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Show Notes

[00:01:59] – An overview of the global oil market and demand

[00:03:37]– Supply and demand shocks we’ve seen lately

[00:06:22]– What happened this weekend with Russia and Saudi Arabia and why the outcome was so shocking

[00:09:45] – The knock-on effects of this activity on equities

[00:14:24] – Impact on US energy production

[00:18:29] – What other industries will feel the effect of reduced production in the US

[00:20:35] – Defining a price war and how victory is defined

[00:27:53] – Saudi Arabia’s calculus in this energy fight.

[00:31:11] – How does all of this change what factors they use to analyze companies

[00:35:43] – What it actually looks like within the commodities markets to trade energy

[00:40:01] – What uncertainty is most intriguing to each of them

[00:43:00] – The long-term interest in investing in the energy sector