Скачать или смотреть Why Invest in Oil Now? | Josh Young

Why invest in oil now? In this episode of The Big Skinny, host Lou Basenese sits down with Josh Young, Founder & CIO of Bison Interests, to unpack why oil remains one of the most hated yet promising sectors in today’s market. Josh shares his long-term bullish outlook, the impact of years of under-investment, and how energy investors can position themselves for the next major up-cycle.

We dive into the oil-to-gold ratio, demand vs. supply, why shale decline rates matter, and why smaller upstream and service companies could deliver outsized returns.

Topics covered:
● Why oil is “hated” and why that matters for investors
● The long-term case for higher oil prices
● How underinvestment leads to future supply shocks
● What price oil really needs to stay profitable
● Small-cap energy stocks vs. major producers
● Where contrarian investors can still find value

Not financial advice. For entertainment only. See full Terms & Conditions on TheBigSkinny.com

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⏰ CHAPTERS:
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0:00 – Welcome back to The Big Skinny
0:20 – The story behind the name “Bison Insights”
1:24 – Why Josh Young is long-term bullish on oil
2:43 – The oil-to-gold ratio and what history shows
4:15 – Demand vs. supply: are fears overblown?
6:57 – Decline rates, underinvestment & production hurdles
8:19 – Why oil prices must rise above $100
10:58 – Comparing oil profits vs. AI hype
12:21 – Josh’s energy investing strategy
14:14 – Biggest misconceptions about the energy sector
16:26 – Could new tech keep oil prices low?
17:26 – Small-cap vs. large-cap opportunities
19:25 – Contrarian investing and small-cap alpha
20:03 – Final thoughts and risk management
21:05 – Closing: why capital discipline matters

#OilInvesting #EnergyMarkets #ContrarianInvestor