Maria Jelescu Dreyfus on Long-Short Strategies, Natural Gas, LNG, and the Future of Energy Investing

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Episode
275 of 281
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29M
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Engelsk
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Økonomi & Business

In this must-watch episode of Buy Hold Sell, Wall Street veterans ⁠Tobin Smith⁠ and ⁠Todd M. Schoenberger⁠ sit down with ⁠Maria Jelescu Dreyfus⁠, Founder, CEO, and CIO of ⁠Ardinall Investment Management⁠ — a private investment firm focused on long-short strategies in public markets and the global energy transition.

Maria shares her unique perspective shaped by her leadership at ⁠Goldman Sachs⁠, board experience at ⁠ExxonMobil⁠ and ⁠Pioneer Natural Resources⁠, and deep involvement in energy policy, infrastructure, and ESG investing.

🔍 Episode Highlights:

📊 Energy Investment Strategy – Maria explains how Ardinall approaches long-short equity in the evolving energy landscape.

💡 Natural Gas & Power Infrastructure – Why natural gas remains critical to meet rising U.S. electricity demands, especially for data centers and industrial growth.

🚢 LNG Exports & Geopolitics – How the U.S. is leveraging its low-carbon, low-cost natural gas to compete in Europe and Asia.

🏗️ Permitting & Midstream Bottlenecks – The infrastructure challenges delaying new pipelines and gas transport systems.

☢️ Small Modular Reactors (SMRs) – Can SMRs drive zero-carbon electricity? Maria shares a realist’s take on nuclear innovation.

🌐 Global Trade & Energy Security – The implications of tariffs, energy diversification in India, and U.S. competitiveness in global energy markets.

👤 About Maria Jelescu Dreyfus: Maria is the founder of Ardinall Investment Management, a New York-based long/short hedge fund serving accredited investors. She brings over two decades of experience in energy, sustainability, and finance. She sits on the boards of ExxonMobil, ⁠Cadiz Inc.⁠, and ⁠SLB (Schlumberger)⁠, and is a recognized voice in sustainable finance and policy.

📺 Watch the full episode now on the ⁠Biz Talk Today TV⁠ network or the ⁠CrossCheck Media YouTube Channel⁠. ✅ Don't forget to subscribe for more expert-level market insights.

📢 Advertising Opportunities: Want to promote your brand on Buy Hold Sell or other top finance programs produced by CrossCheck Media and distributed by Biz Talk Today TV? 📩 Contact: Support@BizTalkTodayTV.com

🔖 ⁠#BuyHoldSell⁠ ⁠#MariaJelescuDreyfus⁠ ⁠#Ardinall⁠ ⁠#EnergyInvesting⁠ ⁠#NaturalGas⁠ ⁠#LNG⁠ ⁠#LongShortStrategy⁠ ⁠#CleanEnergy⁠ ⁠#SMR⁠ ⁠#GoldmanSachs⁠ ⁠#ExxonMobil⁠ ⁠#ESGInvesting⁠ ⁠#PowerInfrastructure⁠ ⁠#USelections2024⁠ ⁠#Geopolitics⁠ ⁠#USExports⁠ ⁠#FinancePodcast⁠ ⁠#MarketAnalysis⁠ ⁠#WallStreet⁠ ⁠#MidstreamEnergy⁠ ⁠#SustainableInvesting⁠ ⁠#CrossCheckMedia⁠ ⁠#BizTalkTodayTV⁠ ⁠#TobinSmith⁠ ⁠#ToddSchoenberger⁠ ⁠#ToddMSchoenberger⁠ ⁠#BTT⁠ ⁠#Investing⁠ ⁠#News⁠ ⁠#Media⁠ ⁠#WallStreet


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