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In Conversation with Judd Arnold: Capital Will Find a Home in Energy Value

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Manage episode 364024954 series 3459116
Konten disediakan oleh Oil Ground Up. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Oil Ground Up atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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.

  continue reading

15 episode

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iconBagikan
 
Manage episode 364024954 series 3459116
Konten disediakan oleh Oil Ground Up. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Oil Ground Up atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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.

  continue reading

15 episode

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