Trader Ferg: anti-ESG investing in the coal and oil bull markets

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Trader Ferg's Twitter handle: https://twitter.com/trader_ferg?

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In interview, Trader Ferg discusses his theses for investing in anti-ESG themes, and more specifically in coal and oil. The mainstream narrative has it that "Environmental, Social and Governance" (ESG) investing is the way to go. Trader Ferg takes a contrarian view and invests the other way around to make (very large) profits from inefficiencies created in the market by such policies.

Time Stamps:
00:00 Introduction
01:04 Investing in coal
05:00 Which coal stocks Trader Ferg invested in
08:35 Multiple expansion in coal companies
09:46 Trade timeline on coal
14:08 Thoughts on China halting the construction of coal power plants abroad
17:45 Investing in the coming oil bull market, a structural play.
24:48 How to play the oil bull market
29:12 Investing in Russian oil companies
30:57 OPEC+ spare capacity
33:47 Evergrande contagion into energy

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DISCLAIMER

No part whatsoever of the discussion and presentation is, or should be considered as, investment advice, financial advice, legal advice, or tax advice. Always do proper due diligence and speak to a qualified professional advisor in your jurisdiction.

Also, be advised that Ladislas Maurice and The Wandering Investor staff may own real estate or investments in the specific markets or opportunities that are discussed. The Wandering Investor may also have marketing agreements in place with certain opportunities that are mentioned.