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In Conversation with Judd Arnold: Capital Will Find a Home in Energy Value
Manage episode 364024954 series 3459116
Contenido proporcionado por Oil Ground Up. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Oil Ground Up o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Tony Greer connect with Judd Arnold of Lake Cornelia Research Management, a firm which manages in excess of $100 million of outside capital. Judd talks about his unique approach to the energy, oil and natural gas trade, one which is quite different from that of Tony. The discussion first focuses on upside potential of oil/gas equities weighted to the S&P currently and where the upside potential of that ratio can go when/if value becomes a norm. Judd talks about off shore energy production in-depth and why he sees refiners more of a trade opportunity than an investment.
11 episodios
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Manage episode 364024954 series 3459116
Contenido proporcionado por Oil Ground Up. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Oil Ground Up o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Tony Greer connect with Judd Arnold of Lake Cornelia Research Management, a firm which manages in excess of $100 million of outside capital. Judd talks about his unique approach to the energy, oil and natural gas trade, one which is quite different from that of Tony. The discussion first focuses on upside potential of oil/gas equities weighted to the S&P currently and where the upside potential of that ratio can go when/if value becomes a norm. Judd talks about off shore energy production in-depth and why he sees refiners more of a trade opportunity than an investment.
11 episodios
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Similar a Oil Ground Up
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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continue reading
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