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The Contrarian Investor Podcast

Oct 7, 2021

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Todd Sullivan of joins the podcast to discuss his long term bullish views on oil.

The guest also provides his favorite stocks -- all portfolio holdings of his -- for investors to take advantage of this trend.

Content Highlights

(Spotify users can click on the timestamp to link to the start of the section directly)

  • Big picture elements of supply, demand, and infrastructure that are driving the long term bull case for oil (2:50);

  • What about the potential for an economic slowdown in the U.S. and more importantly China? How might that impact things? (7:39);

  • Background on the guest and how he turned his passion as a blogger and investor into his current position (11:17);

  • The three energy names he really likes right now (18:51);

  • Energy has been unpopular for some time and people are under the illusion that gas and oil are going away. "Nothing could be further from the truth." (25:28);

  • Why transport companies are more of a pure-play on energy prices than drillers (29:30);

  • $100/barrel oil is a "realistic scenario" and prices could stay high after that as the macro outlook remains constructive (37:17);

  • The bullish outlook for the cannabis industry in the U.S. -- this will be the topic of a future episode (42:49).

More Information on the Guest

Special Offer for Listeners

  • Subscribe to ValuePlays at the original rate (discount of 63% over current prices). The guest discusses specifics of the service starting at (32:04).