Best Norlys Energy Trading Podcasts (2024)

1
Large-scale Long-duration Energy Storage 34:09

25d ago34:09

34:09

In this episode of EnergyOutLoud, we are joined by Nis Benn, CCO at Hyme Energy, to explore the future of large-scale, long-duration energy storage. As a co-founder of Hyme Energy, Nis shares his insights on how their groundbreaking molten salt energy storage technology is set to revolutionize the industry. We discuss why salt is the medium of choi…

1
The Role of the Energy Exchange 43:22

1M ago43:22

43:22

In this episode of EnergyOutLoud, we sit down with Tim Greenwood, Managing Director at EEX, to explore the dynamic evolution of the energy market over the past two decades. From its early days in the German market to becoming a global platform. We dive into the transformative shifts that have shaped the energy landscape, discussing everything from …

1
Ep6 The Greatest Machine in the World 31:41

2M ago31:41

31:41

Dive into the evolving landscape of power and energy systems in this episode of EnergyOutLoud. We unravel the complexities of the energy sector, highlighting the future of the renewable industry, which is set to quadruple in size. Our expert guest, Christian Dahl Winther, Author & Chief Energy Economist at the Export and Investment Fund of Denmark,…

1
#44 - Mid-Year 2024 Market and Retirement Plan Update w/ Todd Zempel 10:17

2M ago10:17

10:17

Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first half 2024 market performance and discuss the retirement plan provisions most likely to be adopted by plan sponsors according to PlanSponsor.com.

1
Ep5 Technical Analysis in Energy Trading 41:29

4M ago41:29

41:29

Embark on an insightful journey into the world of Technical Analysis in Energy Trading in this episode of EnergyOutLoud. We explore the fundamental principles and advanced techniques that drive successful energy trading decisions. Our discussion sheds light on how traders utilize technical analysis to forecast market movements, identify trading opp…

1
Ep4 What academia can offer to the energy sector 37:15

5M ago37:15

37:15

In this episode, we delve into the symbiotic relationship between academia and the energy sector. Explore the pivotal role of research in driving innovation and addressing challenges within the industry. Uncover the methodologies behind conducting impactful research. Discover the leading research institutions shaping the future of energy, and how t…

1
#43 - Q124 Retirement Plan Update w/ Todd Zempel 12:30

6M ago12:30

12:30

Welcome to the quarterly retirement plan update with Gordon Asset Management. In today's episode, Todd Zempel will recap the first quarter 2024 market performance, touch on retirement income, and discuss developments in fiduciary duties for group health plans.By Gordon Asset Management, LLC

1
Ep3 Sector Coupling - the silver bullet? 37:42

6M ago37:42

37:42

Join us for a deep dive into the transformative concept of sector coupling, a critical innovation in modern energy systems aimed at creating a more sustainable, secure, and efficient energy future. In this episode, we unravel the essence of sector coupling, discussing its importance and how it functions through the integration of different energy-c…

1
Ep2 The Energy-future of Aviation 32:06

6M ago32:06

32:06

In this episode we take it to the skies to discuss the energy-future of aviation. We are thrilled to welcome Maria Hagelberg from Air France and KLM into our studio, representing an industry that accounts for 3% of the global gas emissions. In this episode we will discuss SAF (Sustainable Aviation Fuel), electric planes, operational optimization, a…

1
Ep1 How the Energy Sector Impacts our Climate 45:20

7M ago45:20

45:20

Today we welcome our first guest in the podcast. Sebastian Mernild helps us set the scene for the podcast and understand how the energy sector impacts our climate. Sebastian is a professor in Climate Change at SDU and a lead author of the IPCC report (better known as UNs climate report).By Morten Dalum

1
Trailer 0:45

7M ago0:45

0:45

EnergyOutLoud - the podcast for energy professionals and people who pursues a career within one of the most purpose-driven sectors.By Morten Dalum

1
#42 - Q423 Retirement Plan Update w/ Todd Zempel 8:45

8M ago8:45

8:45

In today's episode, Todd Zempel will recap 2023 market performance, touch on relevant retirement plan regulatory updates and discuss trends shaping up for plan sponsors in 2024.By Gordon Asset Management, LLC

1
#41 - Market Brief - November 20, 2023 w/ Glenn Moore 4:04

10M ago4:04

4:04

As of November 17, 2023, the S&P 500 index is soaring with a hefty 18% gain, while small cap stocks and bonds are trailing behind with less prominent returns. A mere seven stocks are maneuvering more than 90% of the total return in the S&P 500 and NASDAQ. Beneath the surface, cautionary signs are emerging that could spell economic turmoil. Glenn pi…

1
#40 - Protecting Your Company from Costly Retirement Plan Lawsuits w/ Todd Zempel 8:02

11M ago8:02

8:02

As a 401(k) plan sponsor or fiduciary, how do you best prepare to ward off lawsuits? In this episode, Todd Zempel, Partner and Director of Retirement Plan Services for Gordon Asset Management, LLC , will equip you with the knowledge to handle these challenges. From the implications of these lawsuits to the robust solutions available, we're bringing…

1
#39 - T. Rowe Price Capital Appreciation Revisited w/ Ira Carnahan 32:22

1y ago32:22

32:22

The Gordon Asset Management Podcast welcomes back Ira Carnahan to the show. Ira Carnahan is a portfolio specialist working on the Capital Appreciation Fund at T. Rowe Price Investment Management. We've invited Ira back on to give an update on the T. Rowe Price Capital Appreciation fund and discuss their new Capital Appreciation Equity ETF (TCAF). F…

1
AI applications outside Generative AI. 20:46

1y ago20:46

20:46

Generative AI has stolen the headlines this year, and quite rightly so, but some AI applications that have been in the pipeline for years have fallen out of the limelight. Today we hope to shine a light back on these, focussing in particular on healthcare, creative industries and agriculture. This week Alastair McRobert, Investment Manager at Verme…

1
Thoughts on 2023 - Sailing on the Seven Seas with Simon King and Paul Dixey 31:52

1y ago31:52

31:52

This week Paul and Simon take a look back at the first half of the year and discuss what’s worked, and what hasn’t worked for investors. They then discuss what the investment team at Vermeer Partners will be focusing on during the second of the year, including the government bond market, alternative assets and high quality equities. www.vermeerllp.…

1
Should we be worried about the commercial property market? 19:07

1y ago19:07

19:07

This week Paul and Alastair McRobert, Investment Manager at Vermeer Partners, discuss why investors are worried about the commercial property market, and in particular whether this will push the economy into recession.By Vermeer Partners

1
The Art of … Contemporary Art with Simon Melling, CEO and Irene Pouliassi, Gallery Director of D-Contemporary 22:00

1+ y ago22:00

22:00

In this latest Art of Investment episode, the focus is definitely on Art rather than Investment, as Paul hands over the microphone to Simon Melling our CEO. Vermeer Partners is delighted to be sponsoring this year’s D Contemporary Gallery Summer Exhibition, and in this podcast Simon is in conversation with the Gallery Director and Curator: Irene Po…

1
The prospects for the UK with Simon French, Chief Economist of Panmure Gordon 30:17

1+ y ago30:17

30:17

The Bank of England’s forecast that the UK would enter its longest recession in 100 years has proven to be wide of the mark. But what is the outlook for the UK economy from here – do we have reasons to be optimistic? This week on the podcast, Simon French, Chief Economist of Panmure Gordon shares his views on UK growth, what we need to do to improv…

1
Why we invest in technology, healthcare and the energy transition at Vermeer Partners, with Simon King and Paul Dixey 32:47

1+ y ago32:47

32:47

This week we take a look at the reasons behind investing in technology, healthcare and the energy transition. We also discuss the current banking crisis and whether we should be concerned by cracks appearing in the commercial real estate market. www.vermeerllp.comBy Ver

1
The outlook for the Asia Pacific region, with Tom Naughton of Prusik Investment Management 37:43

1+ y ago37:43

37:43

We were thrilled to welcome back Tom Naughton onto the podcast this week. Tom is Managing Partner and CIO of Prusik Investment Management, the Asia equity boutique and was one of our first ever guests on the show in 2021. Tom talks to us about the strength of the financial system in the markets he covers, how he prepared for the impact of inflation…

1
#38 - March 2023 Market Review & Outlook with Centre Funds' James Abate 34:28

1+ y ago34:28

34:28

Join Joe Gordon and Todd Zempel for a March 2023 market review & outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. On the podcast James discusses current economic and market conditions, prospects for a recession, and portfolio positioning within the Centre American Select Equi…

1
Why you should never bet against America with Richard de Lisle, Founder of De Lisle Partners 36:11

1+ y ago36:11

36:11

Why does Warren Buffett say one should never bet against America? Well, this week on the Art of Investment podcast we find out by taking a deep dive into the US stock market with Richard de Lisle, Founder of De Lisle Partners and Lead Manager of the VT De Lisle America Fund. Richard has a wealth of experience to draw from having been an investor in…

1
Investing in the Pet Sector with Richard Fairman, CEO of CVS Group 31:16

1+ y ago31:16

31:16

We were thrilled to welcome Richard Fairman, CEO of CVS Group to the podcast this week. Richard describes the tailwinds driving the pet sector, how he is focusing on increasing the resilience of the business in what could be a difficult time for the pet owner, both CVS Group’s organic and inorganic growth plans, and he shares his thoughts on invest…

1
Understanding the Metaverse with Tony Roberts, Fund Manager at Invesco 25:40

1+ y ago25:40

25:40

Mark Zuckerberg has invested billions into the metaverse with many left questioning the reasons behind such a big bet. We wanted to understand why and in the latest episode of the Art of Investment Podcast Tony Roberts from Invesco EMEA explains the rationale. We also learn about the metaverse value chain, how companies are already using the metave…

1
2023 Outlook: Reasons To Be Cheerful with Simon King, CIO of Vermeer Partners 30:06

1+ y ago30:06

30:06

2022 was a bruising year for investors, the pandemic continued to cause disruption to demand and supply dynamics, there was the unforgiveable invasion of Ukraine and central bankers tightened monetary conditions at an unprecedented rate. These factors sent shockwaves through global markets and there were simply very few places to hide. But what doe…

1
Manufacturing in a post covid world with Jon Boaden, CFO of Volex 30:14

1+ y ago30:14

30:14

In the first episode of our third season, we welcome Jon Boaden, CFO of Volex to the podcast. Volex is a British manufacturing success story that has been making products that transmit power and data for over a hundred years. In this show, Jon talks us through the history of the group, the opportunity for Volex in the EV charging market, how the ma…

1
#37 - Energy Update with Brad Olsen, Portfolio Manager for Recurrent Advisors 47:16

2y ago47:16

47:16

Join Todd Zempel and Joe Gordon for an interview with Brad Olsen, Co-Founder of Recurrent Investment Advisors and Lead Portfolio Manager of the Recurrent MLP & Infrastructure Fund. On the Podcast, we'll get Brad's take on the current macro-economic situation and through the lens of an energy investor. For more information on Brad or Recurrent Advis…

1
Biotech investing, mRNA and genome editing with Dr Daniel Koller, Portfolio Manager at Bellevue Asset Management 35:01

2y ago35:01

35:01

Dr Daniel Koller is head of the investment management team at Bellevue Asset Management, one of the largest, specialist Biotech investors in the world. He joined Paul on the Art of Investment Podcast this week to talk about the incredibly exciting and innovative sector that is Biotech. He explains the long-term growth drivers underpinning the secto…

1
Why China is persisting with its zero-covid policy with Paul Major, Portfolio Manager of the Bellevue Healthcare Trust 40:21

2y ago40:21

40:21

Paul Major, Portfolio Manager of the Bellevue Healthcare Trust, returns to the Art of Investment Podcast this week to discuss a host of health-related topics including how healthcare systems need to change following the pandemic and why he prefers small and medium size companies compared to large, mega cap businesses. He also discusses some excitin…

1
The current energy crisis and the transition to a sustainable energy future with Richard Lum, Co-Chief Investment Officer of Victory Hill Capital Partners 34:37

2y ago34:37

34:37

This week on the Art of Investment Podcast we learn about the energy transition through an insightful interview with Richard Lum, Co-Chief Investment Officer of Victory Hill Capital Partners. He talks to Paul about the energy crisis in Europe currently, how the sustainability issue is bigger than just renewable energy, how the team aim to make high…

1
#36 - Fall 2022 Market Review & Outlook with Centre Funds' James Abate 54:38

2y ago54:38

54:38

Join Joe Gordon and Todd Zempel for a fall 2022 market review & outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. On the podcast James discusses current economic and market conditions, prospects for a turnaround, and portfolio positioning within the Centre American Select Equi…

1
Bonus Episode - Summer Internship at Vermeer Partners with Roshni Davda 21:39

2y ago21:39

21:39

On this bonus episode of the Art of Investment, Harry Clancy, Investment Manager is joined by Roshni Davda, an Accounting & Finance undergraduate at Leicester University who joined Vermeer Partners for a Summer Internship. Roshni applied through GAIN which stands for ‘GIRLS ARE INVESTORS’ and is a charity set up to improve gender diversity in inves…

1
Private equity analysis, niche market leaders and UK small cap with Stuart Widdowson, Founder of Odyssean Capital 37:03

2y ago37:03

37:03

Paul is joined in this episode by Stuart Widdowson, Founder of Odyssean Capital and Fund Manager of the Odyssean Investment Trust. Stuart and his co-Manager, Ed Wielechowski, have a unique investment approach and look at UK smaller companies through a private equity lens. They discuss why permanent capital is important to them, how they deliver ret…

1
Indian equities, new age tech and Asia politics with Prashant Khemka, Founder of White Oak Capital Management 36:24

2y ago36:24

36:24

It was a privilege to welcome Prashant Khemka to the Art of Investment podcast this week. Prashant was CIO of Global Emerging Markets and India Equity at Goldman Sachs Asset Management before founding White Oak Capital Management in 2017, now a $5.4 billion AUM investment firm specialising in Indian equities. In this episode, Prashant shares his vi…

1
Global Stocks, Digital Transformation, Robotics & Automation, Central Bankers and US Politics with Charlie Fricker, Fund Manager of the Vermeer Global Fund. 31:50

2y ago31:50

31:50

Charlie Fricker is the Fund Manager interviewed on the Art of Investment Podcast this week. Charlie talks about the team’s global investment strategy, why they are overweight Japanese equities, how they are investing in the digital transformation, why central bankers are making the headlines currently and what he will be watching in the upcoming US…

1
The Myths & Realities of Inflation with Simon King, CIO of Vermeer Partners 30:11

2y ago30:11

30:11

Inflation here in the UK continues to climb to levels not seen since the 1970s. But what does this mean for us all and when will the pain end? This week Paul is joined by Simon King, CIO of Vermeer Partners who discusses the myths and realties of our inflation predicament. https://vermeerllp.com/ https://www.linkedin.com/in/simon-king-3833401a/ htt…

1
The future of UK Grocery, Supermarket investment and Arsène Wenger 22:21

2y ago22:21

22:21

What is the investment case behind supermarket property? This week Paul is joined by the leader in this specialist field, Ben Green, co-founder of Atrato Group. Atrato is the Investment Adviser to Supermarket Income REIT, a FTSE 250 real estate trust and the UK’s only specialist grocery property investor. https://www.atratogroup.com/ https://www.at…

1
Why now for Japan’s stock market, lessons from 3 decades in investment management and open water swimming with James Salter, Founder and CIO of Zennor Asset Management 42:03

2+ y ago42:03

42:03

Show notes Paul was joined by James Salter on the podcast this week. James was a former founding partner of Polar Capital and has recently set up his own boutique, Zennor Asset Management with co-Founder David Mitchinson. They discuss why the Japanese stock market looks interesting today, the future relationship between China and Japan, the outlook…

1
Investing in the UK and a career in Portfolio Management with Laura Foll, Portfolio Manager at Janus Henderson Investors 41:59

2+ y ago41:59

41:59

This week it was a privilege to talk to Laura Foll who is widely regarded as one of the best stock pickers in the UK. She manages the Henderson Opportunities Trust, the Lowland Investment Company, the Law Debenture Trust and the Janus Henderson UK Equity Income and Growth Fund. We talk about her route into the industry, what she enjoys most about h…

1
#35 - Spring/Summer 2022 Market Review & Outlook with James Abate 45:04

2+ y ago45:04

45:04

Please join us for a spring/summer 2022 market review & outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. For more information on James or Centre Funds, please visit centrefunds.com and centreasset.com.By Gordon Asset Management, LLC

1
The opportunity ahead in Cultivated Meats with Anthony Chow, Co-Founder of Agronomics 29:41

2+ y ago29:41

29:41

This week we explore the exciting area of cellular agriculture with the man at the forefront of the drive here in London, Anthony Chow, Co-Founder of Agronomics. Agronomics is the investment vehicle listed on the London Stock Exchange and he and the Agronomics team invest in companies that focus on environmentally friendly alternatives to tradition…

1
#34 - Macro Musings with Glenn & Z (05.06.22) 37:38

2+ y ago37:38

37:38

Join Glenn and Z as they contemplate recent market volatility, fed rate hikes, and factors indicating we could be on the cusp of a recession. For more information about the firm, please visit WealthQB.com.By Gordon Asset Management, LLC

1
38 years of stock picking, why invest in equities and Bruce Springsteen, with David Malpas – Investment Director at Vermeer Partners 29:05

2+ y ago29:05

29:05

This week I talk to David Malpas, Investment Director and Founding Partner of Vermeer Partners. We talk about what the great investors of yesteryear all have in common, why we should be investing in equities and how to invest in an inflationary environment. David was a great guest and I really enjoyed listening to some of his stories from 38 years …

1
Geopolitics, Inflation and Shane Warne with Shamik Dhar, Chief Economist of BNY Mellon Investment Management 31:52

2+ y ago31:52

31:52

This week we were fortunate enough to draw on the experience of Shamik Dhar, Chief Economist of BNY Mellon Investment Management. Shamik has had a fascinating career having worked in the UK’s Foreign Office advising ministers on issues such as Brexit and he was also Senior Economist within the Bank of England where he worked closely with the hugely…

1
Resilience, leadership and the power of preparation with GB hockey legend, Laura Unsworth MBE 42:54

2+ y ago42:54

42:54

The heroic performance from the England Women’s hockey team in the Commonwealth Games is still very fresh in our minds. Laura Unsworth was again integral in helping the side clinch Gold for the first time in England’s Commonwealth history and what a special place to do it, in her home city, Birmingham. Please enjoy this episode where Paul talks to …

1
Investing in the Tech sector with Mike Seidenberg, Allianz Technology Trust 43:34

2+ y ago43:34

43:34

This week we look to the future with Mike Seidenberg, Portfolio Manager of the Allianz Technology Trust. Mike describes Silicon Valley to us and I ask him whether we are in another tech bubble, what the long term tailwinds for the tech sector are and we also touch on cyber security, semiconductors, Chinese tech, regulatory risk and Mark Zuckerberg’…

1
#33 - Russia/Ukraine update: What's the deal with oil? w/ Brad Olsen of Recurrent 40:00

2+ y ago40:00

40:00

What's the deal with oil? The Russia/Ukraine situation has added to price instability in oil and natural resources. Tune in to hear Brad's take on the situation and opportunities for investment amidst the turmoil. For more information on Brad or Recurrent Advisors, please visit recurrentadvisors.com.…

1
#32 - Sustainable Target Date Fund Investing w/ Natixis 32:13

2+ y ago32:13

32:13

Join us for a discussion about sustainable/ESG investing via target date funds with Jonathan Rickets from Natixis. For more information about Natixis, please visit im.natixis.com.By Gordon Asset Management, LLC

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