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Energy Podcast: Energy remains one of the few positive sectors for the third quarter and the best performer YTD

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Manage episode 342959146 series 1401895
Content provided by Tortoise Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tortoise Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:

  • Consensus view appears to be that the Fed’s conviction that it must increase interest rates to fight inflation will cause a recession
  • Unfortunately Senator Manchin’s language to limit permitting time for infrastructure projects was removed from the bill
  • OPEC+ meets this week and positive communication to support oil prices could drive energy stock higher

Download Transcript

  continue reading

485 episodes

Artwork
iconShare
 
Manage episode 342959146 series 1401895
Content provided by Tortoise Capital. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tortoise Capital or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:

  • Consensus view appears to be that the Fed’s conviction that it must increase interest rates to fight inflation will cause a recession
  • Unfortunately Senator Manchin’s language to limit permitting time for infrastructure projects was removed from the bill
  • OPEC+ meets this week and positive communication to support oil prices could drive energy stock higher

Download Transcript

  continue reading

485 episodes

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