RiskReversal Pod
China Enters the Data Center, AI Profits Walk Out - with Louis-Vincent Gave & Peter Boockvar
What was said
Marathon is going to be buying 5% or 10% of their stock for the next few years. Yeah, the free cash flow yields are enormous. The free cash flow yields are absolutely enormous, and they have nothing to do with it. They're not going to go out and build new refineries.