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Energy Podcast: Energy remains one of the few positive sectors for the third quarter and the best performer YTD

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Manage episode 342959146 series 1401895
Indhold leveret af Tortoise Capital. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Tortoise Capital eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:

  • Consensus view appears to be that the Fed’s conviction that it must increase interest rates to fight inflation will cause a recession
  • Unfortunately Senator Manchin’s language to limit permitting time for infrastructure projects was removed from the bill
  • OPEC+ meets this week and positive communication to support oil prices could drive energy stock higher

Download Transcript

  continue reading

486 episoder

Artwork
iconDel
 
Manage episode 342959146 series 1401895
Indhold leveret af Tortoise Capital. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Tortoise Capital eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:

  • Consensus view appears to be that the Fed’s conviction that it must increase interest rates to fight inflation will cause a recession
  • Unfortunately Senator Manchin’s language to limit permitting time for infrastructure projects was removed from the bill
  • OPEC+ meets this week and positive communication to support oil prices could drive energy stock higher

Download Transcript

  continue reading

486 episoder

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