Kontrarian Korner #52 - Purple Drink Capital

Yesterday I had PurpleDrinkCapital on the podcast to discuss what is going on recently in financial markets. We talked about the uncertainty around how things will play out, sentiment on equities and energy, several individual names he likes, and more. It was a fun conversation and his career experience gives him some insight on energy in particular. You can find him on Twitter, as well as on Substack below.

Podcast Summary

* His view on the overall market and the potential for a Zweig Breadth Thrust.

* Overall sentiment on broader markets and the energy sector.

* Shale in the Permian being in terminal decline, and why the case for a commodities bull market is growing stronger by the day.

* Why he likes Antero Resources $AR in the natural gas producer space and Williams $WMB in the pipeline space.

* Why Cheniere $LNG is his favorite in the LNG space.

* Some thoughts on valuing commodity producers.

* Why he is interested in Bitcoin and owns some Coinbase $COIN .

* How financial markets are moving in light of recent geopolitical uncertainty.

* How his career experience in the energy space gives him an advantage when looking at ways to express his views on certain commodities.

* His views on stimulus on the horizon and how it ties into commodities (and not just gold).

* Book Recommendation: The Harry Potter books.

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