TIP631: The Bullish Energy Cycle w/ Arvind Sanger

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 17 May 2024

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today’s episode, 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 - Intro 02:21 - How the energy space has developed over the past 30 years. 05:35 - Why energy is inherently cyclical. 11:21 - Arvind’s view on a sensible energy transition. 21:49 - China and India’s role in today’s energy markets. 25:51 - How Arvind views this energy cycle playing out. 28:19 - How AI will impact energy demand. 32:49 - The primary metals needed in the transition to sustainable energy. 42:20 - Why Arvind is still bullish on uranium. 55:55 - Potential breakthrough technologies to come in the future. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Check out Geosphere Capital. Related Episode: TIP572: Finding Value in the Oil Market w/ Josh Young | YouTube Video. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota The Bitcoin Way Vacasa Industrious Meyka AT&T Range Rover Fundrise CI Financial Yahoo! Finance Briggs & Riley iFlex Stretch Studios Public American Express USPS Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:03.0	On today's episode, I'm joined by Arvin Sanger to discuss investment opportunities in the energy,
0:08.2	metals, and mining space.
0:10.1	Arvin Sanger is the founder and managing partner of Geosphere Capital Management, which focuses on natural resources and related industrial companies worldwide.
0:19.0	Arvin has been in a space for multiple decades and after his outlook for the energy cycle turned positive
0:24.7	he relaunched his fund in October of 2021. Since then his fund is up 88.9% net of fees through
0:32.1	Q1 2024 while his benchmark is up 62.5%, and the S&P 500 is up just 26.9%.
0:40.5	His benchmark is a 50-50 weighting of the S&P Energy Index and the MSCI Metals and Mining Index.
0:46.5	During this chat, Arvin and I cover how the energy space has developed over the past 20 or so years.
0:51.6	Why Energy is inherently cyclical, Arvin's view on a sensible
0:55.8	energy transition, China and India's role in today's energy markets, how Arvin views this
1:01.3	current energy cycle playing out, how AI and cryptocurrency mining are impacting energy demand,
1:07.5	the primary metals needed in the transition to sustainable energy,
1:11.5	why Arvind is still bullish on Uranium after the
1:14.3	run-up in 2023, potential breakthrough technology to come in the future and
1:18.4	so much more. Arvind is very sharp and well-versed in so many industries so I really think you're going to
1:24.3	enjoy this one. With that let's dive right into today's discussion with Arvin Sanger. Celebrating 10 years and more than 150 million downloads.
1:37.0	You are listening to the Investors Podcast Network.
1:39.7	Since 2014, we studied the financial markets and read the books that influence self-made
1:44.8	billionaires the most. We keep you informed and prepared for the unexpected.
1:49.2	Now for your host, Clay Fink. Welcome to the investors' podcast. I'm your host Clay Fink and today I'm thrilled to be joined by Arvind Sanger.
2:08.0	Arvin, it's great to have you here.
	...

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