Скачать или смотреть Will Thomson – A Real Asset Discussion

Will Thomson stops by The Business Brew to discuss his approach to real asset investing.   Will is the Founder and Managing Partner of Massif Capital, LLC.  He has experience in private equity and credit/political risk insurance, in addition to having served as a strategic and economic adviser to NATO/ISAF in Afghanistan.

Before starting Massif Capital, Will worked in the New York office of Chaucer, a Lloyd’s of London insurance syndicate, serving as the co-portfolio manager for a $750 million portfolio of credit and political risk insurance policies. He is a Graduate of Trinity College and holds a Masters in Government from Harvard University.

Detailed show notes below the Stream by Mosiac sponsor copy and thank yous.

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Album art photo taken by Mike Ando.  Please see https://www.mikeando.com/

Thank you to @mathewpassy (on Twitter) for the show production.

Detailed Show Notes

Will Thomson –
4:10 – Being able to present at Grant’s

5:10 – Will’s background and his experience watching government intervention change an industry

10:45 – What Massif focuses its time

12:45 – Everyone is a trader, we just have different time horizons

15:14 – An impactful, but contrarian take, on ESG (with an environmental focus)

20:34 – 80% of our energy comes from hydrocarbons and is likely to stay that way for a while

24:44 – Why the current energy grid is unlikely to change in the short term

28:43 – The environmental tradeoff within the environmental tradeoff

34:30 – The history of energy transitions is driven by technology improvements

38:14 – The ethical and moral challenge of helping developing markets while also pushing an environmental agenda.

41:45 – The BIGGEST potential for carbon reduction and how the old economy may drive innovation

48:10 – The magic behind 30% and 50%

50:10 – Massif’s take on cyclicals

56:14 – An interesting curve with asset specific resource investing

1:00:14 – Talking uranium

1:03:14 – Getting comfortable with political risk

1:13:14 – The process of selling

1:17:14 – What it’s like running Massif Capital

1:23:14 – Why a little notebook is best (hint: it forces you to distill thoughts to their most important essence)