Baytex Energy Corp T.BTE

Amrita Sen speaking with Jeff Currie

[jleer42]

Interesting conversation with Amrita Sen and Jeff Currie. Covered China, US election, Iran, and commodities in general. Both expect oil to go into 90's in the summer and then fall back. I found the discussion on short vs long investment horizon interesting. Basically, you need to be long or you miss the reprice whenever it does happen.


https://www.energyaspects.com/jeff-currie-podcast-2

[jack4567]

Thanks for this.  Very illuminating for me on the economy in China.  Two very knowledgeable pros exchanging notes.  Great discussion.