Mark Gordon

Mark Gordon, CIO of Ascent Oil Fund, brings his expertise on the oil market's pivotal shift from an 'Age of Abundance' to a 'Return to Scarcity.' He discusses the implications of declining production and the end of non-OPEC growth, suggesting a major price regime change is imminent. Gordon emphasizes the potential for bullish sentiment amidst unprecedented negative market feelings. He also delves into consumer preferences for SUVs over EVs and the impact of macroeconomic factors like the U.S. dollar on oil prices, providing actionable insights for navigating this volatile landscape.