3min chapter

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#35: Leigh Goehring On The Generational Opportunity In Energy Stocks Today

Superinvestors and the Art of Worldly Wisdom

CHAPTER

The Bearish Consensus About Oil

The shale is the source of massive supply growth. And so there was this torrent of gold supply, but it produced one of the most undervalued markets ever. We have a very, I would call it another very contrarian, contrarian viewpoint about the impact that electric vehicles will ultimately have on the global oil transportation market.

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