Comments
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TBTremendous
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EKMasterpiece.
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WMI'm in O&G & Deep water will be a problem at $30 for new developments as existing prod will be mostly ok. Demographic discussion is critical & pensions will be a huge issue as returns won't fund them.
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GMGreat video. One of the best so far. I'd love to see some other older players who can give as much perspective as Hodges..
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JDPriceless ability to show the power of clear perspective
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PKBrilliant, love the historical perspective! Let's see him again.
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SDAmazingly articulated. I have a lot of 'Wow' moments on RV, that was one of them. One thing that left me with a questions: - the 33$ LT avg. should it be inflation adjusted (was it?)
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TFOne of the best interviews - great fundamental picture and also thinking how demographics will change behaviors in the future like demand. Can't see oil recovering any time soon on fundamentals
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TJBrilliant. So many astute observations in just half an hour and an excellent history lesson of the oil industry. Loved it.
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WANo note, pauses, clear as bell. Great piece of work.
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SSexcellent description of the problem. However, he does not discuss the resurgence in demographic make up starting in 2016 that result in the reemergence of the 35-to 55 year old age bracket.
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AWThank you for pulling together several issues I've heretofore considered separately into a cohesive, top-down understanding! And the bar/club setting made me think we were in one to one dialogue.
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CCA top 5 piece. Easy to understand. Good charts. Made total sense. This is now my "gold standard" for Real Vision presentations.
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ABLove his laugh.
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PMBrilliant.....! This guys great!
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AEI work in CAN. O&G and he is absolutely right. Do U think that Billions in investment will be left to founder? NOT! He's also bang on about the "Boom,Bust and echo" generations! This man knows.......
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je2) He's rt about plenty of oil; problem is high prod cost. PE capital has caused higher prices and allowed co's that should die to live. That doesn't chge until higher int rates. Agree about deflation
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je1) Smart guy, great intvw. However, Thos' comment is valid. I'm in O&G bus and $30/bbl won't work. He ref's historical avg of $33/bbl but that was pre-shale w/much > finding costs so meaningless stat.
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SPWhat a week - 2 of RV's best ever interviews from Paul and Pippa. Great stuff guys!
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NPSuper stuff on oil from Diego Parrilla previously and now Paul Hodges...!!! Exceptional Insights...
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BMexcellent !
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JRHaving just come back from visiting Alberta the output numbers for Canada are surprising considering the increasing unemployment in the energy sector. Increasing output and unemployment?
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BSOne of the very best interviews so far on Real Vision. 33 minutes went by quickly. Hope Real Vision has him on again within next 6 months.
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CEAcute market nous from a gifted raconteur. His unblinking insights come as a welcome change from the 'beautiful lies' of Western elites.
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spScore one for game theory! ..... And engineers!!
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wwMind-blowing!!! SO many 'outside-the-box' insights - like CB interventions leading to speculative frenzies in Oil mkts, which then goads production spree. RV keeps upping the ante!
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MJBrilliant! Love the demographics explanation.
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DHThat was excellent. Bravo. A wealth of insight and experience along with a genuine down to earth style.
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TSAnd he calls for $30 yet doesn't believe the shale producers will fail. They didn't make money at over $100, so most of them will definitely go bankrupt at $30. Just see Art Berman's last few articles
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TSHe calls Saudi Arabia bankrupting the shale producers a conspiracy theory. Then he says that for Saudi Arabia, keeping high prices means allowing competitors to make money at their expense. Same thing
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CCAmazing clarity. Monetary systems geared for inflation against a perpetual tide of demographics. How do you run existing monetary systems in reverse? Deflation and NIRP. Say good bye to cash.