MRKT Call 11/1/2022: Good News = Bad News for the Stock Market; 2023 Energy Outlook
RiskReversal Pod
00:00
Energy
Matt Faxet: Energy used to be a huge component of the S&P 500, but now it's in single digits. You have companies like EOG and Pioneer and Diamondback that are all focusing on these dividends. And we're going to pay out a dividend, which we've never historically done, at least in any consistent fashion. We view that oil is going to be pretty volatile, especially right as we get into 2023,. New sanctions that are coming up on Russia in early December.
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