Equity Investing in Commodities with Matt Zabloski

Equity Investing in Commodities with Matt Zabloski

Today, we return to the subject of investing in commodities, this time from an equities angle. How has the sector performed over the last couple of decades and how much diversification does it offer? How do you analyze and discover value in the sector? And are investors returning and how best to navigate investing in such a rapidly evolving sector? Our guest is Matt Zabloski, founder and chief investment officer of Delbrook Capital Advisors, a Vancouver-based fund manager, focused on alternative investment strategies in the metals and mining sector. Matt has had a long career investing in energy and natural resources including as a portfolio manager with Fidelity.

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Solving Grey Hydrogen with Chad Mason

Solving Grey Hydrogen with Chad Mason

Hydrogen made in a steam reformer, grey hydrogen, is responsible for 3% of global greenhouse emissions yet it is embedded in many industrial applications. More broadly industry accounts for some 10% o...

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Q3 Market Review: Back to Normal? Trends and talent moves in commodities

Q3 Market Review: Back to Normal? Trends and talent moves in commodities

Download here: https://www.flipsnack.com/hcinsider/q3-2023-market-review/full-view.htmlTo sign up to receive the review in future quarters, along side our other thought pieces, interviews and analysis...

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The Cotton Market with Crawford Tatum

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Co-Locating Energy Storage & Renewables with Brian Knowles

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Who Really Prices Oil? HC Insider Podcast Live Event hosted by Onyx Capital

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Who really prices oil? Traders? OPEC? Financial Flows and hedge funds? The oil markets are far different than two decades ago. They are increasingly financialized opening trading to a far greater numb...

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Taiwan’s Energy Security Challenge

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Taiwan’s energy security is on a knife edge. Energy Transition policies have increased reliance on fossil imports while also increasing CO2 emissions. At the same time, China’s growing belligerence po...

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Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux

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Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux On the day of publication, Bloomberg investigative reporter Zeke Faux, joins us to discuss his new book Number Go Up. Zeke foll...

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Chip War: How semiconductors became the new oil with Chris Miller

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