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.

Episoder(311)

Interest Rates & Commodities: Live HC Insider Podcast Event

Interest Rates & Commodities: Live HC Insider Podcast Event

In late April, we brought together a panel of leading thinkers and executives from across the sector to discuss the impacts of rising interest rates on commodities in front of a live audience in New Y...

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Commodities in a Deglobalizing World with Jeremy Shapiro

Commodities in a Deglobalizing World with Jeremy Shapiro

Commodities in a Deglobalizing World with Jeremy Shapiro Commodities have been at the heart of globalization. Traders roamed freely and commodities priced to the marginal cost of production. Since the...

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Commodity Indexes with Tim Kramer, JC Kneale & Preston Peacock

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Commodity Indexes with Tim Kramer,  JC Kneale and Preston Peacock: Commodity indexes have grown in popularity among institutional and private investors, tracking the prices of a diversified basket of ...

2 Mai 20231h 8min

Commodity Markets Update: A View from the Top with Saad Rahim

Commodity Markets Update: A View from the Top with Saad Rahim

Description A View From the Top with Saad Rahim In this episode, Saad Rahim, Chief Economist of Trafigura, the global commodity trading house, joins us to give an overview on the current state of the ...

25 Apr 20231h

Powering Heavy Industry with Manoli Yannaghas

Powering Heavy Industry with Manoli Yannaghas

Powering Heavy Industry with Manoli YannaghasHeavy industry accounts for one third of power consumption. Many leading industrials and miners have ambitious targets to reach net zero. While renewables ...

18 Apr 202337min

The Energy Transition…delayed, with Mark Mills

The Energy Transition…delayed, with Mark Mills

How long will the energy transition take? The challenges are underestimated. Energy consumption will continue to expand as emerging economies develop, and as new classes of technologies emerge (not le...

11 Apr 20231h 10min

Hedge Funds & Commodities with Tor Svelland

Hedge Funds & Commodities with Tor Svelland

Hedge Funds & Commodities with Tor Svelland In this episode, we return to hedge funds and their role in commodities for investors, market participants and talent. Why is money returning to hedge funds...

4 Apr 202356min

The Pathways to Decarbonize Transportation with Michael Barnard

The Pathways to Decarbonize Transportation with Michael Barnard

The Pathways to Decarbonize Transportation with Michael Barnard In this episode, we take the long view of decarbonizing transportation. How will cars, trucks, trains and planes move in 2050? Which tec...

28 Mar 20231h 12min

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