Josh Young and John Polomny are bullish on energy over the long run, and they lay out their investment thesis for the oil & gas space, including the main catalysts their believe will drive demand and push prices higher. The duo discuss where they are currently seeing opportunity in the market, their strategy for entering and exiting positions, why the green energy narrative is crumbling, and much more.

For more content from VRIC host Jay Martin, please visit Jay Martin University at https://jaymartinuniversity.com/

Sign up for Jay’s newsletter at https://jaymartin.substack.com/subscribe

Bison Interests: https://bisoninterests.com
Actionable Intelligence Alert: https://actionableintelligencealert.com
Actionable Intelligence Alert Youtube: @ActionableIntelligenceAlert

00:00 Introduction
00:42 Opportunity in the Energy Space
05:42 Entry and Exit Strategy for Oil & Gas
14:05 Energy Demand in a Recession
22:44 Is the Green Energy Transition Real?
35:01 Is U.S. Shale Production in Decline?
41:12 Evaluating Oil & Gas Stocks

#energy #oilandgas #investing