

Unwinding the Oil and Gas Negativity with Josh Young, Founder and Portfolio Manager at Bison Interests
Jan 30, 2024
Josh Young, Founder and Portfolio Manager at Bison Interests, discusses the challenges faced by the Oil & Gas industry in 2023 and provides insights into the potential opportunities in 2024. Topics include the accuracy of oil inventory data, historical similarities in the industry, strategies for small cap companies, predicting oil price rise, and analyzing negative sentiment towards oil and gas investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Oil and Gas Industry Reflection
02:26 • 18min
Analysis of Oil Inventory Data and Its Impact on Market Demand
20:28 • 2min
Similarities between Current State of Oil and Gas Industry and Previous Periods
22:21 • 15min
Strategies for Small Cap Oil and Gas Companies in a Downturn
37:50 • 3min
Predicting Potential Rise of Oil Prices and Factors Behind it
41:16 • 3min
Analyzing the Negative Sentiment towards Oil and Gas
44:09 • 4min