Sam Zell Says He's Investing in the Oklahoma Stack

The transcript discusses the dynamics of the energy market, focusing on oil pricing and OPEC's influence. It explores US energy investment opportunities, particularly in shale, and the potential for rapid supply increases. The impact of US energy policy on production and pricing is examined, along with investment strategies in the current economic climate. The discussion highlights sectors likely to benefit from Trump administration policies, including energy, real estate, and technology.

What is the speaker's perspective on the current state of cash reserves and investment opportunities?

What sectors does the speaker identify as potential winners under the Trump administration?

Can you describe the specific investment mentioned by the speaker in the STACK area?