Artwork

Inhoud geleverd door Hedgeye Risk Management. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Hedgeye Risk Management of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Player FM - Podcast-app
Ga offline met de app Player FM !

Episode 22: Joe McMonigle, Hedgeye Energy Policy Analyst

40:05
 
Delen
 

Gearchiveerde serie ("Inactieve feed" status)

When? This feed was archived on July 18, 2021 03:07 (3y ago). Last successful fetch was on April 23, 2020 15:21 (4y ago)

Why? Inactieve feed status. Onze servers konden geen geldige podcast feed ononderbroken ophalen.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 243433092 series 2469515
Inhoud geleverd door Hedgeye Risk Management. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Hedgeye Risk Management of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Hedgeye Energy Policy analyst Joe McMonigle joined Daryl Jones to tackle some of the most important questions facing energy investors today in our 22nd episode of In The Arena.

Daryl jumped right in by asking Joe, "What do you see as the single greatest risk to oil markets right now"?

Joe held nothing back and detailed the current geo-political risk, "The attack on the oil processing facility in Saudi Arabia really awakened the geopolitical risk factor. I still think it’s not fully priced in yet. I think there's a lot of my more risk to be had in the oil market as a result of that middle East conflict."

Topics Joe and Daryl covered in this insightful and somewhat alarming conversation included:

  • Geopolitical Risks: Iran’s maximum chaos theory
  • Aramco IPO: the “deal of the century”, delays, and valuations
  • U.S. Energy Policy: impacts from the Presidency, fracking ban, and stock competitiveness

  continue reading

28 afleveringen

Artwork
iconDelen
 

Gearchiveerde serie ("Inactieve feed" status)

When? This feed was archived on July 18, 2021 03:07 (3y ago). Last successful fetch was on April 23, 2020 15:21 (4y ago)

Why? Inactieve feed status. Onze servers konden geen geldige podcast feed ononderbroken ophalen.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 243433092 series 2469515
Inhoud geleverd door Hedgeye Risk Management. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Hedgeye Risk Management of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Hedgeye Energy Policy analyst Joe McMonigle joined Daryl Jones to tackle some of the most important questions facing energy investors today in our 22nd episode of In The Arena.

Daryl jumped right in by asking Joe, "What do you see as the single greatest risk to oil markets right now"?

Joe held nothing back and detailed the current geo-political risk, "The attack on the oil processing facility in Saudi Arabia really awakened the geopolitical risk factor. I still think it’s not fully priced in yet. I think there's a lot of my more risk to be had in the oil market as a result of that middle East conflict."

Topics Joe and Daryl covered in this insightful and somewhat alarming conversation included:

  • Geopolitical Risks: Iran’s maximum chaos theory
  • Aramco IPO: the “deal of the century”, delays, and valuations
  • U.S. Energy Policy: impacts from the Presidency, fracking ban, and stock competitiveness

  continue reading

28 afleveringen

Alle afleveringen

×
 
Loading …

Welkom op Player FM!

Player FM scant het web op podcasts van hoge kwaliteit waarvan u nu kunt genieten. Het is de beste podcast-app en werkt op Android, iPhone en internet. Aanmelden om abonnementen op verschillende apparaten te synchroniseren.

 

Korte handleiding