
The Contrarian Investor Podcast
Nathaniel E. Baker
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Natural Gas as the Energy of the Future: Applications and Investment Opportunities, With Farid Guindo
Farid Guindo of Drill Capital Management joins the podcast to discuss his bullish views on natural gas -- not the commodity itself, necessarily, but its application to meet future energy demand. Content Highlights Natural gas as the energy of the future even as prices of the commodity itself plummet (1:08); Oil exploration is becoming increasingly difficult, expensive, and risky (2:58); The 'John D. Rockefeller moment' for natural gas (5:46); What role can nuclear energy play? (16:03); In natural gas, there will be winners and losers, however... (18:00); Where are the best opportunities? (19:51); Background on the guest (28:39); How will the new presidential administration (Trump 2.0) impact things? (41:38).
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