About this episode
Josh Young, CIO of Bison Interests, discusses his outlook for energy, factoring in demand outlook, supply shocks, geopolitical risks, and changing government policies. *This video was recorded on August 14, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW JOSH YOUNG Bison Interests: https://bisoninterests.com/ Twitter (@Josh_Young_1): / josh_young_1 FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / davidlin_tv For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:40 - Oil outlook overview 4:18 - Geopolitical risks 11:40 - Supply chain disruptions 14:48 - IEA demand outlook 16:50 - Oil reserves in U.S. 20:40 - Government policies on oil 28:05 - Energy stocks valuations #oil #investing #economy