Published on: September 8th, 2022 • Duration: 56 minutes
OPEC Plus agreed to a production cut this week, surprising markets when global crude oil supplies are already constrained by the geopolitical entanglement between Russia and the West. Josh Young, the founder and chief investment officer of the hedge fund Bison Interests, has been completely focused on oil and gas since 2015. And the latest move by the world’s most powerful energy cartel bolsters his long-term thesis. Note that Josh has significantly outperformed his peers since Bison's inception. In conversation with Harris “Kuppy” Kupperman, Josh explains why oil supplies will remain tight and demand will remain strong, and he identifies areas of the market that look attractive right now. Recorded on September 2, 2022.