Josh Young

Trey Lockerbie hosts an engaging discussion with notable guests including Josh Young, an energy expert discussing energy's role in inflation and Buffett's investments, Ian Cassell, a micro-cap investing guru highlighting the sector's past successes, and Brent Johnson, who sheds light on his intriguing dollar milkshake theory. Dan Rasmussen and Joe Brown dive into market indicators, with Joe exploring the contrarian put-call ratio. Together, they share insights on navigating the complexities of current economic conditions and investment landscapes.

Josh Young, Chief Investment Officer and founder of Bison Interests, shares insights on the volatile oil market, driven by geopolitical tensions like the Russia-Ukraine war. He discusses Warren Buffett's substantial investments in Chevron and Occidental, revealing strategic insights for retail investors. The conversation touches on rising interest rates, recession risks for smaller producers, and how macroeconomic factors influence oil demand and valuations. Young also forecasts the future of airline stocks, highlighting the complex dynamics in both sectors.

Josh Young, Founder and CIO of Bison Interests, shares 3 energy equity investment ideas. Topics include global oil demand, contrarian investing in undervalued assets, strategic asset acquisition, and revitalizing companies in the energy sector.

In this chat, oil expert Josh Young, Chief Investment Officer of Bison Interests, dives into the current oil market's pulse. He discusses Warren Buffett's strategic oil investments and OPEC's urgent push for increased production amidst supply concerns. The reopening of China is addressed as a major factor affecting global oil demand. Josh also shares insights on U.S. and China's contrasting petroleum reserve strategies and speculates on future oil prices amid rising interest rates, all while contemplating the potential of alternative energy sources.

Join oil and gas investor Josh Young from Bison Interests as he discusses Baytex Energy, a mid-sized producer thriving amidst soaring oil prices. Young dives into the company’s strategic cash flow management between unconventional and conventional oil, illustrating the industry's boom-and-bust nature. He also explores the impacts of shale dynamics on production costs and the evolution of oil types, highlighting Baytex's pivotal position in the market and key investment insights that could shape future industry trends.