TIP631: The Bullish Energy Cycle w/ Arvind Sanger

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.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.

Check out Geosphere Capital.

Related Episode: TIP572: Finding Value in the Oil Market w/ Josh Young | YouTube Video.

Follow Clay on Twitter. 

Check out all the books mentioned and discussed in our podcast episodes here.

Enjoy ad-free episodes when you subscribe to our Premium Feed.

NEW TO THE SHOW?

Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.

Check out our We Study Billionaires Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.

Enjoy exclusive perks from our favorite Apps and Services.

Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.

Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

River

Toyota

Sun Life

AFR

The Bitcoin Way

AT&T

Sound Advisory

Industrious

Range Rover

iFlex Stretch Studios

Meyka

Yahoo! Finance

Vacasa

Briggs & Riley

Public

American Express

USPS

Shopify

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm