Energy Podcast: Oil prices higher despite early end of production cuts
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:How crude oil prices responded to new sanctions on Russian oil importsUpdates on unemployment numbers and the possible ret...
6 Kesä 20227min
Energy Podcast: 5 catalysts that can drive energy stocks even higher
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:Energy surged this week with exploration and production companies leading the wayTakeaways from the latest Fed meeting minu...
31 Touko 20228min
Energy Podcast: Early market gains fizzled as companies grapple with high inflation
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:Announcements from major energy companies focused on increasing supply to tame inflation and enhance global energy securit...
23 Touko 20228min
Energy Podcast: Energy appears to be the only safe sector as markets struggle with inflation and geopolitical risks
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:Why energy is doing relatively well in a market where most are seeing earnings power erodeEarnings results and outlook fro...
16 Touko 20226min
Energy Podcast: Energy outlook remains sunny as the summer season approaches
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:The recent surge in energy markets led by crude oil and natural gasReports from earnings season show companies are prior...
9 Touko 20225min
Energy Podcast: Energy markets traded lower with broad markets, but still posting solid positive performance YTD
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:Dramatic volatility occurring across all markets driven by concerns over China’s zero-COVID policy lockdowns, shrinking U....
2 Touko 20228min
Energy Podcast: Markets fall as Fed weighs measures to tame inflation
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:How Federal Reserve Chairman Powell’s comments on reducing inflation have affected energy and other equity marketsOil price...
25 Huhti 20227min
Energy Podcast: Outlook for energy remains sunny while other sectors clouded with uncertainty
As 1Q earnings season kicks off, the energy sector is expected to deliver rising earnings and higher cash flow some of which will be returned to investors via dividend increases.High commodity prices ...
18 Huhti 20227min
