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Essential
•The Essential Conversation
Where To Find Alpha in an Energy Crisis
Appreciating nuance can help investors generate solid returns in a volatile energy sector.
Featuring Adam Joseph Golden and Moritz Seibert
Mar 23, 2022 • 38 minutes
Supply-chain issues brought on by the COVID-19 pandemic had already snarled the long-term transition to renewable energy. The war in Eastern Europe threw a wrench into it. A new energy crisis has generated historic volatility for oil and gas but has also brought back once-maligned sources like coal as highly profitable investments. The long arc of history may still favor renewable energy, says Exponential Age Asset Management Chief Investment Officer Moritz Seibert, but we could be in a mini-golden age for trading fossil fuels. Moritz and energy trader Adam Joseph Golden take a cool-headed, profit-and-loss-centered look at global energy markets. Recorded on March 18, 2022.
Show MoreThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
More EpisodesThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
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