Oil & Gas Investing in Today's Economy with Ben Fraser

Published: Feb. 7, 2024, 7:52 a.m.

b"Investing with Taylor at www.investwithtaylor.com\\nStessa to manage your properties https://stessa.sjv.io/c/2425882/1152983/14113\\nIn this episode, Taylor interviews Ben Frazier, the Chief Investment Officer of Aspen Funds, about oil and gas investing. Ben explains Aspen Funds' approach to investing in multi-asset classes, including real estate and oil and gas. He discusses the unique dynamics of the oil and gas space, such as the impact of green energy initiatives on fossil fuel production. Ben emphasizes the importance of understanding the risks and opportunities in the oil and gas industry and highlights the need for sophisticated operators and well-capitalized sponsors. He also addresses the sensitivity of the investment model to commodity prices and interest rates.\\nTakeaways\\nOil and gas investing requires a deep understanding of the industry and its unique dynamics.\\nInvestors should be cautious of bad actors and exaggerated claims in the oil and gas space.\\nInvesting in existing producing wells can reduce risk compared to investing in drilling programs.\\nHedging can help mitigate the volatility of commodity prices in oil and gas investments.\\nInterest rates and leverage should be carefully considered in oil and gas investment strategies.\\nEducating oneself through resources like podcasts and masterclasses is crucial before investing in oil and gas.\\nTo achieve long-term success, focus on consistent improvement and slightly outperforming others in the industry."