The Trevor Rose Podcast

#121: Eric Nuttall (Ninepoint Energy Fund) - $100 Oil, Dividends vs. Buybacks & Why EMT is Wrong


Listen Later

Greetings & welcome back to the rose bros podcast.

This episode we are joined by Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners and the Ninepoint Energy Fund.
 
The Ninepoint Energy Fund is Canada's largest energy fund with ~$1.9 billion under management, primarily invested in Canadian mid-cap energy companies.

Eric's views on energy are frequently sought after by BNN Bloomberg, CNBC, The Globe and Mail, The National Post, and other media organizations.

Eric graduated with High Honours from Carleton University with an Honours Bachelor of International Business.

Among other things we discussed $100 oil, dividends vs. share buybacks, the importance of trust when investing & why Efficient Market Theory is wrong.

Enjoy.

This podcast episode is sponsored by Connate Water Solutions.

Do you need cost effective water sourcing options to supply your next drilling or completions program?

Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.

Contact [email protected] or www.connatewater.com for more details.

This podcast is sponsored by Headracingcanada.com

Looking for high performance ski gear this winter?
In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers.

Check out  Headracingcanada.com for more info on high performance gear for the upcoming ski season.      

Support the show

...more
View all episodesView all episodes
Download on the App Store

The Trevor Rose PodcastBy Mr. Rose

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

10 ratings


More shows like The Trevor Rose Podcast

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,076 Listeners

Michael Campbell's Money Talks by HPC Inc.

Michael Campbell's Money Talks

84 Listeners

Mining Stock Daily by Trevor Hall

Mining Stock Daily

95 Listeners

ARC ENERGY IDEAS by ARC ENERGY RESEARCH INSTITUTE

ARC ENERGY IDEAS

23 Listeners

Oil Markets by S&P Global Commodity Insights

Oil Markets

28 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

301 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

110 Listeners

The Canadian Investor by Braden Dennis & Simon Belanger

The Canadian Investor

81 Listeners

The Business Brew by Bill Brewster

The Business Brew

249 Listeners

The Canadian Real Estate Investor by Daniel Foch & Nick Hill

The Canadian Real Estate Investor

30 Listeners

The Loonie Hour by Steve Saretsky

The Loonie Hour

13 Listeners

Long Term Investing - With Baskin Wealth Management by Barry Schwartz

Long Term Investing - With Baskin Wealth Management

6 Listeners

Market Call by BNN Bloomberg

Market Call

17 Listeners

The Wealthy Barber Podcast by The Wealthy Barber Inc.

The Wealthy Barber Podcast

51 Listeners

In the Money with Amber Kanwar by Amber Kanwar

In the Money with Amber Kanwar

14 Listeners