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Ever wondered how seasoned traders identify distressed assets and opportunities in the energy sector? Join us as we sit down with Fergus Cullen, who shares his fascinating journey from corporate asset management to a successful trading career based in Barley. Discover Fergus' unique approach to finding the biggest margin of safety in the most unloved areas of the energy market, and learn why it's becoming increasingly challenging to uncover truly distressed assets.

As we dig into the risks and rewards of energy investments, Fergus offers invaluable insights on oil services, uranium investments, and the advantages of offshore drillers. We also discuss the potential of investing in coal and tin, and reveal what prompted Fergus to take a significant position in Peabody Energy. Tune in and find out how a diversified portfolio can help you reduce risks when trading commodities.

In this enlightening conversation, we also address the environmental impacts of burning coal, the cost of producing green steel, and the potential of tin investments. Fergus shares his thoughts on the inflection point of inflation and the pursuit of scarce assets to hold value. Finally, we examine the complex interplay between commodity and energy abundance, inflation, and the demand pull coming out of the pandemic, as well as the potential consequences of transitioning to an increasingly inflationary energy system. Don't miss this rare opportunity to learn from Fergus Cullen's wealth of expertise!

Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. 

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions

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