Energy Sector In A New Super Cycle

Join Brian Fernandez and co-host Phan Vee Leung, Founder & CIO, Track Record Trading Academy , with a special guest Nicholas Koh  Partner, CIO at Dune Asset Management  for this week’s episode of Biztech Asia’s Inside Trading Show, as they delve into the world of trading.  This Episode will cover  the importance of making money in trading and emphasize that successful trading is not about frequent activity but finding well-timed trades at inflection points with asymmetric returns. 

Key Takeaways from the show : 

• Trading is not about frequent activity, but results.
• Energy sector shows upside potential, especially oil.
• Transocean Limited (stock) favored for growth.
• Offshore drilling is more attractive due to tech advancements and lower breakeven prices.
• Buffett invested in Occidental due to restructuring and growth potential.
• Success in trading involves finding inflection points with asymmetric returns.

Guest : Phan Vee Leung, Founder & CIO, Track Record Trading Academy 

Nicholas Koh  Partner, CIO at Dune Asset Management

Host : Brian Fernandez

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