SL Advisors Talks Markets
Simon Lack and Henry Hoffman of SL Advisors consider inflation risks to investors and how to respond.
- Update frequency
- every 3 days
- Average duration
- 5 minutes
- Episodes
- 142
- Years Active
- 2024 - 2025
Strengthening Your Portfolio With Pipelines
When conflict occurs that might disrupt global oil supplies, portfolios that include an allocation to midstream energy infrastructure usually enjoy some modest protection. Crude traded up 14% on Thur…
00:04:47 |
Sun 15 Jun 2025
The Ethane Standoff
All over the world plastics are manufactured using derivatives of crude oil. Along with cement, steel and fertilizer these are what Vaclav Smil refers to as the four pillars of civilization. Modern l…
00:04:56 |
Wed 11 Jun 2025
Gas Exporters Keep Growing
Venture Global (VG) continued its post-IPO recovery last week. Back in January price talk was above $50 which would have valued the company at double market leader Cheniere. Pushback from institution…
00:05:19 |
Sun 08 Jun 2025
Did Ukraine Boost Oil Prices?
Macro issues are driving the market even more than usual. Pipeline earnings came with barely a ripple as companies once again generally hit or modestly exceeded guidance. Crude oil rose on Monday on …
00:05:03 |
Wed 04 Jun 2025
The World’s Only Shale Revolution
In conversations with investors the Shale Revolution is acknowledged as driving US hydrocarbon production up. What is less appreciated is how much this has been a US phenomenon, with no equal anywher…
00:04:57 |
Sun 01 Jun 2025
Investors Warm To Gas Exposure
The mood was reportedly upbeat at the 22nd Annual Energy Infrastructure CEO & Investor Conference (known as the EIC) in Aventura, FL last week. Performance has been good. The American Energy Independ…
00:05:16 |
Wed 28 May 2025
Notes From The Midstream Industry Conference
My partner Henry Hoffman attended the 22nd Annual Energy Infrastructure CEO & Investor Conference in Aventura, FL last week. Below are Henry’s notes from presentations and meetings. The mood at this …
00:05:52 |
Sun 25 May 2025
Worrying Inflation Forecasts
In early April JPMorgan reacted to Liberation Day by forecasting a recession in the second half of the year. They assumed the tariffs would cause a drop in business investment. They also raised their…
00:05:09 |
Wed 21 May 2025
The Coming Energy Backlash
New Jersey, where your blogger resides when temperatures allow, had a good story to tell on energy until recently. Power generation relies heavily on natural gas and nuclear (38% and 56% respectivel…
00:05:19 |
Sun 18 May 2025
Pipelines Will Get a Lift From Gas
Following Sunday night’s 90-day agreement on tariffs between the US and China, the S&P500 sailed back above its pre-Liberation Day levels. All is right with the world. Sentiment seems weaker than dat…
00:05:21 |
Wed 14 May 2025
Tariff Trauma Is Receding
Americans visiting Europe know that Republican presidents are generally less popular than Democrat ones, since Europe’s political center of gravity is left of ours. This is especially true of Preside…
00:04:51 |
Sun 11 May 2025
Drama-Free Energy Stocks
Supplies of crude oil were already set to increase by 2.6 Million Barrels per day (MMB/D) year-on-year before the OPEC+ announcement on Monday. Demand is growing in emerging economies across Asia, Af…
00:05:15 |
Wed 07 May 2025
Tariffs Not Biting Yet
On Friday the market achieved a welcome milestone in that the S&P500 rose above its pre-Liberation Day level. The unemployment report suggested that we’re not yet falling into a recession. Signs that…
00:05:12 |
Sun 04 May 2025
The Iberian Grid Warning
It’s too early to say what caused the loss of power across Spain and parts of Portugal, but early signs are that it was linked to a disruption in solar supply. Some will soon blame it on global warmi…
00:05:01 |
Wed 30 Apr 2025
Talking Midstream In the Volunteer State
Midstream energy infrastructure is offering solid defense during a period when Presidential ruminations on tariffs or Jay Powell’s career prospects regularly cause 2% daily market moves. Operating a …
00:05:27 |
Sun 27 Apr 2025
Tariffs Soften Presidential Support
Tariff turmoil and the market’s gyrations have elicited more than normal feedback on recent blog posts. Politically, our readers and investors tend to be Republican so many are inclined to look for p…
00:05:02 |
Wed 23 Apr 2025
Stagflation
On Wednesday during Q&A following Jay Powell’s speech to the Economic Club of Chicago, he warned that the near-term impact of tariffs is likely to be rising unemployment and rising inflation. The Fed…
00:05:07 |
Sun 20 Apr 2025
LNG Deals Aren’t Swayed By Tariffs
Last week President Trump said the EU should close its trade surplus with the US by buying $350BN of US energy. The Administration’s spontaneous policy switches on tariffs have been unpleasant for in…
00:05:36 |
Wed 16 Apr 2025
Help With Timing Regional Conflicts
Dimitri Alperovitch co-founded CrowdStrike, the cybersecurity firm whose faulty software update on the Windows operating system last year led to worldwide IT failures. Alperovitch was no longer with …
00:05:20 |
Sun 13 Apr 2025
The Bull Case For Bitcoin
Last year luxury car sales in Singapore collapsed. Sales of new Bentley, Ferrari, Jaguar and Rolls Royce models were down by as much as three quarters compared with 2023. This wasn’t caused by an eco…
00:05:42 |
Wed 09 Apr 2025
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