Energy Stocks

topic on 2 shows · 6 statements across 5 episodes

Capital Allocators All-In

6 statements about Energy Stocks, every show

CAPITAL ALLOCATORS Assertion Supported
Energy companies made up 24% of the S&P 500 in the 1970s
“Energy stocks, six of the top 10 market cap companies in the world in the seventies were energy stocks, and they were 24% of the S&P 500 versus four percent today.”
Ed Grefenstette Mar 24, 2025 ▶ 1:08:19 Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
ALL-IN Prediction Didn’t hold up
Sachs predicts energy stocks could be top performers in 2024
“My guess here, just a guess, is energy stocks energy prices could be among the top performers of twenty-twenty-four, just because there's so much risk of conflict breaking out now and escalating.”
David Sacks Jan 6, 2024 ▶ 54:47 E160: 2024 Predictions! Markets, tech, politics, and more
ALL-IN Disclosure
Friedberg discloses purchasing energy stocks in December 2021
“So the reason I bought energy stocks in December, and the reason I made this point was threefold.”
David Friedberg Feb 25, 2022 ▶ 24:16 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
ALL-IN Disclosure
Friedberg: Bought energy stocks in late 2021 due to infrastructure underinvestment
“I mentioned to you guys at the end of last year that I made a bet on energy stocks, and the reason I made a bet on energy stocks is because some of the breakthroughs that we're seeing in decarbonization and renewable energy, Has driven a reduction in capital i…”
David Friedberg Feb 12, 2022 ▶ 54:16 E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more
ALL-IN Prediction Not checkable as stated
Friedberg: Energy commodities and stocks will perform well amid rising conflict
“So in a world of increased global conflict, I think assets that do really well are energy commodities and energy stocks.”
David Friedberg Dec 29, 2021 ▶ 1:03:54 E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
ALL-IN Disclosure
David Friedberg reveals large personal investments in energy and defense stocks
“I recently made a big bet on energy stocks, defense stocks, and it used to be a gold.”
David Friedberg Dec 29, 2021 ▶ 1:04:00 E61: 2022 Predictions! Business, politics, science, tech, crypto, & more

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