[REPLAY] Judd Arnold: Seeking Convexity in Offshore Energy

I first interviewed Judd in April. Since then, the interview has become my most popular episode. This is partly due to Judd's acumen, deep knowledge on the subject matter, and my ability to shut up and listen.

The offshore energy thesis has played out as Judd described in April. And this episode is a great way to get up to speed if you want to learn more about it. I still think we're in the early innings of this offshore energy cycle.

If you'd like to learn more about Judd, DM him on Twitter ⁠@CorneliaLake⁠.

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