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Inside the Energy Trading Desk: Why the Market Is Mispricing the Middle East Shock
Exclusive interview with a former Point72 & Citadel energy trader
11 hrs ago
•
Ozeco
19
6
The Winners Of The Resources Shock (Part 2)
The other 5 sub sectors and 9 winners from the Middle East Crisis
Mar 14
•
Ozeco
28
5
The $7tn Oil & Gas Primer
Molecules, Sovereignty, and the Actuarial Blockade: How the global energy system works, from molecules to markets to the companies that control them
Mar 13
•
Ozeco
and
Hidden Market Gems
57
12
The Winners Of The Resources Shock (Part 1)
3 resources, 5 sub sectors and 9 winners from the Middle East Crisis
Mar 10
•
Ozeco
38
13
The Nuclear Renaissance
AI, electrification, and geopolitics are driving an unprecedented surge in power demand, forcing a global return to nuclear as the only scalable…
Mar 1
•
Ozeco
and
Felix
41
1
11
Commodities that will benefit from The Age of Electrification with Contrarian Capitalist
Commodities are at the heart of the Age of Electrification, join us as we dig into copper, uranium, silver, palladium and other metals entering a…
Feb 24
•
Ozeco
and
The Contrarian Capitalist
20
2
46:43
GE Vernova: Let There Be Power
A gas turbine and grid pure play riding a multi year profit and FCF supercycle on the back of generational load growth, reshoring, AI and…
Feb 2
•
Ozeco
33
3
Constellation Energy: The Federal Reserve of the Electron
How physical energy scarcity turned the largest US nuclear fleet into Artificial Intelligence’s critical infrastructure.
Jan 23
•
Ozeco
and
The Black Line
49
8
Uranium: Entering a Nuclear Powered Supercycle
Understand why uranium is uniquely positioned at the heart of the nuclear renaissance, electrification, reshoring and AI data center supercycles, and…
Jan 18
•
Ozeco
and
The Contrarian Capitalist
68
3
21
From Grid & Reshoring Supercycle to Small-Cap Execution: CTOS vs ALTG
Top Down or Bottoms Up? Unemployed Value Degen and Ozeco talk $CTOS and $ALTG
Jan 4
•
Ozeco
and
Unemployed Value Degen
33
11
Nextera Energy: How America’s Largest Utility Became An Electrification & AI Powerhouse
America’s biggest energy infrastructure owner is securing US AI and energy sovereignty and delivering strong and visible growth over the next decade
Dec 28, 2025
•
Ozeco
29
8
Siemens Energy: All gas (& electricity), no brakes
A €100bn power and grid equipment superpower (15% of global power generated with its equipment) at an inflection point, a huge beneficiary of the AI…
Nov 20, 2025
•
Ozeco
28
8
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