Today the #hottakeoftheday podcast talks with Josh Young, Founder, Managing Partner, and Portfolio Manager of Bison Interests, for a wide ranging discussion on the market, investments, what’s next for oil and why an investment thesis works… until it doesn’t.

Interview

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Josh Young official bio

CO-FOUNDER and Chief Investment Officer, Bison Interests

Josh is a Co-Founder of Bison Interests and serves as its Chief Investment Officer, leading Bison’s research and investment process. He is focused on idea generation, investment strategy and portfolio construction. He is responsible for managing Bison’s outside advisers across geology, engineering, finance and management. Josh has over a decade of professional experience investing in publicly traded oil & gas stocks. He was previously Chairman of the board of Iron Bridge Resources, a publicly traded E&P. He led the reconstitution of the board and management there, $80 million in asset sales and the sale of the company for $142 million. Prior to Bison, Josh was Portfolio Manager of Young Capital Management, a board member of Lucas Energy (LEI) – a small cap publicly traded oil producer, and an investment analyst at a multi-billion dollar, single family office, which was nominated as Institutional Investor’s Single Family Office of the Year. He has been profiled on the front page of Bloomberg.com and in Oil and Gas Investor Magazine, interviewed as an energy expert in broadcast media outlets like Fox News and Al Jazeera, quoted in publications including Barron’s and Reuters, and regularly speaks at industry events. Josh graduated with honors from the University of Chicago where he earned his Bachelor’s in economics.

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