Episode Notes
In this week’s energy podcast, Senior Portfolio Manager Rob Thummel discusses:
- In October, Alerian MLP Index outperformed the Dow Jones Industrial Average, which had its best monthly gain since January 1976
- Updates on third quarter earnings season with many core infrastructure holdings reporting results last week
- Companies unveiling expansions to the U.S. energy infrastructure network that should facilitate increasing exports of crude oil, natural gas, and natural gas liquids
- Impact of a windfall profits tax suggested by President Biden