In today's episode we'll talk about the dynamics of investing in the oil and gas industry. Covering a range of topics that explore the global energy landscape, the role of the US as a major oil producer, and the intriguing investment opportunities within the fossil fuel sector. 

Shownotes: 

1. Shift in Perspective: the environmental impact of electric vehicles and the continued reliance on fossil fuels.

2. US as the Largest Oil Producer: Emphasizes the abundance of resources in the US and the importance of continued investment in production.

3. Investment Perspective and Global Human Flourishing: Discusses the moral case for fossil fuels and their role in global human flourishing.

4. Value Investing and Warren Buffett's Approach: Talks about the declining supply curve, inelasticity of oil supply, and the potential for strong oil prices.

5. Due Diligence in Oil and Gas Investments: Explores different investment strategies, focusing on existing cash flows and risk reduction.