Apr 30 2022 Macro Outlook

White Tundra Investments' seminar: Apr 30 2022 Macro Outlook

00:00 Intro
04:05 Commodity Pricing
13:27 Inventories
51:20 Demand
1:57:20 Supply
3:43:21 Price Impact on Economy
3:49:50 Impact of Renewables
3:58:06 Broad Market Macro
4:09:03 Q&A

[michaelfitzgibbon]

This might be the most informative thing I have ever listened to.

[Miiike]

This presentation was outstanding. Thank you. So very much appreciated.

[nowithinkyouknowyourewrong]

Thanks for the audiobook, it was 2am to 7am for me, so thanks for recording for aussies.

[franktucker]

You are the best - many thanks for your hard work!

[jo]

Thanks again, appreciate all that you do!

[vickie]

Thanks Shubham, this was fantastic information. I can tell you have spent a lot of time putting this information together. Much appreciated 👍

[jhadj]

I hope to become like you in the next few years.

[romandoroshenko]

As always, the presentation was great and extremely useful! Could you please share a couple slides with the proved reserves of Canadian O&G producers in any of your future Stock Valuation or Macro Outlook? This data is mostly available for Big Oil companies, but smaller (Canadian) players are out of radar's screen...

[helenstam]

Great Content, I am a huge fan of SCHD and I feel like that was a smart move on your part. SCHD is my favorite pure dividend growth ETF. I also own some hybrid dividend/covered call ETF’s like DIVO and JEPI. You are a young guy, so I think more growth oriented Investments make more sense than JEPI, a more income focused investment.
I am in the process of transferring my Schwab trading account to M1 Finance. It just suits my more passive, long term investment style where I can invest bigger amounts and still get larger shares on all of my investments along with automatic rebalancing. Great content as always.

[joecrawford]

Amazing, thank you. Please include key themes and their timestamps - will help to navigate.

[peachlandtaxi]

In the end, was Matthew Simmons right with his "Twilight in the Desert" ?

[stephenhubble]

Guyana offshore is in the absolute very beginning with the new exploration discovery finds being announced recently. And that future potential production will dramatically increase the value of those present there, especially the small players like CGXEF or OLY, as well as FECCF or FEC. Even HES and APA are a good bet for Guyana offshore production that will be increasing for many years to come.

[pheisssable]

Great presentation. Small critic: less ahhhm would be nice

[zprodigalson]

At 4:27:12 you mentioned Birchcliff and Crew will be gone. Do you mean they’ll be part of a merger/acquisition?

[zachhoff]

Thanks for the video. Is there a podcast version of it that can be downloaded?

[isabellawilliam]

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