Please enjoy my conversation with Deep Basin. 10:27 – What makes energy companies distinct from the broader market. My guest this week is David Epstein. Please enjoy my conversation with Deep Basin.
In fact, their entire goal is to build a portfolio of mostly idiosyncratic or stock specific risk, the very thing us quants mostly remove from portfolios. We are investors in Deep Basin, and they were past guests on the podcast. My guest this week are Matt Smith and Ian singer of Deep Basin Capital, a hedge fund specializing in the energy sector.
Deep Basin does almost the exact opposite of what us quants do.
I first met Matt almost 10 y… [REPLAY] Deep Basin – Earning Alpha in Energy - [Invest Like the Best, EP.81] | Listen Notes His second, Range, is out today and I highly recommend it. On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conve ... Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. Review our. Please enjoy our conversation, and thank you so much for coming along on this journey.
What makes this story unique is that we are investors in Deep Basin’s management company and so have a clear interest in their ongoing success. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on twitter at @patrick_oshag, BFFs featuring Josh Richards and Dave Portnoy, We Study Billionaires - The Investor’s Podcast Network. Follow Patrick on Twitter at @patrick_oshag Show Notes 1:59 – (First question) – An overview of the global oil market and demand 3:37 – Supply and demand shocks we’ve seen lately 6:22 – What happened this weekend with Russia and Saudi Arabia and why the outcome was so shocking 9:45 – The knock-on effects of this activity on equities 14:24 – Impact on US energy production 18:29 – What other industries will feel the effect of reduced production in the US 20:35 – Defining a price war and how victory is defined 27:53 – Saudi Arabia’s calculus in this energy fight.
[REPLAY] What You Learn About Business Deals After: 12,000 Deals Reviewed, 1,500 Deep Dives, 125 Site Visits, and 7 Portfolio Companies with Brent Beshore. This is definitely another good example of who we are all up against in public markets.
Now having spent time with Ian, who specializes in oil and gas field exploration companies and the rest of the Deep Basin team, I have similar respect and admiration for all of them. I have learned a ton about investing from my countless hours with this team and hope that this conversation gives you a glimpse into what is happening at the cutting edge of investing in the world of hedge funds. Player FM for Android — Download podcasts free, Player FM for iPhone — Download podcasts free, [REPLAY] Deep Basin – Earning Alpha in Energy - [Invest Like the Best, EP.81], Daily Boost | Daily Coaching and Motivation.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. 21:31 – What insight are they looking for from updated well data 23:59 – How do they use combine the business value that they measure with the market price that is being forecasted 24:40 – Expectations Investing: Reading Stock Prices for Better Returns 29:34 – How do they build an actual portfolio 31:51 – Their systematic approach to energy investing 37:53 – What are their thoughts about using leverage when making investments in the energy space 40:53 – A look at the changes to the hedge fund industry over the entirety of their careers 45:46 – Defining the culture of Deep Basin 49:15 – The story of how OSAM and the O’Shaughnessy’s came to be investors in the Deep Basin 54:13 – Kindest thing anyone has done for each of them Learn More For more episodes go to InvestorFieldGuide.com/podcast.
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