Capital Club Looking Forward: The Status of the Oil and Gas Market Post-Pandemic with Adam Rozencwajg
Adam Rozencwajg has 15 years of investment experience. Between 2007 and 2015, Rozencwajg worked exclusively on the Global Natural Resources Fund at Chilton Investment Company with Leigh Goehring. Prior to joining Chilton Investment Company, Rozencwajg worked in the Investment Banking department at Lehman Brothers between 2006 and 2007. He holds a Bachelor of Arts degree with a major in Economics/Philosophy from Columbia University.
In this episode, Adam talks about what has transpired in the oil and gas industry during the span of the COVID-19 pandemic. He will share how the industry has been affected and what the future looks like for the market moving forward. Adam also talks about how different parts of the world are promoting and moving to decarbonization and renewable energy. He also shares his thoughts on the best investment ideas today. Listen in!
[00:01 – 03:29] Opening Segment
- Welcoming Adam to the show
- Adam shares his background
[03:30 – 17:11] The Current State of the Oil and Gas Market
- Adam’s thoughts on the oil market
- The effect of the COVID-19 pandemic on the oil industry
- How leading organizations responded to the crisis
- What makes an oil company investable today
[17:12 – 31:20] Decarbonization and Renewable Energy
- The positive effects of decarbonization
- A look at renewable energy
- The impact of electric vehicles on decarbonization
- How the rest of the world is promoting decarbonization
- Are we entering into a commodity supercycle?
[32:21 – 42:01] The Best Investment Ideas Right Now
- Oil and gas-related equities
- Uranium, copper, and agricultural securities
- Adam on investing in gold
- What Adam is bearish on
- His thoughts on cryptocurrency
- Closing words
Tweetable Quotes
“I think as people begin to think about the world as potentially supply-constrained in oil, those companies that have their high-quality assets will be interesting.” - Adam Rozencwajg
“Things don't typically go from radically undervalued to average. They tend to go from radically undervalued to radically overvalued. So I think that oil and gas represent still, even after this run, the most dramatic opportunity we've seen probably in our investment lifetime.” - Adam Rozencwajg
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Connect with Adam:
Website: gorozen.com
LinkedIn: https://www.linkedin.com/in/adam-rozencwajg-770614/
Connect with me:
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