The Energy Question

The Energy Question


The Energy Question Episode 30 - Josh Young, Founder and CIO at Bison Interests

March 17, 2023

In Episode 30, David Blackmon interviews Josh Young, the founder and chief investment officer at Bison Interests.


01:00 - Timeline of Josh's career and creation of Bison Interests

02:30 - Oil & Gas sector performance the last 2 years and its impact on Bison

04:10 - Is ESG having a big impact on energy investments?

06:00 - Have ESG funds underperformed non-ESG funds?

09:30 - Why Dave follows Josh on Twitter, and why you should, too

10:00 - Josh explains the 'small cap vs. large cap divide' in energy stocks

14:00 - Josh sees an uptick of m&a activity coming to the oil sector

16:10 - EIA/IEA raise projections for global oil demand - what Josh thinks it means

18:30 - Josh's interesting means of tracking China's reopening and where he thinks China is going

23:40 - Josh gives us his crystal ball view on the future direction of oil prices

26:50 - Josh's view on the future for natural gas

30:30 - Remarks on the amazing people and technology in the oil and gas industry


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Bison Interests URL: www.bisoninterests.com


Josh Young on Twitter: @Josh_Young_1


Enjoy!


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