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Контент предоставлен Nick Taylor, Morgan Creek Capital Management, and LLC. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Nick Taylor, Morgan Creek Capital Management, and LLC или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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Energy Survivors – Hold ‘Em Or Fold ‘Em [May 2022 HedgeD, With A Capital “D” Webinar Series]
Manage episode 331068148 series 3272055
Контент предоставлен Nick Taylor, Morgan Creek Capital Management, and LLC. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Nick Taylor, Morgan Creek Capital Management, and LLC или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In this episode, we replay the May 2022 HedgeD, With A Capital “D” Webinar, during which we provided an update to our Energy Survivors theme – a high conviction Value-oriented theme of ours since shortly after the outbreak of the pandemic in 2020. We provided an update on the Bull Case Energy and the Bear Case, both of which ultimately come down to one’s timeframe, in our opinion. We hope you appreciate the update and welcome any follow-up questions or comments. Please feel free to @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com.
Follow us on Twitter @HedgeD_Podcast
Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
Join our monthly HedgeD, With A Capital “D” monthly series by emailing HedgeD@morgancreekcap.com
Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ
45 эпизодов
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Manage episode 331068148 series 3272055
Контент предоставлен Nick Taylor, Morgan Creek Capital Management, and LLC. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Nick Taylor, Morgan Creek Capital Management, and LLC или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
In this episode, we replay the May 2022 HedgeD, With A Capital “D” Webinar, during which we provided an update to our Energy Survivors theme – a high conviction Value-oriented theme of ours since shortly after the outbreak of the pandemic in 2020. We provided an update on the Bull Case Energy and the Bear Case, both of which ultimately come down to one’s timeframe, in our opinion. We hope you appreciate the update and welcome any follow-up questions or comments. Please feel free to @ us on Twitter @HedgeD_Podcast or email us directly at HedgeD@morgancreekcap.com.
Follow us on Twitter @HedgeD_Podcast
Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/
Join our monthly HedgeD, With A Capital “D” monthly series by emailing HedgeD@morgancreekcap.com
Subscribe to our YouTube channel by visiting https://www.youtube.com/channel/UC8RssLKui3GNrxlOtYk6jRQ
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Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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