My guest today is oil and gas expert Josh Young. Josh is the Chief Investment Officer and Founder of Bison Interests, which focuses on investing strictly in oil and gas, which has become very contrarian over the last few years. We had Josh on the show in Q1 and were blown away with the extent of his knowledge, which is very useful at the moment as oil swings from decade highs to average lows. A lot has been happening in the oil and gas markets so we spend the first half of the discussion catching up on Q2 headlines and spend the back half of the show discussing Buffett’s recent massive investments in both Chevron and Occidental. 

00:00:00 – Intro
00:01:44 – Why the price of oil has been experiencing 30% swings in Q2
00:06:44 – How the war between Russia and Ukraine has been affecting the oil and gas markets
00:23:32 – How interest rates continuing to climb could affect the supply and demand of oil
00:28:04 – Recession risks for oil and why some smaller producers are experiencing very low valuation multiples
00:48:36 – Why Buffett’s Berkshire Hathaway has now invested $26B into Chevron and $13B into Occidental and shows no sign of slowing down
00:51:55 – How retail investors can think about investing like Buffett with a much smaller portfolio
01:04:47 – A forecast for airline stocks

I always learn a ton from Josh and this one is a doozy. I hope you enjoy it and without further adu, here is my conversation with Josh Young.

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