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We Study Billionaires - The Investor’s Podcast Network
TIP491: Macro and the Energy Market w/ Lyn Alden
Nov 6, 2022
01:04:48
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- US shale producers prioritized top-line growth over profits in the prior decade, influencing industry dynamics.
- The oil market experiences boom-and-bust cycles due to factors like supply lag and geopolitical influences.
Deep dives
Challenges and Transformation in the Energy Market
The episode explores the transformation in the energy market, specifically focusing on the oil industry. Lynn Alden discusses how oil companies have shifted towards more disciplined production and how past trends of prioritizing top-line growth over profits have affected the industry. The conversation delves into the impacts of technological advancements and low interest rates on the sector's profitability and the shift towards more self-contained and profitable business models.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode