The Compound and Friends The Energy Bull Market Just Started
21 snips
Jun 10, 2022 Simon Lack, founder of SL Advisors, shares his expertise on energy infrastructure and hedge funds. He dives into the volatility of the energy market, discussing how rising gas prices are impacting consumers differently. Lack offers insights into the performance of commodities amid inflation and tackles the complexities of hedge fund investing post-2008. The conversation also ventures into the geopolitical landscape, highlighting the implications of recent events on energy prices, while critiquing ESG investing and addressing future industry challenges.
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Pant Compliment
- Josh Brown compliments Michael Batnick's pants.
- Michael reveals they were a gift from his wife, Robin.
Fund Timing
- Simon Lack discusses starting an energy mutual fund in 2014 at the peak of the energy sector.
- He explains the long cycles of the energy market, with 6-year up and down cycles.
Career Path
- Simon Lack discusses his 40-year career, starting as an interest rate trader at JP Morgan in New York.
- He mentions trading Eurodollar futures and his current focus on the energy business.
