This week we interview Eric Nuttall, Partner and Senior Portfolio Manager from Ninepoint Partners. While many investors have fled, Eric is a rare breed that is still actively investing in public oil and gas equities. Tune in to hear Eric explain the sell off of oil and gas equities over the last several years, with many share prices now sitting at all time lows. The discussion covers a range of topics including the complete lack of market liquidity, what caused this, and what could help turn things around. We also touch on the growing trend to more passive and algorithmic trading, another cause for disruption in the markets.
This podcast references the past ARC commentary “The Fall of Oil and Gas Stocks”.