Sat, Jan 31, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

"...It's the marginal barrel of oil that affects the price so these 2 ml barrels of oil a day are very significant..."
Radio Feature 19: Gus Majed in conversation with Sona Blessing
 
Monday, June 27, 2011
radio Drawing on his 15 years of experience in proprietary oil trading, including as former Partner at Vitol SA, and to share his take on the International Energy Agency’s (IEA) recent surprise move of releasing 60 million barrels of oil, is Gus Majed, Founder of Beca Advisors.

 Download this feature as MP3 (9.93 MB)

 
Listen to the complete feature
"...It's the marginal barrel of oil that affects the price so these 2 ml barrels of oil a day are very significant..."

Duration: 10:50 

 

Or listen to selected sub-features
  • Q1 - Besides oil prices having fallen and in so doing having virtually wiped out all of this year’s gains, what’s been the impact of IEA’s move - particularly given the amount being released is just 60 million barrels over a 30 day period?

    Duration: 05:10 


  • Q2 - "It took Iraq 10 years to reach the pre-Gulf War production levels and even if the Libyan come back in five years ..." How do you arrive at "five" years?

    Duration: 00:47 


  • Q3 - How long do you expect prices to stay at their current levels - given that the last time the IEA released oil in 2005 prices did fall but rose to their original levels within months?
    How do you see prices evolving - under what circumstances/scenarios, in what range, when and why?

    Duration: 01:57 


  • Q4 - How should one be positioned to cope with such "shocks"?

    Duration: 01:17 


  • Q5 - Where do you see oil related investment opportunities - trading volatility, arbitrage etc.?

    Duration: 01:30 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: Ex-Citi trader launches 'sleep-at-night’ long/short equity fund[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: After working at Citi's proprietary trading desk, managing a large portfolio between 2008 and 2011, Joel S. Salomon founded SalaurMor Management in New Yor

  2. Investing - U.S. investors favor currency hedged Europe ETFs as euro tumbles, Quants win back investors as Swiss franc fuels volatility gains, David Einhorn's $7bn hedge fund is loading up on this stock, Hedge fund BlueMountain Capital unveils Ocwen Financial short, claims default on notes[more]

    U.S. investors favor currency hedged Europe ETFs as euro tumbles From Reuters.com: U.S. investors stung by the falling euro who want to stay invested in Europe are turning to exchange-traded funds designed to strip out the impact of the region's currency. The biggest among so-called "cur

  3. News Briefs - Millennials use tech tools to jump into investing, Winklevoss twins to launch bitcoin exchange with FDIC insured deposits, Robertson’s legacy from hedge funds to New Zealand, Real estate managers exploring smaller open-end funds[more]

    Millennials use tech tools to jump into investing It is the Facebookification of monetary investing. From social networking platforms that enable young investors to stick to every other's stock-picking mojo, to internet sites for initially-timers hungry for a piece of the Silicon Valley

  4. Update: Prosecutors seek 12 years for hedge fund manager Francisco Illarramendi[more]

    Komfie Manalo, Opalesque Asia: Federal prosecutors have asked the court to sentence convicted hedge fund manager Francisco Illarramendi to 12 years imprisonment for running an elaborate Ponzi scheme that bilked investors hundreds of millions in dollars, including a Venezuelan pension fund, report

  5. Institutions - Ontario pension fund leader calls all asset classes ‘expensive’, Taiwan's BLF plans $2bn in alternative mandates[more]

    Ontario pension fund leader calls all asset classes ‘expensive’ From WSJ.com: The head of one of the world’s largest pension funds said that across asset classes, “everything is expensive.” Ron Mock, who leads Canada’s $141 billion Ontario Teachers’ Pension Plan, said that the plan would