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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Hydrogen's Future with Erik Rakhou

Hydrogen's Future with Erik Rakhou

In this episode we return to Hydrogen with guest Erik Rakhou, Associate Director at Boston Consulting Group.  Low-carbon Hydrogen projects, policy support and predictions continue to dominate the news...

9 Mars 202245min

SPECIAL UPDATE: The Invasion of Ukraine with Robert Bensh

SPECIAL UPDATE: The Invasion of Ukraine with Robert Bensh

Robert Bensh, veteran energy executive and Ukraine investor, joins us again in a special episode to update us on the harrowing, shocking and tragic events in Ukraine. What has become of the people and...

3 Mars 202231min

Food: Demand, Inflation & the Agri Markets with Soren Schroder

Food: Demand, Inflation & the Agri Markets with Soren Schroder

Demand for food is growing, and changing, with population increases and demographic change. At the same time, energy transition is creating an insatiable appetite for agricultural products. To date, a...

2 Mars 202250min

The History & Future of Commodity Trading in Investment Banks with Kevin O'Reilly

The History & Future of Commodity Trading in Investment Banks with Kevin O'Reilly

At the end of the last decade, Investment Banks dominated commodity trading. The best results, the biggest seats and the best paid. A few short years later and the majority had scaled back or exited. ...

23 Feb 202249min

Capital Markets & The Energy Transition with Arash Nazhad and Blake Best

Capital Markets & The Energy Transition with Arash Nazhad and Blake Best

Trillions of dollars will be needed to transition the global industrial base away from fossil fuels. Unlike the digital revolution, this will be capital intensive and technologically diverse – many of...

16 Feb 202255min

Surviving and Thriving Trading natural gas with Bill Perkins

Surviving and Thriving Trading natural gas with Bill Perkins

Trading is hard. Trading natural gas is trading on hard mode. The market has constantly evolved since its inception over the last twenty years ago, as regulation, transparency and market developments ...

9 Feb 202256min

The Paradigm Shift in Mining with Roland Rechtsteiner

The Paradigm Shift in Mining with Roland Rechtsteiner

The mining sector faces powerful forces that are both disrupting it and creating opportunity. Customers are demanding greater transparency, while the energy transition continues to impact the entire s...

2 Feb 202246min

40 Classic Crude Oil Trades with Owain Johnson

40 Classic Crude Oil Trades with Owain Johnson

In this episode we talk with author Owain Johnson, on his recently published book, 40 Classic Crude Oil Trades. A unique window into the world of oil trading and the traders that drive the markets. Th...

26 Jan 202243min

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