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.

Join Josh Young, Chief Investment Officer and Founder of Bison Interests, as he dives into the fascinating world of commodities. He discusses the bullish case for oil amidst a prevailing bearish sentiment, highlighting significant global underinvestment in exploration. Young predicts a supply crunch due to declining production investments and persistent 1% demand growth. He also shares insights on natural gas, driven by rising demand from LNG exports. Discover his top equity opportunities, including small-cap producers, and hear his thoughts on precious metals like gold and silver.

Josh Young, Chief Investment Officer of Bison Interests and a contrarian value investor, dives deep into the bullish case for oil despite skepticism. He discusses the impact of geopolitical tensions and underinvestment in the energy sector. Young highlights demand drivers like China's reopening and the rise of AI, predicting oil could reach $80–$85 as a near-term fair value. He also shares insights on small-cap oil equities and the complexities of OPEC's market dynamics, offering a compelling perspective on a potentially turbulent market landscape.

Dive into the world of rising oil prices with expert insights on geopolitical tensions, Bidenomics, and investment strategies. Explore the impact of US vs. Saudi Arabia battle, sanctions on Russia, and future oil demand in China and India. Learn about M&A activity, valuation, and investment opportunities in the oil sector. Discover how these shifts could affect your portfolio and the global economy at large.

Josh Young, Founder and Portfolio Manager at Bison Interests, discusses the challenges faced by the Oil & Gas industry in 2023 and provides insights into the potential opportunities in 2024. Topics include the accuracy of oil inventory data, historical similarities in the industry, strategies for small cap companies, predicting oil price rise, and analyzing negative sentiment towards oil and gas investments.

Josh Young, an oil market expert from Bison Interests known for his savvy price predictions, joins to unravel the complexities surrounding oil. He discusses why oil is viewed negatively and debunks common myths, while also predicting how supply may lag behind demand. Josh reveals the impact of the Russia-Ukraine conflict on supply and how Europe's diminishing natural gas reliance could influence prices. He also shares insights on promising oil producers and discusses investment strategies amid a fluctuating market.