I first came across Fergus Cullen in a grappling gym in Bali. He handed my ass to me repeatedly, because unlike me he isn’t just a big brute, he actually has skill.
Skill that extends to the trading room, where he has been doing extremely well on contrarian bets.
There is naturally one contrarian bet which is lining up quite nicely: The energy trade.
We talked for an hour discussing:
Where we currently are with the energy trade.
Why this conflict just won’t go away.
What each of our favorite positions are.
How one could possibly hedge their exposure to energy stocks.
And much, much more.
You can watch the episode below. Make sure to check Ferg’s Substack out by clicking here.
(Yes, I’m way overdue a visit to the local barbershop)