What The Funk?

Josh Young, Portfolio Manager of Bison Interests, joins us to share his unique perspective on incentive theory and its impact on the oil and gas sector. Influenced by his time at the University of Chicago and mentorship from Nobel laureates like Milton Friedman, Josh’s contrarian approach to investing is rooted in a deep understanding of behavioral drivers in the market. In this engaging episode, he reveals his journey from Los Angeles to Houston, insights on navigating the volatile oil and gas landscape, and the role of technology in modern investment strategies. Josh’s approach sheds light on the benefits of betting on undervalued stocks and his vision for the future of Bison Interests.

00:00 - Intro
00:59 - Who is Josh Young
04:08 - Growing Up in LA and Moving to Chicago
08:48 - College Studies and Education
11:04 - Early Career Journey
16:40 - The Benefits of Taking Risks
23:06 - No Oil and Gas Exposure
23:10 - Transitioning to Houston
23:18 - Starting the Transition into Oil and Gas
23:20 - Understanding Executive Compensation
23:24 - Houston's Role in My Journey
23:28 - Inflection Point into Oil and Gas
23:32 - How I Entered the Oil and Gas Industry
23:36 - First Oil and Gas Investment
23:40 - First Oil and Gas Company Experience
23:44 - Founding My First Oil and Gas Company
29:10 - Relocating to Houston
34:52 - Personal Biases in Investment Decisions
38:00 - Bison's Unique Investment Approach
40:54 - A Day in the Life of Kuppy
46:58 - Josh's Daily Fantasy Sports Strategy
49:15 - Strategies to Outperform the Market
52:17 - Where to Connect with Josh
53:05 - Josh's Last Meal
54:48 - Interview Wrap-Up
55:12 - Closing Thoughts

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