AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Hedgeye Podcasts
Hedgeye Investing Summit | Art Hyde, Portfolio Manager, Segra Capital Management
Oct 30, 2023
Art Hyde, Portfolio Manager at Segra Capital Management, discusses their short position on Sweden and the impact of the European energy crisis. They share insights on building trust and overcoming challenges in the hedge fund business. The chapter also focuses on their experience running a generalist hedge fund and their approach to investing in the mining industry. They highlight the challenges and volatility of trading uranium and stress the importance of understanding market trends.
52:39
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Options activity in the investment landscape has created new opportunities for gaining an edge, especially in the options market with massive fund flows.
- Seguar Capital Management has identified uranium as a profitable investment due to limited competition, concentrated supply, and increasing demand from new reactors.
Deep dives
Options activity has altered the investment landscape
Options activity has had a significant impact on the investment landscape, creating new opportunities for investors to gain an edge. This has been particularly evident in the options market, where there has been a massive flow of funds. The market situation report by Tier 1 Alpha, brought to you by Hejai, provides a daily newsletter and a weekly webcast discussing the latest moves in the options market. With the expertise of professionals like Mike Green from Simplify Asset Management and Tier 1 Alpha's Craig Peterson and David Piggler, listeners can gain valuable insights for their investment strategies.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode