Finance
The Oil & Gas Toll Booth (MDST)
Date: 2026-03-08 13:40:58
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Midstream expert and Portfolio Manager for the MDST Midstream ETF joins us to discuss the Midstream Market. If you like consistent monthly income that isn’t tied to the S&P 500, this one might be for you. MDST does NOT issue a K-1 tax form. (*this interview was recorded on Feb 25th, 2026, prior to the Iran conflict)
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Timestamps:
00:00 Introduction
00:26 How sustainable is the income from MDST?
01:19 Why did you choose a managed distribution?
02:11 What could cause the MDST distributions to rise or fall?
05:40 What is a Midstream?
09:45 Why did Midstreams perform poorly from 2014 to 2020?
12:26 What are the potential risks for Midstreams in the future?
15:42 Is energy transition a risk for Midstreams?
18:31 Midstream prices don’t move with the stock market
20:16 The relationship between oil & gas prices and Midstreams
23:51 What effect is AI having on Midstreams?
25:47 Why did Midstream prices remain flat in 2025 then spike in early 2026?
27:30 The difference between Midstream MLP’s and Corporations
29:04 How do you select and weight the MDST portfolio?
31:32 Tax treatment for MDST
33:05 MDST Management Fee
34:05 Why has MDST outperformed AMLP?
35:57 How is MDST different from other Midstream funds?
37:25 MDST’s option strategy explained
42:06 MDST versus WEEI (Midstream vs Energy fund)
45:23 What is your outlook for Midstreams in 2026?
(Interview recorded on Feb 25, 2026)
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