episode 660: Energy Podcast: Midstream energy continues with strong performance while oil prices fell in January
In this week’s energy podcast, Senior Portfolio Manager Matt Sallee discusses:
- Midstream outperforming the S&P in 2022 with lower volatility (beta of 0.70 to the S&P and 0.36 to crude oil)
- IEA forecasting record demand growth leading to tight supply putting upward pressure on oil prices
- Kickoff to fourth quarter earnings season
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