Judd Arnold from Lake Cornelia Research Management on Offshore and Tidewater $TDW
Yet Another Value Podcast
Is It a Super Cycle for Oil Prices Going to 40?
A lot of people were scarred by the past five, seven years in this space. What breaks the cycle for offshore at this point? Is it only oil prices going to 40 or is there anything else that can kind of stop the rise and send us back to 2014 levels? I don't think oil going to 40 stops. And my note that I put out. I started with the macro and look, I started as a commodity investor so you always start with supply demand.
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