On The Tape with Danny Moses cover image

Adam Parker: Margin Expansion = Multiple Expansion

On The Tape with Danny Moses

00:00

Navigating the Future of Oil Demand and Valuation Challenges

This chapter explores the energy sector's dynamics, focusing on oil demand forecasts and the implications of AI advancements. It discusses potential peak oil demand by 2030-2031 and highlights challenges in valuation and investment strategies in light of changing vehicle models and electric vehicle adoption.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app