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18min chapter
TIP572: Finding Value in the Oil Market w/ Josh Young
We Study Billionaires - The Investor’s Podcast Network
Confidence, Fear, and the Price of Oil
This chapter explores the relationship between confidence and fear in investment decisions, as well as the influence of price on market narratives. The speakers also discuss the impact of oil prices on the economy and speculate about the possibility of an inflationary recession. They delve into the differences between small caps and super majors in the oil market and how Buffett's picks and large capital management play a role in investing decisions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode