The Energy Crisis Is Only Getting Worse | Josh Young

2 years ago
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Energy is the biggest investment opportunity that we have today! Energy prices, well that's easy to figure out, you just break it down with supply and demand. And what we are looking for is a mismatch in supply and demand...That's our edge!

Right now we are seeing one of the greatest mismatches in supply and demand that we've ever seen. Over the last two years I've been talking about a world going into an energy crisis and I've been breaking it down for you, but in this interview I am sitting down with one of the energy industry's biggest experts, Josh Young, and we discuss in detail:

🔥 The supply of energy that we have and make a case why there's no more coming soon
🔥 The demand side, so you can understand exactly how big this mismatch is
🔥 How to play this mismatch
🔥 What type of companies you should be looking for, what type of multiples and sectors
🔥 What you should expect from energy moving forward

You do not want to miss this interview with Josh Young, so let's go!

🔥 Josh Young Twitter : @Josh_Young_1
🔥 Bison Interests: https://bisoninterests.com/

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TIMESTAMPS:
00:00 Intro
01:45 Biden Positioning Nationalization Talk
06:24 The View of Bison Interests
09:39 Supply v Demand
16:56 Russian Oil Fields
23:04 Venezuela Back Online Ever?
26:16 Geopolitical Risk: Iran / Saudi
30:08 Fracking In US
34:13 Brazil
36:57 World Oil Demand Goes Up Every Year
43:23 Fed Crushing Economy
47:30 Affecting Rest of the World
52:42 ESG On Oil / Energy
59:14 Natural Gas
1:02:38 Equities
1:07:30 Outro

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