Скачать с ютуб Applying AI to natural resource investments - Adam Rozencwajg, Goehring & Rozencwajg в хорошем качестве

Applying AI to natural resource investments - Adam Rozencwajg, Goehring & Rozencwajg

In this conversation with Adam, we managed to combine 3 of my favorite topics - AI, energy, and investing. We talked about applying AI to solve the oil wells’ productivity surge puzzle, building an ML system in the environment of an investment firm, Adam’s views on the solar, wind, and nuclear, as well as the future energy supply breakdown in the US, Europe, China, and India. Adam is a Managing Partner of Goehring & Rozencwajg. Goehring & Rozencwajg (G&R) is a fundamental research firm focused exclusively on contrarian natural resource investments with a team with over 30 years of dedicated resource experience. G&R is an SEC Registered Investment Advisor. The audio version is available everywhere you listen to podcasts. https://anchor.fm/forward-by-dawn/ 0:00 Goehring & Rozencwajg Profile. Lessons from 30 years investing energy and minerals 12:26 Applying AI to the fundamental research & Solving the doubling of oil wells’ productivity puzzle 37:26 Global fossil fuels supply picture 47:10 Solar & Wind as sources of energy 54:29 Nuclear energy 58:56 The future global energy landscape Links: Web: gorozen.com Letters: http://gorozen.com/research/commentaries US geological survey: https://www.usgs.gov/ Twitter: @GoRozen Linkedin:   / goehring-&-rozencwajg-associates-llc   Video on the history of energy:    • G&R History of Energy   At Dawn, we invest in visionary leaders who move the world forward. Learn more at https://dawn-gv.com