The Acquirers Podcast cover image

Value After Hours S05 E27: Precautionary Principle; Value Spread Closes; Market and Economy Disagree

The Acquirers Podcast

00:00

The Future of Energy

Banks will seem to be earning pretty well. Because they've got everybody's own like 0.25% cash at call and they're getting 5% on the other side. I think that's actually probably the best bull case for energy, right? If the consumer hangs in and we can stay strong, there's a reasonable possibility oil goes higher than lower as other parts of the world come up.

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