#248: Purpose, Portfolios & the Oil Market: A Conversation with Rob Haworth
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#248: Purpose, Portfolios & the Oil Market: A Conversation with Rob Haworth
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Jay Young and Jordan Soto sit down with investment strategist Rob Haworth to discuss today’s market environment, oil prices, inflation, interest rates, energy exposure, and how investors can think about opportunity and risk. The episode also ties into the word of the week — purpose — with a conversation on leadership, adaptability, and staying focused in changing times.
Timestamps:
00:00 — Opening, word of the week: Purpose, and Jay/Jordan’s weekly discussion
22:00 — Rob Haworth joins and shares his background in investment strategy
29:00 — Oil prices, inflation, interest rates, and the current market outlook
43:00 — Staying strategic through advisor feedback, client conversations, and collaboration
48:00 — What investors may be underestimating right now
56:00 — Energy exposure, inflation hedging, and investing in oil and gas
1:07:00 — Has inflation changed since 2020? Rob breaks down what may be temporary vs. persistent
1:23:00 — Rob’s advice to his 18-year-old self: keep growing, stay flexible, and keep learning