The Next Big Trade - Warren Pies on Why It's Good To Be Long Energy

1

Introduction

00:00 • 2min

2

I Hate My Job

02:06 • 2min

3

The Next Big Trade for You?

03:40 • 2min

4

The Long Quality Pared With Long Energy

06:01 • 2min

5

Is the Loas Really In?

07:56 • 3min

6

Is the Ultimate Downsighd, the Really Bad Scenario?

10:37 • 2min

7

I'd Bet You're Not Going to Win Any Rewards for Pick Bottom Taking, Right?

12:19 • 2min

8

Is That Really a Big Mistake?

14:20 • 2min

9

The Housing Fear Is Overdone

16:21 • 2min

10

The Housing Coal Is Not the Bread and Butter Coal

18:17 • 5min

11

Energy Equities Are a Good Hedge to Your General Market Exposure

22:55 • 2min

12

Oil and Energy Markets Are Going to Be Affected

24:37 • 2min

13

Is There a Significant Spare Capacity in Renewables?

26:10 • 5min

14

Is the Fed Going Too Far?

30:51 • 2min

15

Is the Real Estate Market Going to Collapse?

32:33 • 2min

16

Is There Frozen Stocks in the Tech Market?

35:01 • 4min

17

What Does Resource to Plation Look Like?

38:55 • 2min

18

Oil Prices Are Going to Be Higher Because of That, Right?

40:45 • 3min

19

Oil Production in Canada

43:58 • 2min

20

Energy as a New Bonds

45:39 • 2min

21

Is Your Long Energy Position Diversifying?

47:17 • 2min

22

Is It a Range-Born Market?

49:26 • 2min

23

Home Builders Energy Is a Good Pair Trade Our Home Builder Energy

50:56 • 2min

24

The Work From Home Phenomenon Is Real

52:34 • 2min

25

The Pandemic Is a Minimization of Irony

54:06 • 2min

26

Mortgage Rates Aren't Going to Stay the Same - Is That the Point?

56:04 • 2min

27

Mortgage Rates Aren't Going to Last Through Multiple Election Cycles, Right?

57:40 • 2min

28

The Next Big Trade Podcast - Man and the Steward Again!

59:35 • 2min