Farid Guindo of Drill Capital Management joins the podcast to discuss his bullish views on natural gas -- not the commodity itself, necessarily, but its application to meet future energy demand. Content Highlights
- Natural gas as the energy of the future even as prices of the commodity itself plummet (1:08);
- Oil exploration is becoming increasingly difficult, expensive, and risky (2:58);
- The 'John D. Rockefeller moment' for natural gas (5:46);
- What role can nuclear energy play? (16:03);
- In natural gas, there will be winners and losers, however... (18:00);
- Where are the best opportunities? (19:51);
- Background on the guest (28:39);
- How will the new presidential administration (Trump 2.0) impact things? (41:38).
The Contrarian Investor Podcast