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Which podcasts are discussing XLE?
3 ATTRIBUTED IDEAS · 3 EPISODES · 2 SHOWS
The shows
CNBC Fast Money
The Compound and Friends
Where the discussion went deepest
19 AUGYESTERDAYCNBC FAST MONEY · 08:45
Energy (XLE) as an asset allocation hedge
“The panel framed the breakout in energy stocks (XLE) as an asset allocation hedge amid dollar weakness and broader market moves, not solely dependent on near-term oil prices.”
Treasury intervention sparks rate relief... And Moderna’s cancer moonshot 8/19/26
In depth · 4/5Verify in source →
14 AUG6D AGOTHE COMPOUND AND FRIENDS · 02:30
Energy as an anti-beta S&P hedge
“The case made for energy is that its beta to the S&P has collapsed, making it a hedge when bonds are not working.”
It's a bull market and nobody drinks anymore.
Substantive discussion · 3/5Verify in source →
10 AUG1W AGOCNBC FAST MONEY · 20:00
Energy stocks resilient despite crude volatility
“The bull case argued for energy stocks: the sector is holding up well despite geopolitical-driven volatility in crude oil prices, supported by strong refining margins.”
A $500 billion AI mega-deal... and whether Wall Street is getting Kevin Warsh all wrong 8/10/26
Substantive discussion · 3/5Verify in source →
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