Today's chat was incredibly fun. I talked with Paul Sankey, founder of Sankey Research, an energy consultant and advisor to energy companies and large institutional investors. With many decades of energy industry experience, Paul has become THE expert on energy stocks and the energy industry. 

We talked about energy policy, the current supply/demand imbalance and the new and improved investment opportunities across the energy sector as these companies transition from cash destroyers to free cash generators and big dividend payers. 

Paul highlights E&P names, natural gas opportunities, refining opportunities as well as some in the MLP and pipeline space.

Paul is a wealth of knowledge in this category that is still very under-owned by investors of all kinds. His view has been that energy stocks should make up a much bigger percent of the market and indices and the future is bright for the equities that are strong capital allocators and shareholder friendly.

For more information on Sankey Research: https://www.sankeyresearch.com

For more information on the Global Brands strategy: https://www.globalbrandsmatter.com/dynamic-portfolio