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A financial pod for investors who wish to explore the varying opportunities available to create and maintain wealth. Join Joe while he explores new ideas and learns from subject matter experts in fields such as energy, investing, cryptocurrencies, and real estate! You can find Joe’s content here ➡️ https://bio.site/Tavs2Cents
Episodes
Monday Jan 30, 2023
Monday Jan 30, 2023
I am excited to announce that Shubham Garg has returned to Tav's 2 Cents for another fantastic episode!
Shubham is one of the best sources of oil related content on the internet as it relates to investing and Shubham's insights in this episode will not disappoint!
In this episode we discuss
00:30 White Tundra Investments
02:35 What characteristics to look for in a oil company
07:42 The Impact of Scale on O&G Companies
11:50 How to Build a Portfolio of O&G Companies
16:21 Macro Lessons Learned in 2022
21:09 China 28.38 Emerging Markets
34.40 The US Dollar's Impact On Oil
39:30 Shubham's Thoughts on MEG Energy (MEG.TO, MEGEF)
45:57 The O&G Sector Rewarding Shareholders in 2023
50:37 Shubham's Thoughts on Surge Energy (SGY.TO, ZPTAF)
All in all a great discussion! Hope you enjoy the show!
You can find more of Shubham's content/research at https://www.whitetundra.ca I highly recommend anyone interested in O&G check out his site, there is a ton of great information there including WhIte Tundra Investment's holding and Shubham's personal portfolio.
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