Josh Young

Trey Lockerbie hosts an engaging discussion with notable guests including Josh Young, an energy expert discussing energy's role in inflation and Buffett's investments, Ian Cassell, a micro-cap investing guru highlighting the sector's past successes, and Brent Johnson, who sheds light on his intriguing dollar milkshake theory. Dan Rasmussen and Joe Brown dive into market indicators, with Joe exploring the contrarian put-call ratio. Together, they share insights on navigating the complexities of current economic conditions and investment landscapes.

Josh Young, CIO and Founder of Bison Interests, is an oil-market strategist focused on resource-driven opportunities. He breaks down the Iran-triggered oil shock and Strait of Hormuz closure. He explains delayed price reactions, how prolonged disruptions could lift oil to inflation-adjusted highs, limits of US supply responses, and where energy-related investment opportunities may emerge.

In this engaging discussion, Josh Young, Founder and CIO of Bison Interests, dives deep into the complexities of the oil market. He reveals why oil is severely mispriced despite rising demand, attributing it to low speculative positioning. Josh highlights the potential of a demand shock driven by geopolitical tensions, underlines China's likely underreported oil consumption, and discusses the implications of weakly enforced sanctions creating a shadow oil market. He also shares insights on investment opportunities in small-cap energy firms and the dynamics of Canadian oil production.

Josh Young, Chief Investment Officer and founder of Bison Interests, shares insights on the volatile oil market, driven by geopolitical tensions like the Russia-Ukraine war. He discusses Warren Buffett's substantial investments in Chevron and Occidental, revealing strategic insights for retail investors. The conversation touches on rising interest rates, recession risks for smaller producers, and how macroeconomic factors influence oil demand and valuations. Young also forecasts the future of airline stocks, highlighting the complex dynamics in both sectors.

Josh Young, founder of Bison Interests and oil-focused investor, brings sharp market and geopolitical experience. He discusses oil pricing on the margin, Strait of Hormuz risks, how short supply shocks create sticky, outsized price moves, and where convex investment opportunities like U.S. land rigs may appear. He outlines scenarios for prolonged flow curtailment and implications for energy and commodity markets.

Josh Young, founder and portfolio manager of Bison Interests and author of Bison Insights, shares his oil-market expertise. He discusses geopolitical risks in the Middle East, how marginal barrels set prices, and why passive flows created opportunities for active investors. He outlines potential supply shocks, refinery vs. crude impacts, and where he sees convex investment opportunities in land rig and Canadian equities.

Josh Young, Founder and CIO of Bison Interests, shares 3 energy equity investment ideas. Topics include global oil demand, contrarian investing in undervalued assets, strategic asset acquisition, and revitalizing companies in the energy sector.

In this chat, oil expert Josh Young, Chief Investment Officer of Bison Interests, dives into the current oil market's pulse. He discusses Warren Buffett's strategic oil investments and OPEC's urgent push for increased production amidst supply concerns. The reopening of China is addressed as a major factor affecting global oil demand. Josh also shares insights on U.S. and China's contrasting petroleum reserve strategies and speculates on future oil prices amid rising interest rates, all while contemplating the potential of alternative energy sources.

Join oil and gas investor Josh Young from Bison Interests as he discusses Baytex Energy, a mid-sized producer thriving amidst soaring oil prices. Young dives into the company’s strategic cash flow management between unconventional and conventional oil, illustrating the industry's boom-and-bust nature. He also explores the impacts of shale dynamics on production costs and the evolution of oil types, highlighting Baytex's pivotal position in the market and key investment insights that could shape future industry trends.

Josh Young, who runs Bison Insights and invests in oil and gas stocks, joins to discuss energy and geopolitics. He tackles U.S. political fragmentation and why domestic fraud matters more to daily life. He examines misinformation, AI-manipulated videos, oil market interventions, tanker behaviors in the Gulf, Strategic Petroleum Reserve mechanics, and which countries face the biggest shortage risks.