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Chris DeMuth's State of the Markets June 2022 (podcast #114)
Yet Another Value Podcast
What Are You Seeing in the Energy Market Right Now?
Jom Brown: I think in the public markets, a lot of stocks don't reflect the curve at all. It seems like it's giving the equitys tons of space to be at least ok, if not good, and then spectacular if the prices kind of hold up. And i think in terms of kind of deglobalization, an war, i mean, i think feeling at war in europe right now, i think we could have a lot more of that before it a lot less.
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