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

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Episoder(330)

The Long Term Impacts of COVID-19 on the Commodity Markets

The Long Term Impacts of COVID-19 on the Commodity Markets

Will COVID-19 accelerate changes to how commodities are traded? Will we see more failures and further pull back of trade finance? Or will COVID-19 trigger a resurgence in opportunities for trading bus...

30 Sep 202040min

Making a good commodity trader

Making a good commodity trader

We look at the common attributes and behaviors required to be a successful trader. We examine how the environment of the trader can support or hinder performance. We look at how motivations and perfor...

23 Sep 202032min

Building a commodity trading business: rewards and risks

Building a commodity trading business: rewards and risks

2020 has highlighted how trading platforms can protect natural resource producers price shocks and boost earnings through extracting more value from  the products and with better reach into the market...

16 Sep 202033min

Investing in Commodities

Investing in Commodities

Roy makes a compelling argument that all investors should follow the commodities sector and expands on the asset class' role in portfolio theory. Roy was involved in the creation of the first commodit...

9 Sep 202038min

Trump, Biden, and Global Commodities

Trump, Biden, and Global Commodities

Far from being just a domestic US affair, this election promises to be one of the most consequential for the global energy and commodities sector in decades, given the stark differences between the tw...

2 Sep 202047min

Energy Transition, Part Two: Change for Producers, Operating Models and Talent

Energy Transition, Part Two: Change for Producers, Operating Models and Talent

Roland is one of the leading thinkers in the commodities sector and Global Head of Oil & Gas, Mining & Chemicals at Oliver Wyman For related content and to find out more about HC Group, a search firm ...

20 Aug 202037min

Energy Transition, Part One: Trading Houses, with Roland Rechtsteiner

Energy Transition, Part One: Trading Houses, with Roland Rechtsteiner

Roland is one of the leading thinkers in the commodities sector and Global Head of Oil & Gas, Mining & Chemicals at Oliver Wyman For related content and to find out more about HC Group, a search firm ...

13 Aug 202033min

The Solar Decade with David Fernandez of Goldman Sachs

The Solar Decade with David Fernandez of Goldman Sachs

Why the Solar Decade and what will that mean in terms of scale? What are the benefits for generators and investors? Is it geographically restricted by sunbelts? How will the solar decade change the co...

6 Aug 202033min

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