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Arvind Sanger - The Sustainable Energy Transition

The Business Brew

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The Rise and Fall of the Commodity Business

When you were at SAC, it sounds like some of your career is a function of obviously being smart, but being in the right place for that first kind of run. And then the next decade was tough. Is that a fair way to characterize what's going on? Absolutely. What I've seen is that these cycles last a long time. And these cycles have different drivers. So if I look at the early 2000s when I first got to the buy side, the drivers of the cycle with twofold.

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