September 08, 2023

Fully Charged: A Deep Dive Into the Energy Sector

25 minutes

As we head into a big, energized sports weekend, we go all in on all things energy. From oil and gas stocks to the demand and performance of EVs, we’ll review where we’ve been and where we’re headed in the world of energy investing.

Key Takeaways

[02:45] - The current state of the oil market

[04:41] - The demand for and price of electric cars

[08:19] - Investing in oil companies and commodities in general over the last decade

[12:17] - Will there be a re-rating on energy stocks?

[15:07] - How big of a factor does ESG play?

[17:23] - Fuel economy, EVs, and self-driving cars

[21:18] - Berkshire Hathaway, Fidelity, Robin Hood, and the power of disciplined investing

Links

WTI is up 25% since Jim Cramer went bearish on oil

Tesla Model S and Model X base prices drop once again

Vanguard Energy ETF

Rockefeller Foundation moved away from fossil fuels in 2021

Harvard says it will not invest in fossil fuels

Fuel economy for all vehicle classes has improved substantially over past 2 decades

Odd Lots podcast: self-driving cars might finally be for real

In-ground pool permits declined by -36% in units and -30% in dollars YoY

If Berkshire Hathaway stock tanked 99% it would still have outperformed S&P 500

Fidelity study: best-performing accounts were of people who forgot they had an account

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Doug Stokes

Greg Stokes

Stokes Family Office

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Disclosure

The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.

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