OIL: Deep dive on Saudi Arabia, Russia, Aramco, US shale with JOSH YOUNG

My favourite low-fee brokerage for trading stocks internationally: https://www.interactivebrokers.com/mkt/?src=wanderinginvestory2&url=%2Fen%2Findex.php%3Ff%3D1338

Bison Interests: https://bisoninterests.com

I decided to interview Josh Young of Bison Interests, who runs an oil focused fund that has been demonstrating spectacular results this year. I wanted a deep dive with him to get insight into his contrarian views on the oil market. He is of the opinion that we are entering a structural oil bull market based on supply destruction over the past years.

Time Stamps:
00:00 Introduction
01:07 Lack of spare capacity in Saudi Arabia
04:07 Potential issues with Aramco
07:14 Lack of spare capacity in Russia
10:05 Why US shale will not come to the rescue
16:30 How to plug the oil production shortfall?
17:55 Timeline from oil discovery to production
22:05 Energy crisis: Part of a wider plan to accelerate the Green Transition, or simply bad policy making?

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The Wandering Investor travels around the world to explore a World of Opportunities and share his investment research. The goal is to help individuals reach freedom and prosperity through the use of internationalization & diversification strategies.

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With my Internationalization and Diversification Consulting* I help people aim for better yields, get better banking, explore interesting residencies, and increase their freedom. https://thewanderinginvestor.com/internationalization-and-diversification-consulting/

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Tools and useful resources 🔧🔧🔧

— My favourite low-fee brokerage for trading stocks internationally: https://www.interactivebrokers.com/mkt/?src=wanderinginvestory2&url=%2Fen%2Findex.php%3Ff%3D1338

— Store your gold and silver in Singapore: https://www.bullionstar.com/?r=665

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— My favourite crypto trading platform: https://r.kraken.com/c/2334255/687190/10583

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DISCLAIMER

No part whatsoever of the discussion and presentation is, or should be considered as, investment advice, financial advice, legal advice, or tax advice. Always do proper due diligence and speak to a qualified professional advisor in your jurisdiction.

Also, be advised that Ladislas Maurice and The Wandering Investor staff may own real estate or investments in the specific markets or opportunities that are discussed. The Wandering Investor may also have marketing agreements in place with certain opportunities that are mentioned.