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Arvind Sanger - The Sustainable Energy Transition

The Business Brew

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The Risk Tolerance of Shorting Commodities

I've been an equity guy all my career. So I do trade commodities. My most successful commodity trade and my one that saved my prior fund in 2008 from having a bad year from having a terrible year. At when oil got to 147, we were very lucky on that day. We started buying put spreads. And crude oil went all the way down to $20 or whatever in the global financial crisis. That really is what helped us in our portfolio.

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