What can investors learn from the trade offs an energy CEO is facing and the choices he's making? Fidelity's experts go over the highlights from the interview with Baker Hughes Chief Executive Lorenzo Simonelli, providing context and investment implications.

Ned Salter, Global Head of Investment Research, is joined by Analyst and Portfolio Manager Paul Gooden and Portfolio Manager Rosanna Burcheri.

Listen to the full interview with Lorenzo Simonelli here.

Watch video clips and read bonus material from the interview here.

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