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Which podcasts are discussing CVX?
35 ATTRIBUTED IDEAS · 30 EPISODES · 16 SHOWS
The shows
CNBC Fast Money
The Compound and Friends
The Julia La Roche Show
WSJ What's News
Capital Allocators
Commodity Culture
MacroVoices
Marketplace
Thoughtful Money
Afford Anything
All-In with Chamath, Jason, Sacks & Friedberg
Barron's Streetwise
Bloomberg Surveillance
Motley Fool Money
Odd Lots
The Meb Faber Show
Where the discussion went deepest
22 JUN22 JUNMOTLEY FOOL MONEY · 07:22
Off-grid natural gas powers AI data center expansion
“Hyperscalers are increasingly contracting off-grid natural gas to bypass multi-year utility grid interconnection backlogs for AI compute.”
Toy Story 5 Reaches For the Sky · with Chevron
Core thesis · 5/5Verify in source →
6 JUN6 JUNTHE JULIA LA ROCHE SHOW
Persian Gulf refining damage locks in inflation
“Structural damage to Persian Gulf petroleum refineries is driving impending shortages of diesel and synthetic lubricants, forcing price spikes that lock in persistent global inflation.”
#376 Chris Whalen: The Markets Know There's A Problem, Trump Admin Doesn't, Rationing Ahead
Core thesis · 5/5Verify in source →
7 APR7 APRTHE COMPOUND AND FRIENDS · 12:30
Market rotation from asset-light growth to asset-heavy value
“The speakers argued a significant rotation is underway, with money flowing out of popular, asset-light growth stocks and into physical, asset-heavy industrial and commodity companies.”
Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s
Core thesis · 5/5Verify in source →
3 AUG1W AGOMARKETPLACE · 27:10
31 JUL2W AGOCNBC FAST MONEY · 9:30
Exxon's sell-off a buying opportunity
“The bull case argued: Exxon's post-earnings weakness was due to a transient refining segment miss and represents a buying opportunity given its strong underlying free cash flow and Middle East exposure.”
Treasurys Turn Higher… And Novo Sinks After Trial Failure 7/31/26
In depth · 4/5Verify in source →
31 JUL2W AGOWSJ WHAT'S NEWS · 04:30
Fuel refining margins at record highs
“The thesis argued is that the energy crisis has shifted from crude oil to refined fuels, creating record-high refining margins for major oil companies.”
Chaos in Energy Markets Boosts Big Oil Earnings
In depth · 4/5Verify in source →
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