Рет қаралды 5,558
Clay is joined by Arvind Sanger to discuss investment opportunities in the energy, metals, and mining space.
Arvind Sanger is the founder and managing partner of Geosphere Capital Management, a global long-short equity hedge fund focused on natural resources and industrial companies worldwide.
IN THIS EPISODE YOU’LL LEARN:
00:00:00 - Intro
00:00:41 - Energy History
00:05:11 - Market Cyclicality
00:11:50 - Sensible Energy Transition
00:15:30 - Fossil Fuels
00:27:11 - Energy Demand from AI
00:30:35 - India
00:32:33 - Investing in Metals
00:39:43 - Uranium
00:48:17 - Coal
00:51:28 - Things to Watch
🤝 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Clay and the other community members: theinvestorspodcast.com/maste...
🏡 Make more from your vacation home by doing less. Partner with Vacasa today. vacasa.com/
📈 Learn to invest like legend investors do - from the company that has interviewed them. Use KZbin15 to get 15% off! theinvestorspodcast.podia.com...
💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: www.theinvestorspodcast.com/s...
▶️ RELATED EPISODES:
- Finding Value in the Oil Market w/ Josh Young: • Finding Value in the O...
- Energy, Inflation, and the FED w/ Lyn Alden: • Energy, Inflation, and...
- Are Real & Hard Assets Better? | Energy, Metals and Mines w/ Will Thomson: • Are Real & Hard Assets...
- How to Navigate Market Cycles | Insights from Howard Marks: • How to Navigate Market...
- The SECRET to Maximum Returns: Mastering the Market Cycle by Howard Marks: • The SECRET to Maximum ...
🎧 Listen to our episodes here: link.chtbl.com/TIP-WSB
🖊️ Access the transcript and learn more about the guest here: www.theinvestorspodcast.com/e...
💡 OTHER RESOURCES
- Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future - Use our link here for a 14-day free trial: www.sahg6dtr.com/59QC8Z/R74QP/
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
ABOUT OUR SHOW 🎙
On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market.
🌍 Website: www.theinvestorspodcast.com/w...
📝 Help us understand our audience better so we can create a more intentional user experience by answering this survey! www.theinvestorspodcast.com/s...
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
📚OUR FREE INVESTING COURSES/RESOURCES www.theinvestorspodcast.com/t...
📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE www.theinvestorspodcast.com/t...
⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤
❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.