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episode 629: Energy Podcast: Energy appears to be the only safe sector as markets struggle with inflation and geopolitical risks


In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:

  • Why energy is doing relatively well in a market where most are seeing earnings power erode
  • Earnings results and outlook from two Waste to Energy companies
  • New LNG developments from Exxon and New Fortress

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 May 16, 2022  6m