By Jeremy Schwartz, CFA
Last week's "Behind the Markets" podcast focused on opportunities and risks in the U.S. energy infrastructure space, with two great guests: Simon Lack of SL Advisors and Bill Stone, Chief Investment Officer at Stone Investment Partners.
In this conversation, we touched on:
The disconnect between U.S. energy infrastructure fundamentals, what we have accomplished in the U.S. and the sector's performance; that is to say, how the U.S. is already an exporter of natural gas and can become the world's largest producer of oil by the end of 2019, yet how many