Goldman's Currie: Capital Markets Still Out of Balance

The video discusses the short-term bullish and long-term bearish market forecasts due to supply disruptions in Canada, Nigeria, and surprises from Iran and Iraq. It highlights the imbalance in capital markets, with E&P companies having access to debt and equity, affecting market dynamics. Investor sentiment is mixed, with some bullish on oil due to lack of appealing alternatives. The video also covers M&A activity, private equity's role, and market volatility, emphasizing the need for capital market rebalancing.

What are the differing perspectives between specialists and macro investors regarding the energy sector?

How do expectations of future prices influence current market behavior?

What role does private equity play in the current energy investment landscape?