Northern Oil and Gas ($NOG) podcast mentions

Timestamped Northern Oil and Gas ($NOG) mentions across our podcast corpus.

  1. Yeah, I can just touch on them broadly. In Long-Term Growth, which is our stock strategy, the thing to take away from those 3 names, IDEX is an industrial business that tries to just buy niche companies that are critically important products for their customers, but are a low portion of the costs, of what the customers need. So there's an emphasis on reliability and gives them some pricing power. So high quality, kind of steady industrial business. McKesson is one of the 3 big drug distributors. Uh, the emphasis on GLP-1 weight loss drugs, they've been a beneficiary of that cuz they're one of the companies distributing it, uh, around the country. So in addition to healthcare, and then US Bancorp, it's probably the biggest, highest quality of the super regional banks. So when you look at that broadly, industrials, healthcare, financials, those are three sectors we've been allocating to over the course of the first half of this year without trying to get caught in trying to chase the AI trade. We're just trying to smartly allocate to other areas when we see prices we like. And then in high income, this is the perfect example of showing where we've been starting to reallocate in the last month. So Northern Oil and Gas, Kimball Royalty. Those are in the oil and gas space. We've been adding a bit back to energy, uh, as the oil price got back below, um, $70 or $80. And then adding to our precious metals position again, or making sure everyone has the, the full allocation we want them to have in gold, silver, and a few of the gold and silver mining or royalty companies. Uh, making sure that that's kind of back to the base level allocation we want. In high income, so that if gold and silver turn and start moving higher from here, we're back to where we want to be and, and can participate how we would like.
    Chance Finucane · Thoughtful Money with Adam Taggart · A Market Reversal Is Inevitable | Chance Finucane, Oxbow Advisors ​ · 2026-07-16