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Q2 2024 Investor Audibles: Legacy Ridge Capital, Kathmandu Capital, Alluvial Capital
Value Hive Podcast
Volatility Breeds Caution
WTI oil prices showed significant volatility, dropping from a high of $86.91 to a low of $73.25 before stabilizing in the $80 range due to external factors like OPEC's potential supply changes and disappointing Chinese economic indicators. Although recent strong oil prices and high travel demand support the portfolio, potential risks loom, especially with a possible Trump presidency that may disrupt supply-demand dynamics and cause prices to dip. Despite these concerns, a proactive response may arise through federal reserve actions and strategic oil reserve replenishment. Ongoing monitoring of the sector is essential as future developments remain unpredictable.
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