Oil, Gas, and Bonds: John Polomny's Investment Strategies Revealed

[@inittowinit928]

Thank you for watching! Let us know what you think in the comments below! See you next in Part 2: Nuclear Power, Uranium, Gold, and Silver. John also gives his thoughts about a Trump administration, and Javier Milei in Argentina. Have a wonderful day!

[@antonioraider5710]

Thank you for the time you put into the channel. Happy new year!!

[@carloslima6923]

I did not know Polomny. Great insights.

[@evannia4753]

Nice work Steve. 2 of my favorite KZbin channels in one

[@sbren2527]

Great interview! John is one of my favorite. His newsletter and weekly updates are great. Highly recommend his substack. Thanks for having John!

[@scottm3775]

John is being truthful and the truth hurts. He need not apologize for seeing what’s going on.

[@ericl7959]

Thanks for relating my question about EC and PXT. Amazing answer from John

[@Mr4autiger]

Extremely valuable & informative episodes on this channel throughout the Christmas season. Thank you.

[@porpentosa]

At 8:30: the German term for the group of midsize companies is "Mittelstand".

[@HeyU308]

$TLT discussion is important.

[@mattbittner775]

Thanks for asking John my Transoceanic question

[@a.hartholt6104]

Good stuff 👌

[@HeyU308]

Two great dudes.

[@FiatIsDead]

Anyone know what the offshore oil service company is he was talking about? Its on the LSE

[@inittowinit928]

@@FiatIsDead Do you mean Transocean? RIG?

[@FiatIsDead]

@inittowinit928 no, it was the one later in the video where he said he didn't want to name all of his portfolio holdings.

[@arttunieminen3297]

Ticker is 0EMB.L in London but the primary ticker is REACH.OL in Norway. Company is Reach Subsea ASA ​@@FiatIsDead

[@arttunieminen3297]

@@FiatIsDead the company is Reach Subsea ASA. In London the ticker is 0EMB.L but the primary ticker is REACH.OL in Oslo exchange.

[@arttunieminen3297]

I just bought it today. Price to free cash is like 2 and the company is growing like crazy.

[@barbaraatkinson2204]

Hey Steve bought some EC at open 40% divided check it out! Thanks to to both of you ,you just get better and better

[@dwgnewman1508]

You mentioned about front running the Canadian federal election, can you explain. Thank you

[@arttunieminen3297]

Trudeau out, would mean that canadien oil stocks goes up and right In value!

[@dwgnewman1508]

@arttunieminen3297 Thank you Sir

[@inittowinit928]

@@dwgnewman1508 Yeah. What Art said. I would add 2 companies. Peyto and Birchcliff.

[@marklammertink1]

In the Netherlands we had quakes of 3.0. The government decided to shut down the entire gas industrie. Because we could get cheap gas from Russia, Norway and Qatar. Right...

[@franciswall4248]

Heeeere's Johnny!

[@kaznika6584]

Ecopetrol at 42% dividend. That's insane!

[@theodoroseidler7072]

I have some issues with Polomny's rationale. My main issue has to do with economic stagnation in Europe and loss of manufacturing in the US. Both have to do with the same thing, in my view: a notion of welfare state and the made up rules these societies developed to make everyone in their population believe they are rich. And so, if you are rich, you expect high wages, less working hours, plenty of holidays, wages that never fall and only go up, 13th salaries, vacations, etc etc etc...The problem is society becoming less productive and much less willing to work as a Chinese worker does and a society addicted to free stuff. This all results in higher taxes for everyone and fewer kids which further compounds the problem. It looks to me that it will get much worse before it gets any better. But it is totally reversible. The difficulty in reversing decades on the wrong path is that this will be painful and thus, politically challenging.

[@donmertle9099]

Sounds like you a falling for Milton Friedman and Allen Greenspan. In my hometown the Federal Government stepped in and build sidewalks in the depression because, the private economy was not creating employment. Later the thrifty local Republicans removed all the markings on sidewalk corners to hide that history or you would see it today 90 years later. Amphitheater in the State Park, trails in National Parks, sewers and sidewalks were directed public investments. I think that’s a better investment than robot cars blocking traffic and dragging pedestrians in hopes of putting taxi drivers out of business.