Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 60

About this episode

Steve Eisman and Bob Brackett discuss the current state of energy stocks and the factors influencing their decline despite high oil prices.

On episode 60 of The Real Eisman Playbook, Steve Eisman sits down with Bob Brackett, the energy and mining analyst at Bernstein, to break down the energy landscape and discuss why energy stocks are down even as oil sits near $100 a barrel in the wake of the Iran war. Bob also explains where the opportunities are, which companies are best positioned, and why the forward curve is confusing even the most seasoned investors. They also explore the AI connection to energy demand, the UAE leaving OPEC, and much more. 0:00:00 - Intro 0:00:55 - Bob's Background 0:01:50 - What's Happening in This Sector? 0:07:15 - Exxon, Oil Prices, & The Forward Curve 0:18:52 - UAE Dropping Out of OPEC 0:22:04 - Natural Gas 0:35:12 - Miners & Copper 0:40:32 - Lithium 0:46:10 - Analyzing the Main Groups & Companies of the Sector 0:55:14 - Drillers 1:02:00 - Which Companies Does Bob Like? 1:06:20 - EOG 1:08:40 - Back to Miners 1:10:15 - L&G 1:14:32 - Outro Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not…

People in this episode

Host: Steve Eisman

Guest: Bob Brackett

Topics covered

• energy stocks
• oil prices
• OPEC
• natural gas
• mining
• AI and energy demand

Keywords

• energy stocks
• oil prices
• Iran war
• OPEC
• natural gas
• copper
• lithium
• AI
• investing

Mentioned in this episode

Organizations: Bernstein, OPEC

Products: oil, natural gas, copper, lithium

Places: UAE

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