When the Oil Cycles Turn, a 50 to 500x Return is Entirely Possible: Shubham Garg

Founder and CEO of White Tundra Investments Shubham Garg doesn't see any other investment opportunity out there like the oil and gas sector. He explains how years of underinvestment in the sector, declining reserves worldwide, and the end of the shale oil boom are driving the supply/demand fundamentals into a very lucrative setup for investors poised to capitalize.

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White Tundra Investments: https://www.whitetundra.ca
White Tundra Investments on Youtube: https://www.youtube.com/@shubhamgarg360
Shubham on Twitter: https://twitter.com/WhiteTundraSG

00:00 Introduction
00:24 Shubham Garg Origin Story
02:52 Tailwinds for Oil & Gas in 2023
07:13 ESG and the Energy Transition
10:24 Vanguard Withdrawing From Net Zero
13:17 Shale Oil Declines
20:05 How Does Shubham Invest in Oil?
26:31 Importance of Hedging
32:21 Political Risk in Canadian Oil & Gas
36:20 Jurisdictions Outside North America
43:12 White Tundra's Top Holdings

#oil #oilandgas #oilstocks