Industry: Energy

Daniel Gladis is the founder of Vltava fund, a value-focused, research-driven hedge fund launched in 2004. Making it the oldest hedge fund in Central Europe. We first came across Daniel through his recent shareholder letter titled ‘What oil prices are telling us’.

Inflation is the biggest story of the moment. The rapid climb of the cost of basic goods and services is damaging economies, markets, businesses - and most likely your hip pocket as well. We predict you've spotted a sign of inflation. In the US, a photo of a Los Angeles gas station went viral charging more than $8 a gallon for fuel, in Australia - a photo went viral after a $12 iceberg lettuce, and in the UK - the fear that one third of the country's fish and chip shops will close in the next 9 months. Today Sascha and Alec want to know - what’s behind these different stories of inflation? And what can we learn from them?

AGL is Australia’s oldest and largest electricity generator. It is also Australia’s largest emitter of carbon dioxide. The company plans to shut its last coal fired generator in 2045. And has been resisting calls for it to accelerate plans to shut down its coal fired power plants. Which has put it in conflict with Mike Cannon-Brookes, who has been using his considerable wealth to try and accelerate Australia’s transition to a zero emission energy grid. This week this conflict came to a head and ended with AGL’s CEO and Chair of the Board resigning. In today's episode of The Dive, Alec and Darcy discuss what happened with Mike Cannon-Brookes and AGL . And explain what this story means for the future of Australia’s electricity grid?

Electricity prices are going through the roof. Will they ever come back down? The big banks are cutting rates, is the cycle turning already? Someone stole the rights to a picture of a monkey and now someone can't make a TV show. True story. All this and more on this week's Comedian v Economist.

On the 24 February, Russia invaded Ukraine. In the aftermath, the condemnation from world leaders across the globe was swift and saw the arrival of unprecedented sanctions. Germany was one of the vocal voices speaking out - their Chancellor Olaf Schlolz called Putin’s actions “a blatant breach of international law”. They've also participated in the seizure of Russian citizen's assets - restricting the superyacht 'Dilbar' owned by a Russian billionaire from leaving its anchorage in Hamburg early in March. So then why has it been so difficult for Germany to wean itself off Russian gas? Today Bryce and Sascha examine this question.

A lot of people wouldn't normally think of investing in the oil industry. Oil plays an integral role in all of our lives ... and in this episode Bryce and Alec help you understand the Oil industry and why companies in this space are experiencing record profits currently. These are some of the smartest executives and best businesspeople in the world. So what are they doing with these excess profits at the moment? Let’s find out ...

What's actually driving this energy crisis we're hearing about, what did the Pandora Papers reveal and what did they hide, what economic bent will the new NSW Premier bring to the job, and is ANZ too late to the BNPL party?