SmarterMarkets™

Winter is Coming Episode 9 | Greg Sharenow, Managing Director and Portfolio Manager for Commodities and Real Assets, PIMCO

Oct 29, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
Energy Market Outlook: Fed Versus OPEC Plus?
02:12 • 6min
3
China's COVID and Fiscal Policy Challenges CAPX
07:50 • 2min
4
What's the Impact of the European Energy Crisis on Commodities?
10:04 • 5min
5
Investing in Oil and Gas Production, Other Forms of Energy Production
15:01 • 4min
6
The Challenges of LNG FITs
18:49 • 2min
7
Investing in Commodities and Real Assets - Is That a Good Idea?
20:54 • 5min
8
Oil and Agriculture - What Do You Think Is the Best Medium Term Investment Opportunity?
25:37 • 3min
9
Investing in the Oil Sector?
28:30 • 5min
10
The Challenges in Investing in Solar, Wind and Other Technologies
33:06 • 2min
11
Energy Transition - What's the Biggest Challenge?
34:42 • 2min
12
The Smarter Markets Podcast - Winter Is Coming on ABAGS Exchange
37:00 • 3min