In this clip from my podcast Behind the Data, I get into why my market analysis stays deeply data-driven.
Anyone can wave their hands and conjure a narrative about where oil prices and rig counts are headed.
Building a model rigorous enough to run backward in time and reproduce what the market actually did…that’s what’s necessary to support real capital planning.
I’m choosing not to pursue anecdotes dressed up as a forecast. Instead, I create robust machinery for carrying the state of the market forward in time.
Because we’re not making these forecasts in a vacuum. Real capital decisions depend on them.
Check out full episodes here.
