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Which podcasts are discussing DVN?
7 ATTRIBUTED IDEAS · 7 EPISODES · 6 SHOWS
The shows
Thoughtful Money
CNBC Fast Money
Masters in Business
The Acquirers Podcast
The Business Brew
The Compound and Friends
Where the discussion went deepest
25 JUL3W AGOTHOUGHTFUL MONEY
Energy bottlenecks favor midstream natural gas pipelines
“The speaker argued that severe power grid and equipment constraints in the AI buildout will force data centers to rely on natural gas, benefiting midstream pipeline companies.”
Cracks Starting To Show In The Market?
Core thesis · 5/5Verify in source →
19 MAR19 MARTHE ACQUIRERS PODCAST · 14:00
Energy producers benefit from higher prices, security focus
“The bull case was made for energy producers as beneficiaries of higher oil prices and renewed focus on domestic energy security.”
Tim Travis on Private Credit $OWL $OBDC and $MSDL; Energy $DVN, $OXY and $EPD; and $AGO
Core thesis · 5/5Verify in source →
13 JUL13 JULCNBC FAST MONEY · 03:45
Oil supply disruptions drive energy stock rally
“Geopolitical friction in the Strait of Hormuz establishes a structural floor in oil prices, creating a strong buying opportunity in upstream producers and oil services.”
Rates Rise Ahead of Bank Earnings… And Oil Prices Surge 7/13/26
In depth · 4/5Verify in source →
5 JUN5 JUNMASTERS IN BUSINESS
Energy and hardware enable AI expansion
“Natural gas, copper, and semiconductor capital equipment represent durable, cash-flow-accretive 'picks and shovels' enablers for global tech expansion.”
Beating the S&P For Generations with Davis Funds Chairman Chris Davis · with Davis Funds Chairman Chris
In depth · 4/5Verify in source →
23 JUL3W AGOTHOUGHTFUL MONEY · 43:59
U.S. natural gas structural recovery
“The domestic U.S. natural gas market will clear its supply glut within two to three years, benefiting key low-cost producers.”
Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now
Substantive discussion · 3/5Verify in source →
13 FEB13 FEBTHE BUSINESS BREW · 14:20
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