quarter, with opec really existing in perpetuity with a sword over the head of the industry. And so you're saudy arabian, you see this and forever saddy. Most of these nations that participate in opeck are very dependent upon oil and gas wich meet their federal budgets,. in their spending needs....
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