Eric Mandelblatt

Eric Mandelblatt, founder and CIO of Soroban Capital, shares his insights into the industrial economy, focusing on underappreciated sectors and the future of commodities like copper and nickel amid decarbonization. He explores the challenges and opportunities in energy markets and discusses the complexities of commodity investments influenced by geopolitical factors. Furthermore, he highlights the profitability potential of railroads and the importance of strategic mentorship in finance. This engaging conversation offers a fresh perspective on traditional investment approaches.