The Bear Case For Oil With Matt Niblack

HedgeD

المحتوى المقدم من Nick Taylor, Morgan Creek Capital Management, and LLC. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Nick Taylor, Morgan Creek Capital Management, and LLC أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

3y ago 1:05:21

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In Part 2 of our two-part series on oil, we discuss the long-term Bear Case for hydrocarbons with Matt Niblack, President & Co-CIO of HITE Hedge Asset Management. HITE is one of the longest standing and few remaining sizeable hedge funds focused on Energy, which is particularly impressive considering the peaks and valleys they have had to endure across the firm’s seventeen-year history. Matt makes a compelling case for why many Energy business models today could prove to be the brick and mortar retail or film camera companies of the future. The opportunity set in Energy today is rich and complex. We trust our conversation with Matt will leave you with plenty to think about. Enjoy.

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#Trading #Business #Nick Taylor #LLC #Morgan Creek Capital Management #Finance #Investing #Hedgefund