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Podcast & Video Of The Week
My Appearance on The Pete Quiñones Show & Food For Thought On Different Long Term Trends
6 hrs ago
•
BR Kelleran
5
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Podcast & Video Of The Week
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Pounding The Table On Sable One Last Time
Taking A Look At Comps, Valuation & Why The Recent Feeding Frenzy Could Continue
May 15
•
BR Kelleran
11
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Pounding The Table On Sable One Last Time
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29:01
Sable Offshore: Jefferies Weighs In
And A Clown Keeps His $6 Price Target
May 14
•
BR Kelleran
6
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Sable Offshore: Jefferies Weighs In
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Kontrarian Korner #56 - Jon Costello (HFIR Ideas)
Taking A Look At Single Stock Ideas Across The Energy Sector
May 13
•
BR Kelleran
and
HFI Research
10
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Kontrarian Korner #56 - Jon Costello (HFIR Ideas)
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1:12:22
Sable Follow Up: Let The Games Begin
More Details On Gaviota State Park & Some Quick Thoughts
May 12
•
BR Kelleran
6
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Sable Follow Up: Let The Games Begin
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Sable Offshore: The Incoming Narrative Shift
Going From "Will Production Ever Restart?” To “What Is It Actually Worth?"
May 11
•
BR Kelleran
26
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Sable Offshore: The Incoming Narrative Shift
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6
Kontrarian Korner #55 - HFI Research
The Disconnect Between The Narrative And Reality With OPEC, Capex Cuts In The Permian & Laying The Foundation For A Future Oil Bull Market
May 8
•
BR Kelleran
and
HFI Research
15
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Kontrarian Korner #55 - HFI Research
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2
56:16
Kontrarian Korner #54 - Finding Value Finance
Gold To Oil At Extremes, The Long Term Commodities Cycle & What Sectors Look Attractive Today
May 7
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BR Kelleran
8
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Kontrarian Korner #54 - Finding Value Finance
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1:08:55
Video & Podcasts Of The Week
Getting Perspective On Trump's First 100 Days, Interesting Events & Looking At Gold To Oil
May 4
•
BR Kelleran
9
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Video & Podcasts Of The Week
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1
Recession Or Reorganization?
Some Quick Thoughts On Sable, Offshore, Oil In General & If A Recession Is On The Horizon
May 1
•
BR Kelleran
2
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Recession Or Reorganization?
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36:50
April 2025
Kontrarian Korner #53 - Michael Every
Economic Statecraft, US And China Relations & Building A Framework For Uncertainty
Apr 27
•
BR Kelleran
8
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Kontrarian Korner #53 - Michael Every
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56:54
Kontrarian Korner #52 - Purple Drink Capital
Uncertainty In Financial Markets, Sentiment On Equities And Energy & Laying The Foundation For A Commodities Bull Market
Apr 24
•
BR Kelleran
and
PurpleDrinkCapital
4
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Kontrarian Korner #52 - Purple Drink Capital
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1
1:08:06
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