Mark Travis
CEO of Intrepid Capital, providing portfolio and market commentary and discussing stock picks and macro impacts of higher energy prices on investing.
Best podcasts with Mark Travis
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Mar 19, 2026 • 34min
Weeks of War Are Reshaping Global Gas Market for Years to Come
Mark Travis, CEO of Intrepid Capital, shares market and stock-picking perspective. Sheila Kahyaoglu, Jefferies equity researcher, explains defense production and munitions capacity. Matt Diczok, Bank of America fixed-income strategist, outlines macro and bond-market shifts. They discuss LNG supply shocks from attacks, global energy shortages, rising fuel prices, defense manufacturing strains, and bond-market repricing.
