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Podcast: Mining Stock Education
Episode: “Asymmetrical Set-up to be Long Energy Just Blows My Mind” says Fund Manager Chris MacIntosh
Description: “Asymmetrical Set-up to be Long Energy Just Blows My Mind” says Fund Manager Chris MacIntosh. Chris is a Co-Editor of the The Insider Newsletter and Capitalist Exploits website. He is a generalist investor, who looks for asymmetric investments across the globe. At this moment, Chris is bullish energy - all types. Listen to our conversation about the various energy markets and how he is positioning himself and his fund. There is much to be gleaned about market cycles, portfolio risk management and the due diligence process.
0:00 Introduction
2:44 Following capital flows
4:38 Mining-blowing asymmetrical set-up to be long energy
10:28 Catalyst for higher pric...