Energy bulls have been patiently waiting for the next leg up in this highly anticipated commodity super-cycle.
In this episode, I sit down with Josh Young from Bison Insights to unpack the state of today’s oil and gas markets and why the energy sector remains one of the most mispriced corners of the S&P 500.
We explore the structural underrepresentation of energy in the index, the realities behind the so-called “AI boom” and the relationship between rig count and commodity pricing..
From undervalued midstream plays to the premium valuations of royalty companies, Josh and I dive into where the real opportunities lie and why the setup could be pointing toward a powerful bull run in commodities.
Josh was kind enough to discuss a name he sees as promising, Ensign Energy TSX: ESI and he also touches on why he holds a different view of my thesis on land and royalty companies in Texas.
I hope you enjoy today’s episode - if so, please do re-stack and subscribe to the free list.
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Until next time, take care.
Benjamin.
Disclaimer: This publication is intended solely for documenting my personal journey with trading and investments for income and travel purposes. I am not a certified financial advisor nor am I a financial professional and none of the content provided should be construed as investment advice. It is essential to conduct your own thorough research and consult a registered financial service provider for appropriate guidance. I cannot guarantee the accuracy or completeness of the information presented. Any actions taken based on the information shared in any of my work are done at your own risk and discretion.
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