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In Conversation with Judd Arnold: Capital Will Find a Home in Energy Value
Manage episode 364024954 series 3459116
Контент предоставлен Oil Ground Up. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Oil Ground Up 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.
Tony Greer connect with Judd Arnold of Lake Cornelia Research Management, a firm which manages in excess of $100 million of outside capital. Judd talks about his unique approach to the energy, oil and natural gas trade, one which is quite different from that of Tony. The discussion first focuses on upside potential of oil/gas equities weighted to the S&P currently and where the upside potential of that ratio can go when/if value becomes a norm. Judd talks about off shore energy production in-depth and why he sees refiners more of a trade opportunity than an investment.
21 эпизодов
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Manage episode 364024954 series 3459116
Контент предоставлен Oil Ground Up. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Oil Ground Up 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.
Tony Greer connect with Judd Arnold of Lake Cornelia Research Management, a firm which manages in excess of $100 million of outside capital. Judd talks about his unique approach to the energy, oil and natural gas trade, one which is quite different from that of Tony. The discussion first focuses on upside potential of oil/gas equities weighted to the S&P currently and where the upside potential of that ratio can go when/if value becomes a norm. Judd talks about off shore energy production in-depth and why he sees refiners more of a trade opportunity than an investment.
21 эпизодов
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