

Summer Playlist 2024 Episode 3 | David Szybunka, Senior Portfolio Manager & Managing Director, Energy Team, Canoe Financial
8 snips Jul 27, 2024
David Szybunka, Senior Portfolio Manager and Managing Director of the Energy Team at Canoe Financial, shares his insights on the current commodity cycle and its unique features. He delves into the energy transition from fossil fuels to sustainable sources, stressing a diversified investment approach. Szybunka discusses key themes for energy investments in 2024, including royalty companies and natural gas perspectives. He also highlights the promising future of alternative energy investments and the significance of understanding market dynamics and entry points.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating the Energy Transition
01:34 • 24min
Key Energy Investment Themes for 2024
25:15 • 5min
The Future of Energy Investments
29:56 • 6min
Insights on Investment Strategies and Beach Reading Recommendations
35:50 • 2min
Conclusion and Future Insights from Smarter Markets
37:26 • 2min