Episode Two of This Week In Doom sees The Chicken and me welcome our first guest, Rory Johnston whose work at his Substack, Commodity Context, is absolutely indispensable and, given the current dynamics in energy markets, looks set to become more so with each passing week.
In this fascinating discussion, Rory walks us through the oil industry from some basic concepts to some of the more nuanced factors affecting supply and demand and offers a set of insights rooted in years of experience analyzing the sector for one of Canada’s biggest banks.
From pipelines to politics, Rory breaks down the oil & gas sector with the precision of a surgeon, proving exactly why he was the perfect opening guest on This Week In Doom as we try to bring under- followed analysts and content creators to a broader (and deserved) audience...
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, and The Narrative Game, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
The End Game Ep. 10 - Chris Cole
The Narrative Game Ep. 4 - Events, Dear Boy, Events
Super Terrific Happy Hour Ep. 7 - John Hathaway: Being A Doyen Is A Good Thing, Right?
The End Game Ep. 9 - Felix Zulauf
The End Game Ep. 8 - Dr. Marc Faber
Super Terrific Happy Hour Ep. 6
The End Game Ep. 7 - Edward Chancellor
The Grant Williams Podcast - TC
The Narrative Game Ep. 3 - The Grift That Keeps On Giving
The End Game Ep. 6 - Lacy Hunt
The End Game Ep. 5 - Russell Napier
The End Game Ep. 4 - Jim Grant
Super Terrific Happy Hour Ep. 5 - Yet Another Super Terrific Guest
The End Game Ep. 3 - Mike Green
Super Terrific Happy Hour Ep. 4 - Another Super Terrific Guest
The End Game Ep. 2 - The Lord Of The Dark Matter
The Narrative Game with Ben Hunt Ep. 2 - The Three Phases Of Narrative
The End Game Ep. 1 - The Art Of Short Selling & A Mystery Guest
Super Terrific Happy Hour Ep. 3 - Super Terrific Guest
016 - Hmmminar Series - Neil Howe (22 May 2020)
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