The two biggest players out there in the us, both with stocks that are up in the neighborhood of 50 % year to date. So when you look at chevron and exon mobile, um where do you see them spending their capital? Do you expect that happen again over the next year or so? It's going to have to be from a society basis, from a demand basis, filled by somebody else. And i don't know whether it's a good thing or not.
As rough a year as it's been so far for stocks, there's one industry doing just fine. (0:25) Bill Mann discusses: - Why oil and gas stocks have done well in 2022 - How he expects industry giants like Chevron and Exxon Mobil to deploy capital - Reports that Airbnb is getting ready to exit China - A way U.S. investors can think about getting exposure to the 400 million millennials in China
(13:26) Jason Moser and Matt Argersinger share some lessons from past bear markets and three investment ideas for anyone looking to keep things simple.
Stocks discussed: XOM, CVX, ABNB, SBUX, MCD, YUMC, VYM, VIG, HD
Host: Chris Hill Guests: Bill Mann, Jason Moser, Matt Argersinger Producer: Ricky Mulvey Engineer: Dan Boyd
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