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Hedge Fund Tips with Tom Hayes - Podcast - Episode 218 - December 21, 2023

Hedge Fund Tips with Tom Hayes

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Fluctuating Demand for Energy and Acquisition of Natural Gas Company

This chapter explores the changing energy demand and the current negative sentiment surrounding the energy sector, discussing arguments against energy recovery and concerns about ESG and lending to energy companies. The hosts also express their optimism about a natural gas company they have recently acquired a position in, despite seasonal weakness in the oil patch, emphasizing its undervalued status based on liquidation value.

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