Commodities: A View from Wall St with Shaia Hosseinzadeh

In The HC Commodities Podcast, host Paul Chapman interviews Shaia Hosseinzadeh, Founder and Chief Investment Officer of OnyxPoint Global Management, about investing in the commodities markets. They discuss narratives shaping opportunities, the impact of policy and geopolitical volatility, and implications for commodities and portfolio theory in potential stagflation. Shaia shares insights on new energies, copper, AI, and the hydrocarbon sector, emphasizing the importance of identifying idiosyncratic opportunities and considering the price of time in investment decisions. The conversation also touches on the influence of political policy and potential shifts in monetary policy, highlighting the complexities and uncertainties in today's market landscape.

Outlines

Part 1: Introduction and Market Overview

Part 2: Commodity Specifics and AI Impact

Part 3: Hydrocarbons, Geopolitics, and Economic Risks

Part 4: Conclusion and Contact Information

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The HC Commodities Podcast

Part 1: Introduction and Market Overview

Introduction to Commodities Investing and OnyxPoint Global Management

The State of the Market: New Energies and Investment Challenges

Long-Term Prospects for Renewables and the Role of Fossil Fuels

Part 2: Commodity Specifics and AI Impact

Copper Market Dynamics: Electrification, Infrastructure, and Financialization

Critical Minerals and the AI Narrative

AI's Exponential Growth and Impact on Energy Consumption

Part 3: Hydrocarbons, Geopolitics, and Economic Risks

Opportunities in the Hydrocarbon Sector: Idiosyncratic Investments and Shale's Future

Oil Exposure and the Influence of Policy and Geopolitics on Markets

Economic Risks, Structural Issues, and the Potential for Stagflation

Historical Parallels to the 1970s and the Impact of Tariffs

Part 4: Conclusion and Contact Information

Concluding Thoughts and Information on OnyxPoint Global Management

Commodities: A View from Wall St with Shaia Hosseinzadeh

The HC Commodities Podcast

Part 1: Introduction and Market Overview

00:05Introduction to Commodities Investing and OnyxPoint Global Management

Introduction to Commodities Investing and OnyxPoint Global Management

03:32The State of the Market: New Energies and Investment Challenges

The State of the Market: New Energies and Investment Challenges

09:30Long-Term Prospects for Renewables and the Role of Fossil Fuels

Long-Term Prospects for Renewables and the Role of Fossil Fuels

Part 2: Commodity Specifics and AI Impact

14:22Copper Market Dynamics: Electrification, Infrastructure, and Financialization

Copper Market Dynamics: Electrification, Infrastructure, and Financialization

20:23Critical Minerals and the AI Narrative

Critical Minerals and the AI Narrative

25:35AI's Exponential Growth and Impact on Energy Consumption

AI's Exponential Growth and Impact on Energy Consumption

Part 3: Hydrocarbons, Geopolitics, and Economic Risks

32:27Opportunities in the Hydrocarbon Sector: Idiosyncratic Investments and Shale's Future

Opportunities in the Hydrocarbon Sector: Idiosyncratic Investments and Shale's Future

37:17Oil Exposure and the Influence of Policy and Geopolitics on Markets

Oil Exposure and the Influence of Policy and Geopolitics on Markets

43:59Economic Risks, Structural Issues, and the Potential for Stagflation

Economic Risks, Structural Issues, and the Potential for Stagflation

50:06Historical Parallels to the 1970s and the Impact of Tariffs

Historical Parallels to the 1970s and the Impact of Tariffs

Part 4: Conclusion and Contact Information

58:52Concluding Thoughts and Information on OnyxPoint Global Management

Concluding Thoughts and Information on OnyxPoint Global Management