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Which podcasts are discussing OXY?
7 ATTRIBUTED IDEAS · 6 EPISODES · 6 SHOWS
The shows
Thoughtful Money
Capital Allocators
MacroVoices
The Acquirers Podcast
The Compound and Friends
The Julia La Roche Show
Where the discussion went deepest
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 →
23 JUL3W AGOTHOUGHTFUL MONEY · 37:17
Long-term oil structural supply shortage thesis
“The structural oil supply shortage driven by multi-year capital underinvestment will persist into 2029-2030, supporting long-term value in oil producers.”
Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now
In depth · 4/5Verify in source →
23 JUL3W AGOTHOUGHTFUL MONEY · 41:27
North American oil and gas sector dominance
“North American energy producers are structurally advantaged over international state-owned peers due to technological dominance and favorable political alignment.”
Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now
In depth · 4/5Verify in source →
11 JUN11 JUNMACROVOICES
Rotate from tech growth to hard assets
“A macro paradigm shift toward higher inflation and geopolitical tension favors value and hard assets over paper wealth and technology growth equities.”
MacroVoices #536 Larry Mcdonald: The Migration is Upon us
In depth · 4/5Verify in source →
4 MAR4 MARTHE COMPOUND AND FRIENDS · 5:00
Oil sector's strong 2024 run anticipated tensions
“The discussion argued the oil sector's 28% year-to-date rally into April reflected the market anticipating geopolitical tensions, muting the price spike from the Iran strike.”
Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck
In depth · 4/5Verify in source →
14 JUL14 JULTHE JULIA LA ROCHE SHOW
Traditional energy equities offer compelling value
“Energy and oilfield services companies provide high free cash flow yields and attractive entry points following a deep sector shakeout.”
#389 Larry McDonald: A Market 'Rotten to the Core,' Gold to $6,500, and The Coming Credit Crisis
Substantive discussion · 3/5Verify in source →
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