Highlights:
Oil prices have swung extremely since the onset of the pandemic, from negative values to well over $100 per barrel. This podcast featuring portfolio manager Mike Dragosits unpacks what those swings mean for investors.
Timestamps:
00:00 – Intro
01:45 – Why oil prices have swung so extremely?
04:03 – The likelihood of this roller coaster continuing
06:32 – Who have been the winners so far?
09:43 – The story of large-cap oil companies
12:18 – Other strategies for energy investors
15:14 – Compare and contrast: large cap vs small cap
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How to subscribe:
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