Chuck chats with Josh about energy investing, beefing with Energy Cynic and how do we spread the good word.

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00:00 - Intro
00:40 - Who is Josh Young
01:56 - Education Background
05:46 - Career Before Bison
10:37 - Matt's Entry into Oil and Gas
12:21 - Treadstone Energy Overview
16:26 - Bison Oil & Gas I - Fundraising
19:05 - Investor Sentiment in Bison I
21:43 - Importance of Management
23:44 - Evaluating Management Performance
25:22 - Stock Selection vs Market Beta
26:56 - Anticipating Market Changes
28:40 - Current Investor Sentiment
30:55 - Valuation of Oil Market
34:17 - Understanding Backwardation
37:57 - Wellsite Navigator Insights
44:14 - Canadian Oil Landscape
47:50 - Impact of Biden on Oil Industry
48:29 - Alberta's Energy Policies
54:38 - Reclaiming the Energy Narrative
57:04 - Actions vs Words in Energy
1:00:57 - Changing Perceptions in Energy
1:03:04 - Future of the Energy Industry
1:10:55 - Final Thoughts on Energy
1:13:55 - Disagreement with Art Berman
1:14:30 - Disagreement with Energy Cynic

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