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RIG
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2
Ideas · 30d
2
Episodes
4.5
Avg depth
2
Ideas · all time
The conversation · most recent first
4 JULTHE JULIA LA ROCHE SHOW · 08:30
Energy sector poised for explosive catch-up trade
"The guest argued that the energy sector is severely under-owned at just 3% of the S&P 500, setting it up for an explosive, gold-like rally as investors scramble for exposure."
Core thesis · 5/5
4 JULMARKETPLACE · 06:45
Oil reserve replenishment to keep prices elevated
"The case was argued that global oil prices will remain elevated for at least a year as countries work to rebuild depleted strategic and commercial inventories."
In depth · 4/5
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION