Josh Young of Bison Interests
Chuck chats with Josh about energy investing, beefing with Energy Cynic and how do we spread the good word.
Chuck chats with Josh about energy investing, beefing with Energy Cynic and how do we spread the good word.
00:00 - Intro
00:40 - Who is Josh Young
01:56 - Education Background
05:46 - Career Before Bison
10:37 - Matt's Entry into Oil and Gas
12:21 - Treadstone Energy Overview
16:26 - Bison Oil & Gas I - Fundraising
19:05 - Investor Sentiment in Bison I
21:43 - Importance of Management
23:44 - Evaluating Management Performance
25:22 - Stock Selection vs Market Beta
26:56 - Anticipating Market Changes
28:40 - Current Investor Sentiment
30:55 - Valuation of Oil Market
34:17 - Understanding Backwardation
37:57 - Wellsite Navigator Insights
44:14 - Canadian Oil Landscape
47:50 - Impact of Biden on Oil Industry
48:29 - Alberta's Energy Policies
54:38 - Reclaiming the Energy Narrative
57:04 - Actions vs Words in Energy
1:00:57 - Changing Perceptions in Energy
1:03:04 - Future of the Energy Industry
1:10:55 - Final Thoughts on Energy
1:13:55 - Disagreement with Art Berman
1:14:30 - Disagreement with Energy Cynic
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Click here to watch a video of this episode.00:00 - Intro
00:40 - Who is Josh Young
01:56 - Education Background
05:46 - Career Before Bison
10:37 - Matt's Entry into Oil and Gas
12:21 - Treadstone Energy Overview
16:26 - Bison Oil & Gas I - Fundraising
19:05 - Investor Sentiment in Bison I
21:43 - Importance of Management
23:44 - Evaluating Management Performance
25:22 - Stock Selection vs Market Beta
26:56 - Anticipating Market Changes
28:40 - Current Investor Sentiment
30:55 - Valuation of Oil Market
34:17 - Understanding Backwardation
37:57 - Wellsite Navigator Insights
44:14 - Canadian Oil Landscape
47:50 - Impact of Biden on Oil Industry
48:29 - Alberta's Energy Policies
54:38 - Reclaiming the Energy Narrative
57:04 - Actions vs Words in Energy
1:00:57 - Changing Perceptions in Energy
1:03:04 - Future of the Energy Industry
1:10:55 - Final Thoughts on Energy
1:13:55 - Disagreement with Art Berman
1:14:30 - Disagreement with Energy Cynic
https://www.instagram.com/digitalwildcatters
https://www.tiktok.com/@digitalwildcatters
https://www.facebook.com/digitalwildcatters
https://twitter.com/DWildcatters
