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21min chapter
The American energy juggernaut
Capital Ideas Investing Podcast
Navigating the Evolving Energy Landscape
The chapter explores the speaker's investment philosophy focusing on growth at a reasonable price (GARP) investing, particularly in energy-related investments. It discusses the impact of US shale oil production on the global energy landscape, predictions of a slowdown in US oil production growth, and the effects of the COVID-19 pandemic on energy demand. The conversation further delves into American Energy Exceptionalism, challenges in energy pricing, reasons behind high gasoline prices in the US, and the potential future of the energy sector as an investment.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode