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Tag: energy

Natural Gas as the Energy of the Future: Applications and Investment Opportunities (Szn 6, Epsd 22)Podcast episode cover art feat Farid Guindo

Natural Gas as the Energy of the Future: Applications and Investment Opportunities (Szn 6, Epsd 22)

Published December 27, 2024

With Farid Guindo

Farid Guindo of Drill Capital Management joins the podcast to discuss his bullish views on natural gas — not the commodity itself, necessarily, but its application to meet future energy demand.

This podcast episode was made available to premium subscribers the day after recording and without ads or announcements. To become a premium subscriber, visit our Substack.

Content Highlights

  • Natural gas as the energy of the future even as prices of the commodity itself plummet (1:08);
  • Oil exploration is becoming increasingly difficult, expensive, and risky (2:58);
  • The ‘John D. Rockefeller moment’ for natural gas (5:46);
  • What role can nuclear energy play? (16:03);
  • In natural gas, there will be winners and losers, however… (18:00);
  • Where are the best opportunities? (19:51);
  • Background on the guest (28:39);
  • How will the new presidential administration (Trump 2.0) impact things? (41:38).
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The Trend is Your Friend. Right Now It’s Positive (Szn 6, Epsd 6)Podcast episode cover art feat Enrique Abeyta

The Trend is Your Friend. Right Now It’s Positive (Szn 6, Epsd 6)

Published April 5, 2024

With Enrique Abeyta, HX Research

Enrique Abeyta of HX Research rejoins the podcast to discuss his (constructive) views on the stock market, why commercial real estate concerns are overdone, and to provide one stock pick — and it’s not Nvidia, though he does discuss that at some length.

Some mature language is used at a few points. Sensitive listeners should be advised. 

The guest’s microphone setup is significantly better than the host’s so don’t get discouraged by the host sounding like he’s hiding in a cave at the open.

Content Highlights

  • Trends are underrated. Many investors don’t respect them or understand what they mean. The current trend is clearly long-term bullish for stocks (2:21);
  • However over the short term there could (probably will) be a pull back — as appears to be happening the week after recording (5:24);
  • On the whole, however, the outlook is very constructive. So constructive that the guest has only seen this clarity 10 times or less in his 30-year career (12:30);
  • When it comes to the Federal Reserve, there is a strong possibility interest rate policy stays roughly the same… (15:36);
  • Contrarian take: there’s no need to worry about commercial real estate: (19:00);
  • Regional banks presented an opportunity a year ago. New York Community Bancorp (NYCB) is not an opportunity now (23:54);
  • Views on Nvidia (NVDA): not super constructive (28:20);
  • One long term idea: Independent power producer Talen Energy (TLNE), owner of a nuclear power plant. The company recently emerged from bankruptcy (34:51).

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Trader With 380% Gains in 2022 Tells Us Why He’s Fully Allocated to Cash (Szn 5, Ep 6)

Published March 7, 2023

Season 5, Episode 6 feat Mark Szemeszki

This podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win.

Mark Szemeszki joins the podcast to discuss his highly profitable short crypto trades from last year and why his business cycle theory has him sitting in cash.

Content Highlights

  • Three-hundred-and-eighty percent (380%) returns last year. How did he do it? (2:47);
  • The macro view and leading indicators are pointing to a recession right now, which makes risk-taking more problematic in the short term (4:17);
  • His short crypto trades predate the FTX saga (7:33);
  • More on his business cycle theory (10:32);
  • Inflationary pressure is real, including from China’s reopening (13:37);
  • More information on catalysts sought when shorting altcoins (16:17);
  • Shorting the narrative on altcoins is a good strategy if you can get a good entry point (20:20);
  • Background on the guest (25:08);
  • More on his trades last year (27:13);
  • Probably 99% of crytpo currencies are useless, even Bitcoin and Ethereum (29:37).

More Information on the Guest

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