2min chapter

Superinvestors and the Art of Worldly Wisdom cover image

#35: Leigh Goehring On The Generational Opportunity In Energy Stocks Today

Superinvestors and the Art of Worldly Wisdom

CHAPTER

The Role of Neural Networks in Understanding Oil Supply Growth

We believe that the shale has passed their peak in production and now will begin to decline. We're pretty confident that the great era of shale is over in the US. There has been, in fact, we wrote about this about 10 years ago saying that non-OPEC non-US oil supply growth was going to turn negative. And no one believes this and no one understands what's happening in the shale.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode