MLP and Energy Infrastructure Investing with Greg Reid

Описание: In this episode of Excess Returns, we speak with Greg Reid, President of Real Assets at Westwood Group Holdings and lead portfolio manager for their $2 billion energy investment team. We cover the outlook for energy and the major areas of the energy market. We discuss the future of clean energy and why traditional fuels may play a bigger role in it than renewables. We also dig deep into energy infrastructure investing and MLPs and Greg's process for selecting investments in the space and their new ETF that pairs energy investing with covered call writing to boost income.

0:00 - Introduction
01:00 - Current energy landscape and big trends
03:00 - US as the largest producer of oil and gas
05:00 - Shale revolution and its impact on the US energy industry
07:00 - Five significant areas within the energy industry
07:30 - Pipelines
09:00 - LNG (Liquefied Natural Gas)
10:00 - Gathering and Processing
12:00 - Storage
15:00 - Renewables and their limitations
18:00 - Challenges in transitioning to renewable energy sources
21:00 - Key metrics for evaluating energy companies
23:00 - Introduction to MLPs (Master Limited Partnerships)
26:00 - Attractiveness of investing in the midstream area
28:00 - Number of MLPs and their yields
29:00 - Key metrics for analyzing MLPs
31:00 - Westwood's new enhanced income strategy within an ETF wrapper
34:00 - How the covered call strategy works
38:00 - Environments where the covered call strategy performs well
40:00 - Initial success of Westwood's new ETF launch

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