Hedgeye Energy Policy analyst Joe McMonigle joined Daryl Jones to tackle some of the most important questions facing energy investors today in our 22nd episode of In The Arena. 

Daryl jumped right in by asking Joe, "What do you see as the single greatest risk to oil markets right now"?

Joe held nothing back and detailed the current geo-political risk, "The attack on the oil processing facility in Saudi Arabia really awakened the geopolitical risk factor. I still think it’s not fully priced in yet. I think there's a lot of my more risk to be had in the oil market as a result of that middle East conflict."

Topics Joe and Daryl covered in this insightful and somewhat alarming conversation included:

• Geopolitical Risks: Iran’s maximum chaos theory
• Aramco IPO: the “deal of the century”, delays, and valuations
• U.S. Energy Policy: impacts from the Presidency, fracking ban, and stock competitiveness