Bloomberg Businessweek

Chevron to Buy Hess for $53 Billion; How To Invest in China

Oct 23, 2023

Topics include investing in China, the Chevron-Hess deal, the Israel-Hamas conflict, reducing carbon emissions, AI in creativity and trust, the declining trend of China trade, open source and AI, and opportunities in equity.

50:37

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Quick takeaways

Investing in quality stocks is crucial in the current market paradigm of higher inflation and interest rates.

Small caps and healthcare present opportunities for investors despite recent underperformance.

The market faces challenges due to the new paradigm of higher rates and inflation, and a recession is inevitable at some point.

Deep dives

Importance of Selecting Quality Stocks

In the current market paradigm of higher inflation and interest rates, investors need to be more selective and focus on quality stocks. Quality stocks are characterized by strong balance sheets, free cash flow generation, and proven management teams.

Introduction

2min

Current activity and trends in the energy space

9min

China's Declining Trade and Economic Concerns

17min

Discussion on Mini-So, Launch of CGRO ETF, and ExxonMobil's Solutions

2min

The Role of AI in Unlocking Creative Thinking and the Importance of Trust

2min

Navigating Alliances and Risk in the Israel-Hamas Conflict

13min

Implications of Distractions and US Involvement

2min

Trust in Technology and the Power of Open Source

9min

Opportunities in Equity and the Long-Term Outlook for the Economy

2min

Bloomberg Markets Anchor Alix Steel reports on Chevron agreeing to buy Hess for $53 billion, a deal aimed at boosting production growth as the US oil industry bets on an enduring future for fossil fuels. Ben Harburg, Managing Partner of MSA Capital and Bloomberg News Global Economy Reporter Enda Curran discuss the ins and outs of investing in China. Ed Price, Principal at Ergo, shares his thoughts on the Israel-Hamas war. And we Drive to the Close with Ann Miletti, Head of Active Equity at Allspring Global Investments.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

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Bloomberg Businessweek

Chevron to Buy Hess for $53 Billion; How To Invest in China

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Importance of Selecting Quality Stocks

Consider Small Caps and Healthcare

Challenges and Recession Outlook

Caution Over Strong Retail Performance

Long-Term Opportunities in Equities

Remember Everything You Learn from Podcasts