On today’s episode, Clay is joined by Arvind Sanger to discuss investment opportunities in the energy, metals, and mining space.
Arvind Sanger is the founder and managing partner of Geosphere Capital Management, a global long-short equity hedge fund focused on natural resources and industrial companies worldwide.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:21 - How the energy space has developed over the past 30 years.
05:35 - Why energy is inherently cyclical.
11:21 - Arvind’s view on a sensible energy transition.
21:49 - China and India’s role in today’s energy markets.
25:51 - How Arvind views this energy cycle playing out.
28:19 - How AI will impact energy demand.
32:49 - The primary metals needed in the transition to sustainable energy.
42:20 - Why Arvind is still bullish on uranium.
55:55 - Potential breakthrough technologies to come in the future.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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