I had
on the podcast recently, and we had a wide ranging discussion on what he’s paying attention to today. He writes the Actionable Intelligence Alert, a Substack you guys should check out. You can also find the video on YouTube, or on the main podcast platforms. We talked about investments and current events, among other things:John’s experience and background in the power industry
The shift from peak ESG to a more pragmatic approach to energy policy
His natural gas outlook, and why it’s in his too hard pile
The supply and demand picture for oil, and his thoughts on the Permian Basin
His thoughts on precious metals
Other under the radar opportunities around the world
His opinion the decline of the West and the current geopolitical landscape
His book recommendation: The Black Book Of Communism (several authors)
Kontrarian Korner #4 - John Polomny