Episode 22: Joe McMonigle, Hedgeye Energy Policy Analyst

Hedgeye: In The Arena

English - October 01, 2019 11:00 - 40 minutes - 27.6 MB - ★★★★ - 46 ratings
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Previous Episode: Episode 21: Darius Dale, Hedgeye Senior Macro Analyst (Part 2)

Next Episode: Episode 23: Charlie Gasparino, Senior Correspondent, FOX Business Network

Hedgeye Energy Policy analyst Joe McMonigle joined Daryl Jones to tackle some of the most important questions facing energy investors today in our 22nd episode of In The Arena.

Daryl jumped right in by asking Joe, "What do you see as the single greatest risk to oil markets right now"?

Joe held nothing back and detailed the current geo-political risk, "The attack on the oil processing facility in Saudi Arabia really awakened the geopolitical risk factor. I still think it’s not fully priced in yet. I think there's a lot of my more risk to be had in the oil market as a result of that middle East conflict."

Topics Joe and Daryl covered in this insightful and somewhat alarming conversation included:

Geopolitical Risks: Iran’s maximum chaos theoryAramco IPO: the “deal of the century”, delays, and valuationsU.S. Energy Policy: impacts from the Presidency, fracking ban, and stock competitiveness