Josef Schachter on the New Era Finance Podcast
In this episode, I break down why energy is entering a supercycle, which stocks have real 10-bagger potential, and why even crypto investors need exposure right now. I explain how energy stocks could mirror the kind of explosive gains crypto saw 3–4 years ago, with many names still trading at just 2–3x cash flow versus 8–10x at past peaks, and I revisit the 1974–1981 cycle when energy equities surged 15–20x. I also discuss how rising demand from AI data centers and crypto mining is colliding with supply constraints, as OPEC struggles to increase production due to depletion and years of underinvestment. I highlight the overlooked opportunity in Canadian energy stocks and the value in natural gas names with liquids exposure, and explain why I believe every crypto investor should own energy. I lay out the case for oil moving sustainably above $100 by 2028, the energy crisis the market isn’t pricing in, how I approach selecting the best companies based on management, assets, and financials, and the broader risks, including the potential for recession driven by higher oil prices. Finally, I touch on why gold has already gone parabolic while energy stocks have yet to catch up.