Chevron

“OFAC just authorized two European oil operators who operate in Venezuela, ENI and Repsol, to begin exporting back to Europe that had been sanctioned earlier. And they allowed Chevron, the US company who's operating in Venezuela, to have a dialogue with the gov…”

“We took all the large asset management complexes. I think Wellington. Wellington, Fidelity, Neuberger, you name, Capri, you name them, and say, okay, let's figure out where their largest energy exposure is and what number it is in their portfolio. They're taki…”

“If Chevron is all IQ, Starbucks is largely EQ. The board is made up of people who were running Domino's Pizza, Nike. So understand the consumer in a much more innate level that permeates into how the companies run.”