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February 19, 2022 52 mins

Show from 2/18/22


Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the consumer and producer price indexes, import prices, the Russia/ Ukraine situation, and more. Then, what is the current state of the demand and supply of oil? Jeremy Schwartz brings on an expert on oil and energy stocks. They get into the issue of underinvestment in oil and the lack of discovery over the years. Plus, trading through the futures market. What is the impact of backwardation in the oil and energy sector?


Guests:

Josh Young – Founder and Chief Investment Officer at Bison Interests

For more on Bison Interests, visit their website: https://bisoninterests.com/

Follow Bison Interests on Twitter: @BisonInterests

Follow Josh on Twitter: @Josh_Young_1


Nitesh Shah – Head of Commodities & Macroeconomic Research, WisdomTree Europe

Follow Nitesh on LinkedIn: https://www.linkedin.com/in/nitesh-shah-7150162/?originalSubdomain=uk


Follow WisdomTree on Twitter: @WisdomTreeETFs

Follow Jeremy Schwartz on Twitter: @JeremyDSchwartz


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