468 TIP. Why Buffett is Buying Oil Companies w/ Josh Young
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:01:44 – Why the price of oil has been experiencing 30% swings in Q2
00:06:44 – How the war between Russia and Ukraine has been affecting the oil and gas markets
00:23:32 – How interest rates continuing to climb could affect the supply and demand of oil
00:28:04 – Recession risks for oil and why some smaller producers are experiencing very low valuation multiples
00:48:36 – Why Buffett’s Berkshire Hathaway has now invested $26B into Chevron and $13B into Occidental and shows no sign of slowing down
00:51:55 – How retail investors can think about investing like Buffett with a much smaller portfolio
01:04:47 – A forecast for airline stocks
I always learn a ton from Josh and this one is a doozy. I hope you enjoy it and without further adu, here is my conversation with Josh Young.
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?? Access our free show notes and transcript here: https://www.theinvestorspodcast.com/episodes/why-buffett-is-investing-in-oil-companies-w-josh-young/
?? MENTIONED EPISODES:
– (TIP429) What is Happening with Oil? w/ Josh Young: https://www.theinvestorspodcast.com/episodes/what-is-happening-with-oil-w-josh-young/
? OTHER RESOURCES
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– Bison Research on Buffett: https://bisoninterests.com/content/f/buffett-buys-oil-gas-stocks
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