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

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Episode
276 of 281
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30M
Sprog
Engelsk
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Kategori
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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