#121: Eric Nuttall (Ninepoint Energy Fund) - $100 Oil, Dividends vs. Buybacks & Why EMT is Wrong
Greetings & welcome back to the rose bros podcast. This episode we are joined by Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners and the Ninepoint Energy Fund. The Ninepoint Energy Fund is Canada's largest energy fund with ~$1.9 billion under management, primarily invested in Canadian mid-cap energy companies.Eric's views on energy are frequently sought after by BNN Bloomberg, CNBC, The Globe and Mail, The National Post, and other media organizations.Eric graduated with High Honours from Carleton University with an Honours Bachelor of International Business.Among other things we discussed $100 oil, dividends vs. share buybacks, the importance of trust when investing & why Efficient Market Theory is wrong.Enjoy.This podcast episode is sponsored by Connate Water Solutions.Do you need cost effective water sourcing options to supply your next drilling or completions program?Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.Contact [email protected] or www.connatewater.com for more details.This podcast is sponsored by Headracingcanada.comLooking for high performance ski gear this winter? In partnership with 4x-Olympian Manny-Osborne Paradis, Headracingcanada.com is offering the lowest prices possible through its online storefront, by passing brick and mortar savings to customers. Check out Headracingcanada.com for more info on high performance gear for the upcoming ski season. Support the Show.