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Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value

The Acquirers Podcast

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The Recession Concerns Drive the Energy Tease

I wasn't expecting that guess to be as cheap as it is right now. But, uh, um, I don't think that the, the, the thesis has really changed over the last months. You can look at operating rigs has been starting to contract on a three to five month basis for the first time since 2020 or so. And, um, yeah, it doesn't surprise me much that, uh, I think you, when you have a commodity cycle, usually you have...

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