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Showing episodes and shows of
BR Kelleran And VBL
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Kontrarian Korner
Kontrarian Korner #19 - Brynne Kelly
After talking with Vince Lanci VBL a while back, he said I should have Brynne Kelly on to talk about oil markets, and after the recent action in oil, I figured now was as good of a time as any. We talked about oil and natural gas, LNG, energy infrastructure, among other topics.Podcast Summary* Her view on owning energy equities, and why she prefers to get energy exposure directly through the commodities.* OPEC spare capacity as the overhang on oil markets for now.* Her thoughts on oil going negative in 2020...
2024-09-17
56 min