Playback speed×Share postShare post at current time0:00/Pro Tier episodeThe full episode is only available to Pro Tier subscribersSubscribe to watchPro Tier Presentation - May 2026Oil Macro Overview and Deeper Dive into Latest IdeaJosh YoungMay 08, 2026∙ Paid2ShareThanks to those who were able to join this live! As a reminder, I own shares of companies discussed and may buy or sell them at any time. This is not an offer, solicitation or recommendation.Let me k…This post is for subscribers in the Pro Tier planUpgrade to Pro TierAlready in the Pro Tier plan? Sign inBison InsightsSubscribeAuthorsJosh YoungRecent PostsBest Idea Conference Presentation - Subscriber-Only PreviewJul 22 • Josh YoungThe Houthis Block the Bab Al-Mandab StraitJul 21 • Josh YoungPro Tier Presentation: Latest Two Investment IdeasJul 16 • Josh YoungCapitalizing on Surging Oil PricesJul 13 • Josh YoungWalkthrough of A Top Idea Corporate PresentationJul 3 • Josh YoungOil Market UpdateJul 2 • Josh YoungOil down, stocks down, opportunity here?Jun 24 • Josh Young