Thu, Apr 27, 2017
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. Alternative asset firm YieldStreet surpasses $100m of loans funded in less than 8 quarters[more]

    Komfie Manalo, Opalesque Asia: Alternative asset investment platform YieldStreet reported that it has surpassed $100m in loans funded in less than eight quarters from accredited investors and single family offices. YieldStreet was founded by Milind Mehere and Michael Weisz. In a

  2. Investing - Investor appetite for high-growth IPOs to be tested, Apollo boosts fund's stock allowance for 'diamonds in the rough', Hedge funds uncertain over outlook for Hargreaves Lansdown[more]

    Investor appetite for high-growth IPOs to be tested From FT.com: The US listings market is poised for a busy week with deals that will test investors' appetite for high-growth - but lossmaking - companies. Eight new listings are scheduled for this week, the most since October of 2016,

  3. Hedge funds holding Puerto Rico bonds are looking at a long battle[more]

    Komfie Manalo, Opalesque Asia: Hedge funds which bought Puerto Rico's distressed debt bonds are facing the prospect of a long road ahead to recover their investments as the Caribbean island is attempting to use a U.S. Congress-approved rule that allows it to exploit a bankruptcy-like proceedings

  4. Other Voices: "Winner-take-all" dynamics and hedge fund investing[more]

    A growing stream of thinking in microeconomics is the concept of "winner-take-all" dynamics. The idea seems simple. A combination of networking economics and classic economies of scale creates situations where there are just a few dominant firms or economic agents who are able to capture significant

  5. Investing - How Chipotle's comeback attracted big data robots and value investors alike[more]

    From Forbes.com: When William Ackman's ailing hedge fund Pershing Square Capital Management bet $1 billion on shares in Chipotle Mexican Grill beginning in July 2016, the stakes couldn't have been higher. Pershing Square was reeling from what would eventually be a near $4 billion loss in drugmaker V