Podcasts Of The Week
Crappy Cars, Oil Markets, And A Discussion Between Two Fund Managers
I’m back this week after two weeks off. I passed the Series 65 exam on Friday, so I will be back to the regular posts moving forward. I have three podcasts today on a variety of topics. The first will be best for car enthusiasts, while the other two focus on current events, commodities, the economy, and broader financial markets.
Gold Goats n’ Guns w/ Eric Peters
Ever wonder why the cars we manufacture today are so shitty? Why they continue to get more expensive while the quality goes down? Why you can’t get a V-8 sports car with a manual, or a small pickup truck? If you are a car guy, you will enjoy this one. Eric Peters (who runs his own website at www.ericpetersautos.com) talks about the CAFE standards, manufacturers, and why this won’t last forever. They also discuss the delusion that we are all going to be driving EVs in the next decade, among other car related topics. Everyone’s situation is different, but if you are looking for a new ride, now’s not a great time be looking. I think at some point we get back to building cars and trucks that people actually want, but it might be awhile.
The Market Huddle w/ Kuppy and Chris MacIntosh
This one was an interesting conversation between two investors that I follow on a variety of topics. Harris Kupperman and Chris MacIntosh both run funds, and they have been focused on the commodities space for awhile. They are both offshore and uranium bulls (so maybe there is a bit of confirmation bias), but both are extremely smart and logical with their points on different sectors and current events.
Macro Voices w/ Rory Johnston
This one doesn’t focus on individual companies, and is instead a big picture look at oil markets. They talk about some of things they see with oil markets, including recent events, the Strategic Petroleum Reserve, and supply and demand. They both lean bullish on oil, but there are things that could have an impact on oil prices, and by extension, the energy stocks that I’m still bullish on. A short summary is that there are a lot of crosswinds when it comes to oil markets, and it will certainly be interesting to watch it play out over the next 6-12 months. If you want a podcast focused primarily on the oil market, this one’s for you.