TIP631: THE BULLISH ENERGY CYCLE

W/ ARVIND SANGER

16 May 2024

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. 

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IN THIS EPISODE, YOU’LL LEARN:

  • How the energy space has developed over the past 30 years.
  • Why energy is inherently cyclical.
  • Arvind’s view on a sensible energy transition.
  • China and India’s role in today’s energy markets.
  • How Arvind views this energy cycle playing out.
  • How AI will impact energy demand.
  • The primary metals needed in the transition to sustainable energy.
  • Why Arvind is still bullish on uranium.
  • Potential breakthrough technologies to come in the future.

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

[00:00:00] Clay Finck: On today’s episode. I’m joined by Arvind Sanger to discuss investment opportunities in the energy metals and mining space. Arvind Sengar is the founder and managing partner of Geosphere Capital Management, which focuses on natural resources and related industrial companies worldwide.

[00:00:18] Clay Finck: Arvind has been in the space for multiple decades, and after his outlook for the energy cycle turned positive, he relaunched his fund in October of 2021. Since then, his fund is up 88. 9 percent net of fees through Q1 2024, while his benchmark is up 62. 5 percent and the S& P 500 is up just 26. 9%. His benchmark is a 50-50 weighting of the S&P Energy Index and the MSCI Metals and Mining Index.

[00:00:45] Clay Finck: During this chat, Arvind and I cover how the energy space has developed over the past 20 or so years. Why energy is inherently cyclical, Arvind’s view on a sensible energy transition, China and India’s role in today’s energy markets, how Arvind views this current energy cycle playing out, how AI and cryptocurrency mining are impacting energy demand, the primary metals needed in the transition to sustainable energy.

[00:01:10] Clay Finck: Why Arvind is still bullish on Uranium after the run up in 2023, potential breakthrough technologies to come in the future, and so much more. Arvind is very sharp and well versed in so many industries, so I really think you’re going to enjoy this one. With that, let’s dive right into today’s discussion with Arvind Sanger.

[00:01:31] Intro: Celebrating 10 years and more than 150 million downloads. You are listening to The Investor’s Podcast Network. Since 2014, we studied the financial markets and read the books that influence self-made billionaires the most. We keep you informed and prepared for the unexpected. Now for your host, Clay Finck .

[00:01:59] Clay Finck: Welcome to The Investor’s Podcast. I’m your host, Clay Finck and today I’m thrilled to be joined by Arvind Sanger. Arvind, it’s great to have you here. 

[00:02:08] Arvind Sanger: Great to be here. Clay.

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