#35: Leigh Goehring On The Generational Opportunity In Energy Stocks Today

1

Introduction

00:00 • 2min

2

The History of the Oil and Gas Industry

02:22 • 3min

3

Why I Chose to Work in the Oil and Gas Industry

04:55 • 2min

4

The Risk Discipline of Value Investing in Commodities

07:24 • 3min

5

The Relationship Between Commodities and Financial Assets

10:05 • 3min

6

How to Invest in Commodities

12:42 • 5min

7

The Uninvestable Asset Class

17:17 • 4min

8

The Uninvestable Asset Class of the Stock Market

21:00 • 3min

9

The Death of Equities, Why Inflation Is Killing the Stock Market

24:04 • 3min

10

The Non-Consensus View on Energy Stocks

26:37 • 3min

11

The Growth of Oil in the Non-Oecd World

29:59 • 4min

12

The Role of Neural Networks in Understanding Oil Supply Growth

33:46 • 2min

13

The Role of the Neural Network in Productivity Improvements

35:51 • 3min

14

The Decline of Oil Production in the Shale Gas Fields

38:39 • 3min

15

The Irony of Forward Selling Gold

41:57 • 2min

16

The Bearish Consensus About Oil

43:32 • 3min

17

The Cost of an EV Vehicle

46:15 • 2min

18

The Consequences of a Demand-Supply Balance

48:36 • 2min

19

The Rise of Inflation

50:54 • 3min

20

The Oil Stocks Rebound Strongly, but the Energy Stocks Are Down

53:34 • 2min

21

The Importance of Traveling

56:03 • 4min