Bill Perkins | Founder/Managing Partner/CIO - Skylar Capital
Chuck chats with hedge fund manager, commodities trader, high-stakes poker player, film producer, and author, Bill Perkins.
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Show Notes
Chuck chats with hedge fund manager, commodities trader, high-stakes poker player, film producer, and author, Bill Perkins. Chuck and Bill discuss how a commodity hedge fund can generate outsized returns in natural gas - a space where billions of dollars trade daily. Bill tells about buying Ernie Barnes' iconic painting "The Sugar Shack" for $15 million at an auction. Chuck said afterward "I was on the edge of my seat the whole time, and I knew he bought it!" Bill also shares his philosophy for a fulfilling life, "maximize enjoyment rather than wealth" - from his recent book Die With Zero.
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Click here to view the episode transcript.
00:00 - Intro
01:04 - Energy Trading Journey
04:26 - Centaurus Overview
06:42 - Starting Independent Trading
11:30 - Finding Profitable Trades
13:43 - Primary Trading Instruments
17:34 - Frequency of "Juicy" Trades
22:50 - Investing in Oil with USO
24:20 - Risk Warehousing & Renewable Volatility
30:06 - Industrial Accidents & Market Inefficiency
34:20 - Inefficiencies in Markets
37:04 - Infrastructure Development Challenges
39:44 - Permitting Processes
44:01 - Understanding the Jones Act
46:12 - Whales in Energy Markets
51:44 - Toby Rice & Natural Gas Importance
52:45 - Energy Market Volatility
55:10 - Challenges in Hedge Fund Raising
56:35 - Bill Perkins & Sugar Shack Purchase
1:08:54 - Final Thoughts on Sugar Shack
1:11:57 - D0 Discussion
1:13:34 - Regret Minimization Strategies
1:17:47 - Life-Saving Decisions
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