The Bear Case For Oil With Matt Niblack

HedgeD

Nick Taylor, Morgan Creek Capital Management, and LLC द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Nick Taylor, Morgan Creek Capital Management, and LLC या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

3y ago 1:05:21

MP3•एपिसोड होम

In Part 2 of our two-part series on oil, we discuss the long-term Bear Case for hydrocarbons with Matt Niblack, President & Co-CIO of HITE Hedge Asset Management. HITE is one of the longest standing and few remaining sizeable hedge funds focused on Energy, which is particularly impressive considering the peaks and valleys they have had to endure across the firm’s seventeen-year history. Matt makes a compelling case for why many Energy business models today could prove to be the brick and mortar retail or film camera companies of the future. The opportunity set in Energy today is rich and complex. We trust our conversation with Matt will leave you with plenty to think about. Enjoy.

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