Summary of Super-Spiked Videopods (EP19): Q&A on 5 Big Questions for 2023, Part 1

00:00:00 - 00:15:00

In this video, Stephen Steinbrenner discusses five questions for 2023 related to the oil market. He notes that oil prices could fall if there are global recessions, returns on capital decline, and growth in oil demand is not as robust as expected. He also discusses the importance of diversifying one's investments, the potential for ESG 2.0, and the European finance industry.

• 00:00:00 In this video, Stephen Steinbrenner discusses five questions for 2023 related to the oil market. He notes that oil prices could fall if there are global recessions, returns on capital decline, and growth in oil demand is not as robust as expected. He also discusses the importance of diversifying one's investments, the potential for ESG 2.0, and the European finance industry.
• 00:05:00 The author discusses the pros and cons of capex in relation to oil prices, noting that while unit costs have historically been cyclical, capex is currently closer to the trough than to the peak. He also notes that while demand has increased by 25 over the past two decades, capex has not increased as much, implying that future demand may be lower than currently predicted.
• 00:10:00 This video is a Q&A with Super Spike, in which he discusses the current state of the economy, the volatility of the market, and the importance of understanding the "paradigm" when investing. He concludes by saying that even though the market is more volatile, it is still important to focus on companies with high returns on capital.
• 00:15:00 The video presents five questions for 2023, followed by a Q&A with two of the video's creators, Jeff Moore and John Paul DeJoria. Moore discusses his experiences working with DeJoria, and how their clashes helped them create valuable research for the market. DeJoria discusses his perspective on commodities and the impact Goldman Sachs' conference had on him.