When Markets Break Episode 3 | Arjun Murti, Former Head of Energy Equity Research, Goldman Sachs
SmarterMarkets™
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Oil and Gas - Are You Seeing the Investment Problem?
CNN's John Defterios spoke with Goldman Sachs analyst Chris Riddell about his oil call. He said many companies were missing their production growth forecasts by the entire amount every single year. That can be a warning of, hey, look, even that we're not seeing the investment we need to produce the supply," he says.
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