Videos Of The Week
Robotti's Mid Year Update, The RFK Hearing Rabbit Hole & Answering A Couple Things On Sable
I’m going to jump right into the videos this week and save the work on Sable Offshore SOC 0.00%↑ for the end.
Robotti & Co. Mid Year Meeting
There are some podcasts or videos that skip to the top of the queue, and the updates from Bob Robotti fall in that category. They always have interesting ideas, and their focus on valuation and the capital cycle is something that is worth keeping an eye on with where markets are today. They talk about some of the advantages in certain industries for businesses located in North America, particularly with the domestic chemical companies. They also get into portfolio management, position sizing, and what they focus on when buying and selling. For anyone interested in cyclical sectors, this one is a must watch.
Rogue News w/ Veles
I have been doing weekly appearances on RogueNews lately, but whenever Veles is on the show, it’s a must watch. They bounced around several different topics, but it was interesting on several fronts.
Private equity’s focus on infrastructure assets, and the high valuations of some of those assets.
The end of Bretton Woods, and the shifting alliances in the political world.
Why we might see more violent outbursts like the one in Minnesota.
The RFK hearing, and how important it was (if you can only listen to one section, skip to 24:30 and listen to this one).
The government destroying documents related to COVID and the vaccine.
For anyone looking for rabbit holes, take notes.
Quick Thoughts On Sable
I won’t be doing the full rundown again, but I have been getting enough questions that I wanted to touch on a couple points.
