AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
TIP468: Why Buffett is Investing in Oil Companies W/ Josh Young
We Study Billionaires - The Investor’s Podcast Network
Is This a Cause for Concern?
Investors don't think that current oil prices and that the forward curve is representative of what the prices are actually going to be. And i think it's very hard for market mechanism to function, particularly for smaller cap producers, because there's not really an incremental buyer. This is potentially one of the best spases to be in both as fundamentals are good. But if you're just able to go anywhere with a lot of value, there will be more places to focus on.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
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