Ben Kelleran
From Kontrarian Korner, he discusses Sable Offshore, its legal battles, and upside potential. He has done a lot of work and is talking to a lot of people on it and is very up to speed on the process.
Best podcasts with Ben Kelleran
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May 15, 2025 • 1h 59min
Episode 1214: This is NOT Financial Advice w/ Ben Kelleran and Stormy Waters
Ben Kelleran, host of the Kontrarian Korner podcast, and Stormy Waters, a managing partner at a venture capital firm, dive into current market dynamics. They dissect the cyclical nature of markets, emphasizing gold's critical role. The duo highlights how narratives often overshadow fundamentals in investment decisions. With rising interest rates and the complexities of market manipulation, they urge a cautious approach to investing, particularly in commodities. Additionally, they discuss the necessity of adapting personal finances amidst global economic uncertainties.
Jun 6, 2025 • 55min
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
Ben Kelleran from Kontrarian Korner dives into the intriguing world of Sable Offshore. He highlights the company's legal battles with California regulators, emphasizing the complexities and risks of oil drilling in the state. Discussions revolve around the potential upside if operations restart, the company's SPAC history, and refinancing strategies. Kelleran also sheds light on valuation dynamics, why Exxon divested, and the hesitancy of major oil funds to invest due to regulatory uncertainties. It’s a deep dive into navigating high-stakes investment waters!
