

Jeremy Raper Returns
9 snips Nov 10, 2023
Jeremy Raper, with 12+ years of buy- and sell-side experience, returns to The Business Brew to discuss various topics. These include the impact of the geopolitical situation and market downturn, Alto Ingredients' position in the ethanol industry, carbon capture and storage for ethanol refineries, social activism and creating value for shareholders, lessons learned from leasing during COVID, the importance of price in investment decision-making, the government's case against an airline merger, and the bullish stance on Japan's value proposition.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Geopolitical Situation and Market Downturn
02:06 • 17min
Discussion on Alto Ingredients and the Ethanol Industry
18:49 • 4min
Carbon Capture and Storage for Ethanol Refineries
23:14 • 19min
Social Activism, SPVs, and Creating Value for Shareholders
42:44 • 4min
Lessons Learned from Leasing During COVID
46:20 • 17min
The Importance of Price in Investment Decision-Making
01:03:48 • 8min
Government Case Against Airline Merger
01:11:34 • 20min
Geopolitical Landscape and Value Proposition in Japan
01:31:32 • 20min