Episode Details
| Title | Oil’s Seismic Shock |
|---|---|
| Date | 4/6/2020 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $OILMAJORS - Major oil companies with strong balance sheets could benefit from industry consolidation in the wake of the oil price collapse.
- “Assets don't go bankrupt. Only management teams and balance sheets.” - Jeff (20:57)
- 🟢 $SHALE - 🔒
- 🟢 $RENEWABLES - 🔒
Bearish:
- 🔻 $OIL - 🔒
- 🔻 $AIRLINES - 🔒