Inside Active: Massif Capital’s Thomson on Real-Asset Equities
Shifting geopolitical risks, growing AI-driven power demand and consolidation across global energy markets are reshaping investment opportunities in oil, natural gas and real assets. In this episode of Inside Active,...
By Mariam Traore · Bloomberg
Shifting geopolitical risks, growing AI-driven power demand and consolidation across global energy markets are reshaping investment opportunities in oil, natural gas and real assets. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, and Vincent Piazza, senior energy analyst at BI, speak with Will Thomson, founder and managing partner of Massif Capital LLC. They discuss investing across energy, mining and other liquid real ass