Kobi Platt

Matt Smith and Kobi Platt from Deep Basin Capital join the discussion, bringing sharp insights into the turbulent oil markets. They delve into the recent price war ignited by Russia and Saudi Arabia, exploring its profound impact on U.S. shale producers and broader equity markets. The duo analyzes supply and demand shocks and the challenges facing energy companies. They also discuss the long-term implications for company valuations, stressing the importance of sustainable cash flow over outdated metrics. Get ready for a riveting exploration of the energy sector's future!