The Contrarian Investor Podcast cover image

The Contrarian Investor Podcast

Natural Gas as the Energy of the Future: Applications and Investment Opportunities, With Farid Guindo

Dec 27, 2024
47:51
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).

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner