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

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(330)

The History of a Scandal: Metallgesellschaft Revisited with Kevin O’Reilly

The History of a Scandal: Metallgesellschaft Revisited with Kevin O’Reilly

In 1993, Metallgesellschaft, the German Global Industrial conglomerate lost $1.3bln in oil derivatives trading through its US subsidiary MGRM. The details leading up to their implosion and the subsequ...

1 Mars 202358min

Tantalum… a story of insatiable demand with Hadley Natus

Tantalum… a story of insatiable demand with Hadley Natus

Tantalum… a story of insatiable demand with Hadley NatusYou probably have not heard of Tantalum. However,  like the Greek mythological figure it is named after, the world is developing a need for it w...

22 Feb 202347min

Oil Supply & Demand in 2030 with Joel Couse

Oil Supply & Demand in 2030 with Joel Couse

Oil Supply & Demand in 2030 with Joel Couse The energy transition will not be an easy path for a world built on hydrocarbons. The demand picture for the next decade is easier to divine than supply. To...

15 Feb 202354min

The Case for Sustainable Aviation Fuel with Steve Mawer

The Case for Sustainable Aviation Fuel with Steve Mawer

The Case for Sustainable Aviation Fuel with Steve MawerGrowth in commercial air travel is unrelenting and so its carbon footprint - worrying airlines, passengers, and policy makers alike. Yet, air tra...

8 Feb 202351min

The Price of Time with Edward Chancellor

The Price of Time with Edward Chancellor

The Price of Time with Edward ChancellorAward-winning, financial journalist and historian Edward Chancellor join us to discuss interest rates and the impact on the commodities sector. Interest rates –...

1 Feb 20231h 1min

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 2 – The Last Pump in Town

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 2 – The Last Pump in Town

In part 2, we examine how the retail fuel world will manage the next decade and the transition to EVs. Will the highly efficient supply systems built over the last two decades decay as investment (and...

25 Jan 202348min

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 1

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 1

Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 1Fuel is the key driver in the oil market. The story of how diesel and gasoline reach the pump, and who traded it on the way, has shift...

18 Jan 202347min

The Power of Waves with Jan Skjoldhammer

The Power of Waves with Jan Skjoldhammer

The ocean is the world’s largest battery, charged by the sun and the wind year round. Harnessing that energy for power generation has proved problematic for years. Yet, it would bring significant adva...

11 Jan 202343min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-svart-marknad
badfluence
rss-jossan-nina
rss-borsens-finest
svd-tech-brief
avanzapodden
uppgang-och-fall
lastbilspodden
rss-inga-dumma-fragor-om-pengar
fill-or-kill
bathina-en-podcast
rss-dagen-med-di
tabberaset
dynastin
rss-veckans-trade
borsmorgon
rss-kort-lang-analyspodden-fran-di
kapitalet-en-podd-om-ekonomi