I am excited to announce that Shubham Garg has returned to Tav's 2 Cents for another fantastic episode! Shubham is one of the best sources of oil related content on the internet as it relates to investing and Shubham's insights in this episode will not disappoint! In this episode we discuss 00:30 White Tundra Investments 02:35 What characteristics to look for in a oil company 07:42 The Impact of Scale on O&G Companies 11:50 How to Build a Portfolio of O&G Companies 16:21 Macro Lessons Learned in 2022 21:09 China 28.38 Emerging Markets 34.40 The US Dollar's Impact On Oil 39:30 Shubham's Thoughts on MEG Energy (MEG.TO, MEGEF) 45:57 The O&G Sector Rewarding Shareholders in 2023 50:37 Shubham's Thoughts on Surge Energy (SGY.TO, ZPTAF) All in all a great discussion! Hope you enjoy the show! You can find more of Shubham's content/research at https://www.whitetundra.ca I highly recommend anyone interested in O&G check out his site, there is a ton of great information there including WhIte Tundra Investment's holding and Shubham's personal portfolio.