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#35: Leigh Goehring On The Generational Opportunity In Energy Stocks Today
Superinvestors and the Art of Worldly Wisdom
The Role of the Neural Network in Productivity Improvements
A number of years ago, there was a common belief in the oil shale that there was this because of changes in completion design. And so what we did is we said, okay, neural network, tell us where these productivity and improvements are coming from. That's interesting to me because if it's this process of high grading that was exacerbated by COVID, then it sets up a clash with the consensus where supplies aren't going to be able to come back online as quickly as most people believe.
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