Why Energy Stocks Are Down When They Should Be Up with Bob Brackett | The Real Eisman Playbook Ep 60

On episode 60 of The Real Eisman Playbook, Steve Eisman sits down with Bob Brackett, the energy and mining analyst at Bernstein, to break down the energy landscape and discuss why energy stocks are down even as oil sits near $100 a barrel in the wake of the Iran war. Bob also explains where the opportunities are, which companies are best positioned, and why the forward curve is confusing even the most seasoned investors. They also explore the AI connection to energy demand, the UAE leaving OPEC, and much more.

0:00:00 - Intro

0:00:55 - Bob's Background

0:01:50 - What's Happening in This Sector?

0:07:15 - Exxon, Oil Prices, & The Forward Curve

0:18:52 - UAE Dropping Out of OPEC

0:22:04 - Natural Gas

0:35:12 - Miners & Copper

0:40:32 - Lithium

0:46:10 - Analyzing the Main Groups & Companies of the Sector

0:55:14 - Drillers

1:02:00 - Which Companies Does Bob Like?

1:06:20 - EOG

1:08:40 - Back to Miners

1:10:15 - L&G

1:14:32 - Outro

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