Episode 89: The Oil Bull Case. With Josh Young.
About this episode
Josh Young, CIO of Bison Interests and a contrarian value investor, joins Maggie Lake for his Talking Markets debut, to lay out the bull case for oil at a time when many are skeptical. They dig into the geopolitical backdrop, supply-and-demand dynamics, and why capital outflows have left some small-cap oil and gas names looking cheap. Plus, with gold hitting fresh highs again today (evergreen sentence) amid renewed government shutdown fears, Josh and Maggie put today’s moves in the broader market context.Follow Bison Insights on Substack: https://www.bisoninsights.info/Support us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
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