Want to create an interactive transcript for this episode?
Podcast: Hedgeye Podcasts
Episode: The Best of Hedgeye: Mark Gordon → Unprecedented Opportunity in Oil Markets
Description: ***This webcast originally aired live on Hedgeye.com on November 22nd, 2019***In this special edition of Real Conversations Hedgeye CEO Keith McCullough sat down with Ascent Oil Fund CIO Mark Gordon to discuss his deep dive on the current oil market set-up.Gordon's core point is that we are at a major inflection point between the shift from the "Age of Abundance" to a "Return to Scarcity" with important implications for a pricing regime change over the next six months. This regime change will be caused by:From the demand perspective, a truce in the...