RL204 — Energy Sector Investment Guide
Manage episode 420974305 series 3197371
Today’s podcast episode explores the potential opportunities in the energy sector. The conversation also touches on the importance of supply and demand dynamics, the impact of geopolitical conflicts, and the role of AI companies in the energy space. It emphasizes the need for thorough research and careful consideration when investing in the energy sector.
Chapters
00:00 Introduction and Overview
03:23 Energy Stocks: Out of Favor but Potential Opportunities
06:22 Supply and Demand Dynamics in the Energy Sector
08:22 Value vs. Growth in the Energy Sector
13:48 The Race to the Grid: AI Companies and Energy Demand
24:26 Bottom-Up Approach to Researching Energy Companies
27:41 Top-Down Approach: Considering Macro Factors in Energy Investments
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652.
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236 episod