#35: Leigh Goehring On The Generational Opportunity In Energy Stocks Today
Superinvestors and the Art of Worldly Wisdom
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The Relationship Between Commodities and Financial Assets
The most marginal companies, those with marginal assets and smaller cap also have by far the greatest amount of upside if prices recover. That's one of the things that our research does is that we try to pick turning points in those deep, vicious bear markets. On a very long-term timeframe, commodities may have never been as cheap as they are today relative to financial assets.
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