Investing in the US Energy Sector

The video discusses the impact of increased inflation and interest rates on deal flow, highlighting a rise in deal opportunities despite market challenges. It explores changes in investment quality post-pandemic, particularly in the speculative market. The energy sector's volatility, influenced by geopolitical factors and government policies, is examined. The speaker shares insights on real estate, noting a lack of recent purchases due to perceived overpricing and a focus on liquidity. The discussion also touches on the role of government in energy investments and the potential of nuclear energy.

How does the speaker perceive the government's role in the oil market?

What is the speaker's opinion on the future of fossil fuels and renewable energy?

What has been the speaker's experience with real estate investments over the past decade?