Superinvestors and the Art of Worldly Wisdom cover image

#27: Diego Parrilla On The Perpetual Search For Extreme Optionality

Superinvestors and the Art of Worldly Wisdom

00:00

The Energy World Is Flat

LNG super cycle would have great parallelisms with the dot com. We knew that it would take at least three years for some of this price response to result into real supply. But we knew it would come. And in that sense, you know, that thesis started a little bit from the fact that nut gas, which had historically been just on its own and crude oil had no competition.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app