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commodity price risk

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Apr 21, 2022 by Andrew Milgram · across every show →

Everything said about commodity price risk, oldest first

Apr 21, 2022 negative
Disclosure
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)
Sep 11, 2023 bullish
Insight
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)
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