Sam Zell Says Gold 'Is a Good Hedge'

The video discusses energy investments in the US, focusing on oil and gas assets, and the potential for price increases due to supply constraints. It highlights the lack of investment in new gold mines, leading to a shrinking supply and potential price rise. The discussion also covers the challenges in oil supply infrastructure, particularly pipelines in the Permian Basin, and the impact of political decisions on energy markets, such as the rejection of a pipeline in British Columbia affecting refinery operations in Tacoma.

What type of energy assets is the speaker interested in within the United States?

• Wind energy

• Nuclear energy

• Stranded oil and gas

• Solar power

Why does the speaker believe gold might be a good investment?

• Because of high demand for gold jewelry

• Due to technological advancements in mining

• Due to the shrinking supply and lack of new gold mines

• Because of government subsidies

What is the speaker's view on the current investment in oil?

• There is not enough investment in oil

• Investment in oil is sufficient

• There is too much investment in oil

• Investment in oil is irrelevant

What is one of the challenges mentioned regarding shale oil transportation?

• Lack of skilled labor

• High transportation costs

• Insufficient pipelines

• Environmental regulations

How did the refinery in Tacoma benefit from political decisions in British Columbia?

• By exporting more oil

• By increasing its production capacity

• By getting access to cheaper crude

• By receiving tax breaks