
Energy Podcast: Energy records major gains in the first half of 2021
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:MLPs remain positive despite mixed performance in the marketsEnergy markets continue to surge with much more potential to g...
6 Heinä 20219min

Energy podcast: Carbon capture and sequestration as a primary role in the energy evolution
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:S&P 500 Index ended last week at a record high boosted by a potential bi-partisan infrastructure billEnergy and energy inf...
28 Kesä 20217min

Energy Podcast: How the Fed's view on inflation will impact pipeline companies
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:Unexpected news from the Fed meeting on inflationTwo recent legal battles that point to energy as the winnerWhy we think r...
21 Kesä 20216min

Energy Podcast: Oil markets soar as demand continues to exceed expectations
In this week’s energy podcast, Senior Portfolio Manager Brian Kessens discusses:Oil prices closed at a 2-year high as road traffic picks up in the U.S. and EuropeNon-core asset sales from midstream co...
14 Kesä 20216min

Energy Podcast: Energy markets continue their positive streak as economic recovery picks up
In this week’s energy podcast, Senior Portfolio Manager Quinn Kiley discusses:The economic recovery continues as job creation and Memorial Day driving numbers exceed expectationsMerger & acquisition a...
7 Kesä 20216min

Energy Podcast: Energy companies continue to embrace the energy transition
In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:Oil markets remained positive in anticipation of what could be a record summer driving seasonPros and cons of the Cimarex /...
1 Kesä 20218min

Energy Podcast: Energy remains resilient despite rising inflation
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:Oil prices fell with the potential for an agreement with Iran that would lift all major sanctions and increase supply to t...
24 Touko 20217min

Energy Podcast: Energy markets continue to soar as economy booms
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:Combination of demand recovery and restrained supply draining oil storageHow the stimulus, high savings rate and pent up d...
17 Touko 20217min




















