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Inhoud geleverd door Nick Taylor, Morgan Creek Capital Management, and LLC. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Nick Taylor, Morgan Creek Capital Management, and LLC of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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The Bear Case For Oil With Matt Niblack

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Manage episode 313461455 series 3272055
Inhoud geleverd door Nick Taylor, Morgan Creek Capital Management, and LLC. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Nick Taylor, Morgan Creek Capital Management, and LLC of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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.

Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com

Follow us on Twitter @HedgeD_Podcast

Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/

  continue reading

44 afleveringen

Artwork
iconDelen
 
Manage episode 313461455 series 3272055
Inhoud geleverd door Nick Taylor, Morgan Creek Capital Management, and LLC. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Nick Taylor, Morgan Creek Capital Management, and LLC of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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.

Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com

Follow us on Twitter @HedgeD_Podcast

Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/

  continue reading

44 afleveringen

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