The Energy Question Podcast, Episode 30: Josh Young, Founder and CIO at Bison Interests
In Episode 30 of The Energy Question, David Blackmon interviews Josh Young, the founder and chief investment officer at Bison Interests. Josh is a dynamic energy analyst who offers keen insights into the energy situation on his Twitter feed and to his clients. In this interview, he and David cover a wide range of current topics and events in the energy space.
Run of Show:
01:00 - Timeline of Josh's career and creation of Bison Interests
02:30 - Oil & Gas sector performance the last 2 years and its impact on Bison
04:10 - Is ESG having a big impact on energy investments?
06:00 - Have ESG funds under-performed non-ESG funds?
09:30 - Why Dave follows Josh on Twitter, and why you should, too
10:00 - Josh explains the 'small cap vs. large cap divide' in energy stocks
14:00 - Josh sees an uptick of m&a activity coming to the oil sector
16:10 - EIA/IEA raise projections for global oil demand - what Josh thinks it means
18:30 - Josh's interesting means of tracking China's reopening and where he thinks China is going
23:40 - Josh gives us his crystal ball view on the future direction of oil prices
26:50 - Josh's view on the future for natural gas
30:30 - Remarks on the amazing people and technology in the oil and gas industry
Please subscribe and give us a like wherever you watch or listen to the podcast.
Positive reviews are also welcome and appreciated!
Bison Interests URL: www.bisoninterests.com
Josh Young on Twitter: @Josh_Young_1