What finance podcasts are saying about

EOG

In-depth coverage

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Mentions · 7d

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Mentions · 30d

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Mentions · 90d

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Episodes

Latest attributed ideas · most recent first

26 JUL1W AGOTHOUGHTFUL MONEY · 06:21

Historic supply deficit underpins oil upside

“A severe structural supply deficit and multi-decade underinvestment mean oil and energy stocks offer a compelling long-term thesis, with energy equities carrying further upside even after a short-term commodity rally.”

Core thesis · 5/5Verify in source →

26 JUN26 JUNPALISADES GOLD RADIO

North American natural gas deeply discounted

“The speaker identified North American natural gas as the most undervalued energy commodity relative to global prices and intrinsic utility.”

Substantive discussion · 3/5Verify in source →

27 MAY27 MAYPALISADES GOLD RADIO · 12:00

Oil stock dip on peace deal as buying opportunity

“The guest argued that any near-term dip in oil and oil stocks, triggered by a potential Middle East peace deal, would present an exaggerated buying opportunity for longer-term investors.”

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.”

In depth · 4/5Verify in source →

13 FEB13 FEBTHE BUSINESS BREW · 14:20

Variable dividends as a superior capital return model

“The discussion presented variable dividends, as used by some independent oil and gas producers, as a more aligned model for returning capital in cyclical industries than rigid buybacks or steadily growing dividends.”

Explored · 3/5Verify in source →

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