oil industry

While campaigning for president, Joe Biden said there would be no new oil drilling on federal land. But last week he approved the Willow project, one of the largest domestic oil projects in years. WSJ’s Andrew Restuccia explains why Biden made the shift. Further Reading: -Biden Administration Approves Willow Oil-Drilling Project in Alaskan Arctic Further Listening: -Why Biden Killed The Keystone XL Pipeline -The War in Ukraine Hits American Gas Prices  Learn more about your ad choices. Visit megaphone.fm/adchoices

Last year’s surge in oil prices brought record windfall profits for oil majors, and a boon for investors. But historic trends don’t favor fossil fuels. From 2010 to 2020, the oil & gas sector underperformed the broader S&P 500 index. The sector gained 6% over that period, while the benchmark S&P index grew 180%. Some called it a "lost decade" for fossil fuel investors. “If anything, oil's been a drag,” says Zach Stein, the co-founder and CEO of Carbon Collective, a company building climate-focused portfolios for investors and employer 401(k) plans. The recent surge for the oil and gas sector shows how fundamental fossil fuels are for today's economy. But looking forward, oil is facing the most significant competition it has ever seen, thanks to electrification and clean energy.  That view of the long-term threat to fossil fuels drove Zach to co-found Carbon Collective – with a mission to build funds around industries that will deliver strong returns in a climate-constrained world. In this episode, produced with Carbon Collective, Zach Stein talks with Stephen Lacey about trends in sustainable investing – how to define the category, identify good investments, and separate it from the confusing world of ESG. If you want to invest sustainably – at work or individually – you can learn more at carboncollective.co. There, you can see how the portfolios are built and read more about the company's theory of change.

IN THIS EPISODE, YOU'LL LEARN: 03:54 - How today’s inflation compares to 1970 with Jeremy Grantham. 07:52 - Why Michael Mauboussin says you have to earn the right to use a valuation multiple. 13:17 - How energy impacts inflation with Josh Young. 31:55 - Why investors should consider microcaps with Ian Cassell. 38:40 - The vindication of the dollar milkshake theory with Brent Johnson. 47:15 - Market indicators from Dan Rasmussen, Joe Brown, and a lot more. Disclaimer: Slight discrepancies in the timestamps 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. Trey Lockerbie's Twitter. Related Episode: The Top of the Cycle w/ Jeremy Grantham– TIP371. Related Episode: The Dollar Milkshake Theory Update w/ Brent Johnson - TIP397. Related Episode: Expectations Investing w/ Michael Mauboussin – TIP421. Related Episode: What Is Happening With Oil? w/ Josh Young - TIP429. Related Episode: Indicators for Crisis Investing w/ Dan Rasmussen - TIP455. Related Episode: Why Microcaps Have the Best YTD Performance w/ Ian Cassel - TIP480. Related Episode: Market Indicators, Cbdc’s and Real Estate w/ Joe Brown - TIP507. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: River Toyota Linkedin Marketing Solutions Fidelity Efani Shopify NDTCO Fundrise Wise NetSuite TurboTax Vacasa NerdWallet Babbel HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Simpson, Paul Deemer, D Madness, David Lucas, Michael A. Gonzales, Hans Kim, William Montgomery, Jules Durel, Joe White, Kristie Nova, Yoni, Tony Hinchcliffe, Brian Redban – 12/05/2022 Follow Tony: @TonyHinchcliffe Follow Yoni: @BestBarbecue To watch the podcast on YouTube: https://bit.ly/KILLTONYYouTube Don’t forget to follow the podcast for free wherever you're listening or by using this link: https://bit.ly/KILLTONY If you like the show, tell people about it! You can text, email, post, or send this link:  https://bit.ly/KILLTONY To check out the show live in Austin, TX, go to: https://killtonylive.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

The fallout from Russia's invasion of Ukraine has investors asking a lot of questions. And while some in the financial media are eager to draw quick and hard conclusions, there are still a lot of unknowns. (0:25) Bill Mann discusses: - The impact of U.S. and European economic sanctions - SWIFT (Society of Worldwide Interbank Financial Telecommunications) and why it's so important - Switzerland abandoning its neutrality in favor of freezing Russian assets - His continued interest in the oil & gas industry right now - An important step anyone should take before making charitable contributions The website we discussed is http://charitynavigator.org Host: Chris Hill Guest: Bill Mann Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest today for a flash update is Chris Bloomstran, the founder and CIO of Semper Augustus and a popular past guest on the show. We talk about his view on the state of the public equity market, why it will be hard for the market to deliver great returns for the next decade relative to the last, and where opportunities may lie. Please enjoy. This episode is brought to by Koyfin. For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag   Show Notes (1:42) – (First question) – Adjustments to his portfolio in the age of a pandemic             (6:41) – Chris Bloomstran Podcast Episode             (9:36) – The Federal Reserve Act (12:32) – Surprising action in the markets during the crisis             (13:08) – 2020 Investment Letter (15:02) – Why we won’t see the same performance in tech over the future as we’ve seen the last decade (21:00) – The carnage in energy sector and return potential (30:06) – Berkshires activity since the crisis started (35:48) – Where sectors are valued in the current market (41:12) – Expectation for deflation over inflation  (48:54) – Characteristics to look for in businesses to own over the next 10 years (52:05) – Economic factors they are focusing on   Learn More For more episodes go to InvestorFieldGuide.com/podcast.  Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on Twitter at @patrick_oshag