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Manual of Ideas Podcast: March 2020

  • Glenn D. Surowiec
  • Mar 13, 2020
  • 1 min read

Updated: Feb 10, 2021

I was so pleased to be a part of this discussion with The Manual of Ideas, and they've just released the MP3. Have a listen as we review recent market developments, observations, and opportunities. I discuss the dislocations and opportunities in the energy sector as a result of the coronavirus, and the sharp drop in oil prices. I also review my investment theses on Exxon Mobil (NYSE: XOM) and Schlumberger (NYSE: SLB), among other companies.


Glenn D. Surowiec
Registered Investment Advisor
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