TIP468: Why Buffett is Investing in Oil Companies W/ Josh Young

[We Study Billionaires - The Investor’s Podcast]

IN THIS EPISODE, YOU’LL LEARN:

• 03:15 - Why the price of oil has been experiencing 30% swings in Q2.
• 07:23 - How the war between Russia and Ukraine has been affecting the oil and gas markets.
• 26:50 - How interest rates continue to climb could affect the supply and demand of oil.
• 31:06 - Recession risks for oil and why some smaller producers are experiencing very low valuation multiples.
• 53:39 - Why Buffett’s Berkshire Hathaway has now invested $26B into Chevron and $13B into Occidental and shows no sign of slowing down.
• 56:40 - How retail investors can think about investing like Buffett with a much smaller portfolio.
• 1:08:10 - A forecast for airline stocks.
• And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.



BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
• Bison Interests' Website.
• Josh Young's Twitter.
• Bison's Research on Buffett
• Trey Lockerbie Twitter.

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