Commodity Price Risk

topic on 1 show · 2 statements across 2 episodes

Capital Allocators

2 statements about Commodity Price Risk, every show

Puffer: Renewables and resource investments offer premier inflation hedging
“The diversification can include renewables and resources, as an example, where that's diversification into some commodity price risk, and that can be one of the best hedges against inflation.”
Marlene Puffer Sep 11, 2023 ▶ 51:11 Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
Marblegate avoids oil and gas due to uncontrollable commodity risk
“We stayed away from oil and gas primarily because as we thought about it, there was, you were primarily taking commodity price risk. And that's a hard thing for us. Well, impossible thing for us to control. And so the tools of restructuring our value biased ap…”
Andrew Milgram Apr 21, 2022 ▶ 25:16 Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)

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