“Asymmetrical Set-up to be Long Energy Just Blows My Mind” says Fund Manager Chris MacIntosh
“Asymmetrical Set-up to be Long Energy Just Blows My Mind” says Fund Manager Chris MacIntosh. Chris is a Co-Editor of the The Insider Newsletter and Capitalist Exploits website. He is a generalist investor, who looks for asymmetric investments across the globe. At this moment, Chris is bullish energy – all types. Listen to our conversation about the various energy markets and how he is positioning himself and his fund. There is much to be gleaned about market cycles, portfolio risk management and the due diligence process.
0:00 Introduction
2:44 Following capital flows
4:38 Mining-blowing asymmetrical set-up to be long energy
10:28 Catalyst for higher prices in the energy market?
14:40 Biggest commodity investing opportunity?
20:43 Be skeptical of media narratives while paying attention to capital flows
29:36 Do exploration and development juniors have a spot in your portfolio?
34:10 Bullish Argentina
40:55 Where are interest rates headed in 2024?
This is smart man. I wish he was on the side of the environment and invested accordingly. When intelligent people like this just go where the money is and don’t care (ie coal) the world is less well off. I hope he comes around one day and uses his voice for change because people would listen.