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.

For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(330)

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness Eirik Waerness, Chief Economist of Equinor, the global energy major, joins us to discuss their Energy Perspectives 2023-  an inde...

25 Jul 202357min

Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel Sheldon

Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel Sheldon

Changing Battery Chemistries & Lithium Iron Phosphate (LFP) with John Passalacqua and Isobel SheldonThe Lithium-Ion battery is the fulcrum on which the energy transition hinges. However, its chemistry...

18 Jul 202342min

Special Announcement: Q2 Market Review: Blocatization & Deglobalization

Special Announcement: Q2 Market Review: Blocatization & Deglobalization

You can sign up to HC Insider content, including though pieces and future reviews here:Download the market review hereFor more information on HC Group and our services visit www.hcgroup.global For rel...

17 Jul 20234min

Back to Ag Futures with Scott Irwin

Back to Ag Futures with Scott Irwin

Back to Ag Futures with Scott IrwinIn this episode, we are joined by a global leader in the field of agricultural economics.  His research on commodity markets is widely cited by other academic resear...

11 Jul 202356min

Volatility with Stephen Roseme

Volatility with Stephen Roseme

Volatility with Stephen RosemeThe commodity markets have had a period of unprecedented volatility. Furthermore, the energy transition is likely drive volatility over the long-term as infrastructure, f...

4 Jul 202343min

SPACS, ESG 2.0, Mining & Investing in the Energy Transition with John Dowd

SPACS, ESG 2.0, Mining & Investing in the Energy Transition with John Dowd

A lot has changed in the last three years when it comes to investing in the energy transition. Inflation and rising rates have altered economics, the tools and the returns expected. ESG is no longer t...

27 Jun 202353min

EU Policy, Strategy & The Critical Raw Materials Act with Julia Poliscanova

EU Policy, Strategy & The Critical Raw Materials Act with Julia Poliscanova

The EU has set ambitious goals to decarbonize, especially in transportation, accelerated by the geopolitical necessity to reduce reliance on hydrocarbons. However, the minerals and even technological ...

20 Jun 202344min

Food Inflation & The Agri Markets with Kona Haque

Food Inflation & The Agri Markets with Kona Haque

Food inflation is persistent globally, even after the underlying commodity prices have dropped. What is going on? Will food prices normalize and if so when? Has something structural happened? And what...

13 Jun 202344min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
rss-pa-konto
rss-skravla-gar
pengepodden-2
finansredaksjonen
pengesnakk
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
utbytte
lederpodden
rss-markedspuls-2
okonomiamatorene