Inside the analysis
Episode 1 - Energy
Trevor Noren sits down with Jay Sellick for our inaugural episode of Inside the Analysis, to discuss the ever-present and forever-flawed expectation that seismic change is just around the corner in the traditional energy industry. Enjoy the conversation between these two experienced analysts as they take you through the deep dive of our thinking.
Trevor joined 13D in 2015, after a decade and a half in the tech and media industries. His primary focus is on how the algorithmic revolution is transforming industries, cultures, politics, and financial markets. He has led the firm’s analysis of the escalating backlash against big tech, the tech cold war between China and the U.S., and the meteoric rise of rules-based investing, among many others.
Jay has 30 years of investment experience on both the buy and sell side. Jay has been associated with 13D Research for 20 years and he has specialized in the global conventional energy industry since 2003. To complement his energy research, Jay writes extensively on global economic and monetary policy trends, geopolitics and global capex.