The Market Huddle MH+ Ep.18 : Pat Catches Up With Aidan Garrib
Nov 7, 2023
Aidan Garrib, PGM's Global Macro Strategist, discusses his macro views on the oil sector, market conditions, Canadian bank risks, and US oil production. They explore the impact of central bank balance sheets on asset prices and the potential in the oil servicers industry. They also analyze US oil output indicators and discuss relative mispricing and investment opportunities in oil servicers.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Central Bank Balance Sheets and Asset Prices
02:16 • 14min
Opportunity in the Oil Servicers Industry
16:32 • 2min
US Oil Output Indicators: Flatlining Shale Production and Increasing Total Oil Production
18:39 • 9min
Analyzing Oil Servicers and Introduction to the Guest
27:35 • 2min