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In Conversation with Judd Arnold: Capital Will Find a Home in Energy Value

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Manage episode 364024954 series 3459116
Content provided by Oil Ground Up. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oil Ground Up or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Tony Greer connect with Judd Arnold of Lake Cornelia Research Management, a firm which manages in excess of $100 million of outside capital. Judd talks about his unique approach to the energy, oil and natural gas trade, one which is quite different from that of Tony. The discussion first focuses on upside potential of oil/gas equities weighted to the S&P currently and where the upside potential of that ratio can go when/if value becomes a norm. Judd talks about off shore energy production in-depth and why he sees refiners more of a trade opportunity than an investment.

  continue reading

25 episodes

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Manage episode 364024954 series 3459116
Content provided by Oil Ground Up. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Oil Ground Up or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Tony Greer connect with Judd Arnold of Lake Cornelia Research Management, a firm which manages in excess of $100 million of outside capital. Judd talks about his unique approach to the energy, oil and natural gas trade, one which is quite different from that of Tony. The discussion first focuses on upside potential of oil/gas equities weighted to the S&P currently and where the upside potential of that ratio can go when/if value becomes a norm. Judd talks about off shore energy production in-depth and why he sees refiners more of a trade opportunity than an investment.

  continue reading

25 episodes

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