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Take Stock with Raphael Lamm | L1 Capital

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Manage episode 417951649 series 2898098
Indhold leveret af Future Generation. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Future Generation eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode of Future Generation's podcast, 2fold: Take Stock, Raphael Lamm, Joint Managing Director and Co-Chief Investment Officer at L1 Capital, discusses stock tips that will take advantage of higher copper prices and his expectations on oil prices and inflation. Raphael also shares why L1 Capital has been agitating for Santos (ASX: STO) to split out its liquid natural gas assets.

L1 Capital is one of Future Generation Australia (ASX: FGX)'s pro bono fund managers.

  continue reading

35 episoder

Artwork
iconDel
 
Manage episode 417951649 series 2898098
Indhold leveret af Future Generation. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Future Generation eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this episode of Future Generation's podcast, 2fold: Take Stock, Raphael Lamm, Joint Managing Director and Co-Chief Investment Officer at L1 Capital, discusses stock tips that will take advantage of higher copper prices and his expectations on oil prices and inflation. Raphael also shares why L1 Capital has been agitating for Santos (ASX: STO) to split out its liquid natural gas assets.

L1 Capital is one of Future Generation Australia (ASX: FGX)'s pro bono fund managers.

  continue reading

35 episoder

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