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Which podcasts are discussing XOM?
48 ATTRIBUTED IDEAS · 40 EPISODES · 19 SHOWS
The shows
CNBC Fast Money
Thoughtful Money
The Compound and Friends
What Bitcoin Did
Bloomberg Surveillance
Capital Allocators
Commodity Culture
Wealthion - Be Financially Resilient
WSJ What's News
Afford Anything
Animal Spirits
Bankless
Barron's Streetwise
MacroVoices
Monetary Matters with Jack Farley
Odd Lots
Prof G Markets
The Business Brew
The Options Insider Radio Network
Where the discussion went deepest
17 JUN17 JUNTHOUGHTFUL MONEY
Rotate out of tech into energy and materials
“The case was made for a major multi-year rotation out of tech into energy and materials, driven by tech's negative free cash flow yields and massive CapEx relative to energy's strong cash generation and decades of structural underinvestment.”
"I'm A Buyer Of Oil Here" · with Thoughtful Money's
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 →
7 APR7 APRWEALTHION - BE FINANCIALLY RESILIENT · 09:20
Structural oil bull case from capital deficit
“The structural bull case for oil was argued, centered on a multi-year, billion-dollar-a-day deficit in sustaining capital expenditures, which will lead to production declines and higher prices.”
Rick Rule: Why I Sold Silver, Bought Oil Stocks, and Fear a 2008 Repeat · with Wealthion's
Core thesis · 5/5Verify in source →
30 MAR30 MARTHE COMPOUND AND FRIENDS · 05:30
Energy as a permanent hedge against oil spikes
“The thesis argued is that investors should maintain at least an index-weight allocation to energy stocks as a permanent hedge against unpredictable oil price shocks, which have proven their value in the current spike.”
Never Sell Your Energy Stocks - Nick Colas and Jessica Rabe of DataTrek
Core thesis · 5/5Verify in source →
6 MAR6 MARTHE COMPOUND AND FRIENDS · 10:30
Market rotation out of AI mega-caps into cyclicals
“The speakers argued that money is actively rotating out of last year's AI winners (the 'Mag Seven') and into liquid mega-caps in energy, materials, and defensive sectors, which is netting out to a flat S&P 500.”
True or False - Private Credit Is This Generation’s Subprime
Core thesis · 5/5Verify in source →
1 AUG2W AGOCOMMODITY CULTURE · 01:30
Peak oil demand fallacy creates value
“The guest argued the popular belief in imminent peak oil demand is a fallacy, creating a long-term value opportunity in oil companies that have underinvested in sustaining capital.”
Rick Rule: Gold & Silver Stock Prices 'A Gift From God' - 'I'll Be Ludicrously Rewarded'
In depth · 4/5Verify in source →
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