Clay is joined by Arvind Sanger to discuss investment opportunities in the energy, metals, and mining space. Arvind Sanger is the founder and managing partner of Geosphere Capital Management, a global long-short equity hedge fund focused on natural resources and industrial companies worldwide.  IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:00:41 - Energy History 00:05:11 - Market Cyclicality 00:11:50 - Sensible Energy Transition 00:15:30 - Fossil Fuels 00:27:11 - Energy Demand from AI 00:30:35 - India 00:32:33 - Investing in Metals 00:39:43 - Uranium 00:48:17 - Coal 00:51:28 - Things to Watch 🤝 Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Clay and the other community members: https://theinvestorspodcast.com/mastermind 🏡 Make more from your vacation home by doing less. Partner with Vacasa today. https://vacasa.com/ 📈 Learn to invest like legend investors do — from the company that has interviewed them. Use YOUTUBE15 to get 15% off! https://theinvestorspodcast.podia.com/how-to-get-started-with-stocks 💰Click here to download your FREE guide to Stop Worrying About Your Finances In 4 Simple Steps: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ RELATED EPISODES: - Finding Value in the Oil Market w/ Josh Young: https://youtu.be/Kafs7VQ2PPg - Energy, Inflation, and the FED w/ Lyn Alden: https://youtu.be/qgu4Tf_7RWk - Are Real & Hard Assets Better? | Energy, Metals and Mines w/ Will Thomson: https://youtu.be/4bVJ9Fdv1WI - How to Navigate Market Cycles | Insights from Howard Marks: https://youtu.be/GSdaNm-SyGU - The SECRET to Maximum Returns: Mastering the Market Cycle by Howard Marks: https://youtu.be/yj7X4P9HOtI 🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP 🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/episodes/the-bullish-energy-cycle-w-arvind-sanger/ 💡 OTHER RESOURCES - Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a 14-day free trial: https://www.sahg6dtr.com/59QC8Z/R74QP/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ABOUT OUR SHOW 🎙  On We Study Billionaires, we interview and study famous financial billionaires including Warren Buffett, Bill Gates, and Ray Dalio. We teach you what we learn and how you can apply their investment strategies in the stock market. 🌍 Website: https://www.theinvestorspodcast.com/we-study-billionaires/  📝 Help us understand our audience better so we can create a more intentional user experience by answering this survey! https://www.theinvestorspodcast.com/survey2023-youtube ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📚OUR FREE INVESTING COURSES/RESOURCES https://www.theinvestorspodcast.com/tip-academy/ 📊TRY OUR STOCK INVESTING TOOL: TIP FINANCE https://www.theinvestorspodcast.com/tip-finance/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.