Where to find alpha in an energy crisis

Featuring Adam Golden and Moritz Seibert on Real Vision

Filmed on March 18, 2022.

Supply-chain issues brought on by the COVID-19 pandemic had already snarled the long-term transition to renewable energy. The war in Eastern Europe threw a wrench into it. A new energy crisis has generated historic volatility for oil and gas but has also brought back once-maligned sources like coal as highly profitable investments. The long arc of history may still favor renewable energy, says Exponential Age Asset Management Chief Investment Officer Moritz Seibert, but we could be in a mini-golden age for trading fossil fuels. Moritz and energy trader Adam Joseph Golden take a cool-headed, profit-and-loss-centered look at global energy markets. Recorded on March 18, 2022.