Episode 268
Today, we return to the subject of investing in the global commodities markets. What are the key narratives out there on Main Street, Wall street and K Street and how are they shaping opportunities? How can you sort narrative from thesis? How does policy volatility and geopolitical volatility impact investments? And in a potential return to 1970s -style stagflation, what does that mean for commodities and portfolio theory? Our guest is Shaia Hosseinzadeh, Founder and Chief Investment officer of OnyxPoint Global Management LP, an alternative asset manager focused on businesses serving the commodities sector.
For more on OnyxPoint visit: https://www.onyxpointglobal.com/our-firm
For the Argus Global Markets Conference sign up here: https://www.argusmedia.com/en/events/conferences/global-markets-conference
Published on 1 month ago
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