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Panic Special with Howard - A Hint of Panic Over the Great Roundtrip (EP.190)
Panic with Friends - Howard Lindzon
Is This the Last Gasp, Energy Fake Out?
Energy, relative to tech, is in some kind of pivot point. The longer this goes on, the worse it becomes for fossil fields. I'm hoping that the private markets cool down a little bit and take heed of what's happening in the public markets. These are great companies with great cash flow. But i jus think they were massively overvalued, and everything's getting re priced.
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