Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE

Josh Young, CIO of Bison, returns to the podcast to discuss what's going on in the energy markets and his recent investment thesis for Vital Energy (VTLE).   Bison's VTLE thesis: https://bisoninterests.com/content/f/vital-energy-is-deeply-discounted  Chapters  0:00 Intro  3:15 What's happened in energy stocks since Josh's last appearance  5:45 Discussing the outlook for nat gas  15:10 Josh's current outlook for oil  24:30 Is the oil market properly reflecting China's reopening  29:30 Can Russia keep up current production levels?  34:35 VTLE overview  51:00 Breaking down VTLE's assets a little further  57:35 What are the little things that energy companies do to improve operations  1:01:20 Has VTLE earned the right to pursue M&A?  1:07:00 VTLE's base case NAV valuation  1:11:30 Will private equity ever step back into the energy space?