Published On Feb 20, 2024
Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more. VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/
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Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-a...
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Timestamps:
00:00 Introduction
00:55 Oil Market At "Equilibrium" Right Now
08:51 "If It Wasn't For Saudi Production Cuts, Oil Would Be Below 60 Dollars, I'm Sure Of It"
13:03 U.S. Oil Production Has Exploded
18:25 VanEck ad
19:07 The Mergers & Acquisitions (M&A) Cycle Has Begun In Oil (Diamondback-Endeavor Deal)
25:40 Importance Of Inventory Quality (And Quantity)
29:00 Management Issues
32:38 Buybacks and Dividends
35:50 Oil Companies With Strongest (And Weakest) Inventories
38:07 Merger Arb In Deals That Haven't Closed
44:43 How AI Will Impact Power Demand
50:55 About Sankey Research
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.