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Energy: Separating the Fundamentals from the Politics

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Manage episode 468298841 series 3286247
Content provided by Dynamic Funds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dynamic Funds 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://ppacc.player.fm/legal.

Vice President & Portfolio Manager Jennifer Stevenson and Associate Portfolio Manager, Scott Reid explore the recent volatility in the oil market driven by geopolitical tensions and supply-demand imbalances and discuss the potential impacts of the Trump administration’s policy agenda and tariffs. They also see a positive outlook for natural gas, driven by growing liquefied natural gas demand, and the impact of reshoring and industrial growth on energy needs.

  continue reading

105 episodes

Artwork
iconShare
 
Manage episode 468298841 series 3286247
Content provided by Dynamic Funds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dynamic Funds 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://ppacc.player.fm/legal.

Vice President & Portfolio Manager Jennifer Stevenson and Associate Portfolio Manager, Scott Reid explore the recent volatility in the oil market driven by geopolitical tensions and supply-demand imbalances and discuss the potential impacts of the Trump administration’s policy agenda and tariffs. They also see a positive outlook for natural gas, driven by growing liquefied natural gas demand, and the impact of reshoring and industrial growth on energy needs.

  continue reading

105 episodes

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