PODCAST · business
SL Advisors Talks Markets
by SL Advisors, LLC
Simon Lack and Henry Hoffman of SL Advisors consider inflation risks to investors and how to respond.
Episodes
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US Natural Gas Takes Center Stage
Europe’s realization that it needs a strategy to ensure energy security has provided a further boost to US natural gas stocks. Last week was especially good – NextDecade (NEXT) added another customer for their proposed Rio Grande Liquefied Natural Gas (LNG) export facility. By coincidence we had...
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Episode 81: Relying on Unreliable Wind
In this week’s podcast, Simon Lack discusses the limits to windpower
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Episode 80: Tapering Draws Closer
In this week’s podcast, Simon Lack discusses why the Fed’s bond buying will soon end
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Episode 79: The Bill For The Energy Transition
In this week’s podcast, Simon Lack discusses the true cost of the energy transition
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Episode 78: Joe Biden Wants More Oil
In this week’s podcast, Simon Lack discusses White House response to rising gas prices
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Episode 75: The Green Gift to Opec+
In this week’s podcast, Simon Lack explains why climate extremists are helping OPEC
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Episode 74: Energy’s Big Week
In this week’s podcast, Simon Lack explains why reduced energy output is good for investors
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Episode 73: Inflation Is Here
In this week’s podcast, Simon Lack explains why the Fed should stop buying bonds
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Episode 72: Why Is The Fed Still Buying Bonds?
In this week’s podcast, Simon Lack questions the Federal Reserve’s ongoing bond buying
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Episode 71: Kinder Morgan Wins From Texas Power Cut
In this week’s podcast, Simon Lack explains how climate change boosted Kinder Morgan’s profits
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Episode 70 : Jamie Dimon’s Annual Letter
In this week’s podcast, Simon Lack reviews Jamie Dimon’s annual letter
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Episode 69: Energy Execs Talk It Up
In this week’s podcast, Simon Lack highlights why energy CEOs are bullish
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Episode 68: The Energy Business is Adjusting
In this week’s podcast, Simon Lack highlights how the energy business is changing
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Episode 67: The Fed Seeks Inflation
In this week’s podcast, Simon Lack explains why Inflation Risks Aren’t Priced In
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Episode 66: Why I Like Democrat Energy Policies
In this week’s podcast, Simon Lack explains why Democrats are good for energy investors
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Episode 65: Cut Emissions With Natural Gas
In this week’s podcast, Simon Lack recaps Williams Companies recent ESG day
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Episode 64: Democrats Tackle Climate Change
In this week’s podcast, Simon Lack discusses President Biden’s cancelation of the Keystone pipeline
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Episode 63: Bernie Sanders Takes Over The Budget
In this week’s podcast, Simon Lack discusses the outlook for fiscal policy under the Democrats
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Episode 62: A Good Week For Energy
In this week’s podcast, Simon Lack discusses the outlook following the Georgia senate races
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Episode 61: John Kerry Our New Climate Czar
In this week’s podcast, Simon Lack discusses our new Climate Czar, John Kerry
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Episode 60: Why Is Energy Sentiment So Negative?
In this week’s podcast, Simon Lack discusses popular views on energy
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Episode 59: Oh Canada’s Pipelines!
In this week’s podcast, Simon Lack listens to the Enbridge Investor Day
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Episode 58: The Destruction of MLP Closed End Funds
In this week’s podcast, Simon Lack discusses the irresponsible management of MLP closed end funds
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Episode 57: Who Should Forgive Student Debt?
In this week’s podcast, Simon Lack discusses who’s responsible for excessive student debt
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Episode 56: More Pipeline Companies Are Buying Stock
In this week’s podcast, Simon Lack discusses the growing trend towards pipeline buybacks
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Episode 55: Democrats and Higher Energy Prices
In this week’s podcast, Simon Lack considers Democrat policy towards energy prices
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Episode 54: Energy Executives and the Election
In this week’s podcast, Simon Lack discusses Energy Transfer’s reaction to the election.
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Episode 52: Why is California Burning ?
In this week’s podcast, Simon Lack discusses the record forest fires in California
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Episode 51: Natural Gas Will Help Fight Climate Change
In this week’s podcast, Simon Lack discusses the critical role of natural gas in fighting climate change
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Episode 50: Democrats Mean Higher Energy Prices
In this week’s podcast, Simon Lack discusses how Democrats could change energy returns
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Episode 49: Joe Biden and Energy
In this week’s podcast, Simon Lack discusses the impact of a President Biden on the energy sector
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Episode 48: Solar and Natural Gas: Perfect Together
In this week’s podcast, Simon Lack discusses the complimentary relationship between solar power and natural gas
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Episode 47: Why Environmentalists Have It Wrong
In this week’s podcast, Simon Lack discusses how fossil fuel opponents have the wrong goals.
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Episode 46: Judicial Over-Reach on the Dakota Access Pipeline
In this week’s podcast, Simon discusses the Dakota Access Pipeline Show Notes: https://www.youtube.com/watch?v=M3wq7wkgvYY 0:30-1:50 https://www.youtube.com/watch?v=OGJXnfMlwH8 0:40-1:06 https://abcnews.go.com/US/wireStory/judge-rejects-dakota-access-request-emergency-order-71650592
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Episode 45: Let’s Celebrate America’s Birthday
In this week’s podcast, Simon Lack celebrates America’s Independence Sources Mentioned: https://www.washingtonpost.com/video/politics/ronald-reagan-morning-in-america-campaign-1984/2018/09/10/e42baddc-b525-11e8-ae4f-2c1439c96d79_video.html https://www.youtube.com/watch?v=LYiOUEjzZNs...
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Episode 44: The Cost of Coronavirus
In this week’s podcast, Simon Lack discusses how much Coronavirus is costing
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Episode 43: The Energy Recovery
In this week’s podcast, Simon Lack discusses the rebound in energy stocks
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Episode 42: Balancing the Coronavirus Risks
In this week’s podcast, Simon Lack discusses the costs of fighting the pandemic
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Episode 41: Pipeline CEOs Provide Optimism
In this week’s podcast, Simon Lack discusses some of the energy insights on recent earnings calls
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Episode 40: Reviewing Planet of the Humans
In this week’s podcast, Simon Lack discusses Michael Moore’s latest documentary taking a shot at environmental extremists
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Episode 39: Are More Infections A Good Thing?
In this week’s podcast, Simon Lack discusses why more widespread Coronavirus could help open things up Sources for facts cited: Road deaths Association for Safe international Road Travel https://www.asirt.org/safe-travel/road-safety-facts/ California infection rates...
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Episode 38: Climate Change Was Never Our Biggest Threat
In this week’s podcast, Simon Lack discusses the twin tragedy of climate extremists Clips in this podcast: Senator Elizabeth Warren Representative Alexandria Ocasio-Cortez President Obama World Health Organization
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Episode 37: Energy During a Pandemic
In this week’s podcast, Simon Lack discusses the energy markets during the current pandemic
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Episode 36: Energy Gets Hit By Coronavirus
In this week’s podcast, Simon Lack discusses the turmoil in energy markets
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Episode 35: Market Timing the Coronavirus
In this week’s podcast, Simon Lack discusses why market timing is so hard
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Episode 34: Vaclav Smil
In this week’s podcast, Simon Lack discusses energy writer Vaclav Smil Sources mentioned in podcast: Sources of energy https://ourworldindata.org/energy
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Episode 33: The Biggest Question in Investing
In this week’s podcast, Simon Lack discusses long term interest rates
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