Why Oil & Gas is Off the Radar + Smallcap Opportunities $VTLE $JOY.TO $SD with Josh Young, Founder and Portfolio Manager at Bison Interests

My guest on the show today is Josh Young, Founder and Portfolio Manager at Bison Interests. I’ve had Josh on the show twice before, the last time was July 2022, and it was definitely time to get a high level update on all things energy and oil & gas, and specifically, why its gone off the radar. We discuss how the global energy crisis has been temporarily defused, valuations collapsed, tech stocks re-inflated, and what the opportunity set looks like in Oil & Gas small cap-side. Josh also goes into detail on a few ideas within the O&G opportunity set that he’s looking at: Vital Energy, Journey Energy, Sandridge. For more information about Bison Interests, please visit: https://bisoninterests.com/ You can Follow Josh Young on Twitter @josh_young_1: https://twitter.com/Josh_Young_1 Today’s episode is sponsored by: Stream by AlphaSense, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE trial on their website: https://streamrg.co/PMC Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft