

The American energy juggernaut
14 snips Mar 14, 2024
Portfolio manager Paul Benjamin discusses the optimistic outlook for the American energy sector, predicts higher oil prices, and highlights the potential for thriving in a capital-starved industry. The podcast also covers insights on energy stock resurgence, impact of US shale oil production, and the future of energy sector investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Navigating the Evolving Energy Landscape
02:25 • 21min
Analysis of Microsoft's Turnaround Strategy and Transition to a Cloud Winner
23:17 • 5min
Investment Misstep in the Video Game Industry
28:02 • 2min
Entrepreneurial Roots and Influential Figures
30:00 • 4min
Exploring the Tech Company's Past and Coach's Football League
33:32 • 3min