TIP491: Macro and the Energy Market w/ Lyn Alden
We Study Billionaires - The Investor’s Podcast Network
Warren Buffett's Strategic Energy Investments
This chapter delves into Warren Buffett's key investments in Chevron and Occidental, assessing their market positions and growth potential in the energy sector. The speakers examine Buffett's strategy of diversifying into energy assets, highlighting the contrarian nature of his approach and a long-term optimistic outlook for these investments.
IN THIS EPISODE, YOU'LL LEARN:
- 01:38 - Why top-line growth was more important than profits in the prior decade for US shale producers.
- 05:37 - Why we have a boom and bust cycle in the oil market.
- 15:31 - Lyn’s thoughts on Warren Buffett’s investments in Chevron and Occidental Petroleum.
- 22:40 - What the OPEC+ cut mean for the oil market.
- 22:55 - What can the west do to lower the price of oil.
- 32:36 - Whether inflation can be fixed without fixing the energy markets.
- 38:47 - What happens if the inflation target of 2% changes.
- 42:49 - Why the FED counterintuitively is not pushing down the bond yields.
- 58:09 - What Powell should do dependent on what he wants to achieve.
- 58:42 - What it means that the US is exporting inflation.
- 1:03:22 - Why the currencies of many emerging economies are appreciating and the Euro, Pound, and Yen are not.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Our interview with Lyn Alden about Gold and Commodities.
- Our interview with Lyn Alden about Global Investment Opportunities.
- Lyn Alden's free website.
- Lyn Alden's premium newsletter.
- Lyn Alden’s blog post, Energy: Area Under the Curve.
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