episode 665: Energy Podcast: Midstream and energy earnings, increase in M&A activity, and Macro concerns surrounding the debt ceiling legislation
In this month's energy podcast, Senior Portfolio Manager Matt Sallee discusses:
- Updates on earnings season and key themes across the board
- Midstream being a bright spot in Q1 energy earnings
- The increase in M&A activity in both upstream and midstream
- Push back following ONEOK acquisition of Magellan Midstream
- Macro concerns surrounding the debt ceiling legislation and looming recession potential
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