Jul 16, 2021
In Part 2 of our two-part series on oil, we discuss the long-term Bear Case for hydrocarbons with Matt Niblack, President & Co-CIO of HITE Hedge Asset Management. HITE is one of the longest standing and few remaining sizeable hedge funds focused on Energy, which is particularly impressive considering the peaks and...
Jul 13, 2021
In Part 1 of our two-part series on oil, we dive into the bullish side of the debate with industry-vet Dan Pickering, Founder & CIO of Pickering Energy Partners. Dan talks about the short-term and long-term fundamentals on both the demand and supply side, and outlines the biggest risks to his otherwise bullish view....
Jul 1, 2021
Buckle up for a whirlwind of an episode covering Morgan Creek’s highest conviction Growth, Value and Short themes. We provide an update on the themes we outlined going into 2021 and add some new ones to the list. It’s a doozy of an episode, jam-packed with our top ideas and a bevy of names that warrant your...