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PODCAST

SL Advisors Talks Markets

SL Advisors, LLC

Simon Lack and Henry Hoffman of SL Advisors consider inflation risks to investors and how to respond.

business investing

All Episodes

00:04:53

Quantifying The Gas Arb

SL Advisors Talks Markets ·

2026/01/18

In The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution, author Greg Zuckerman explains how today’s traders spend most of their time doing research. At Renaissance, the hedge fund Zuckerman chronicles, and other quantitative funds, traders spend much of their time looking for market anomalies that are likely to repeat and […]

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00:05:04

Venezuela: Mostly Questions, Few Answers

SL Advisors Talks Markets ·

2026/01/11

More than most times, the energy market is moving on macro developments. President Trump is for low oil prices. He wants energy dominance which means ample supply. Although the White House is a big fan of the US energy sector, volumes trump profits. Trump’s first term was not a good one for energy investors. Oil […]

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00:07:11

Few Laughs In Gas Last Year

SL Advisors Talks Markets ·

2026/01/04

Energy was a laggard in 2025, and within that Liquefied Natural Gas (LNG) stocks were especially weak. The S&P Energy Index was +9.1%, 8.8% behind the S&P500. The American Energy Independence Index (AEITR) was +1.7%. The five-year annual trailing return on the AEITR is well ahead of the broader market (23.6% vs 15.3%). Over the […]

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00:04:45

English Christmas Dinner

SL Advisors Talks Markets ·

2025/12/28

Regular readers know that around this time of the year my thoughts briefly stray from midstream energy to Christmas. My love of Christmas pudding has been well documented here (see English Christmas Traditions, Merry Christmas and Happy Holidays! and watch The Joy of Christmas Pudding). We all fondly remember the Christmas of our childhood. My […]

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00:05:54

What A Difference A Year Makes

SL Advisors Talks Markets ·

2025/12/21

2025 has been frustrating for those who must explain short term performance in midstream energy stocks – which is to say your blogger, along with many financial advisors whose clients are invested in the sector. It hasn’t been an especially newsworthy year. In 2024, the realization that natural gas would benefit from the growth of […]

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00:05:30

Rethinking Hydrogen

SL Advisors Talks Markets ·

2025/12/14

Hydrogen has long been thought to be a viable form of carbon-free energy. When burned, it produces water vapor. But hydrogen isn’t very energy-dense (about two thirds less than gasoline), is expensive to produce and hard to handle. An interesting fact is that H2 molecules are so tiny they can gradually leak through a steel […]

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00:04:50

Midstream And Variable Costs

SL Advisors Talks Markets ·

2025/12/07

Renewables’ advocates are fond of linking solar and wind with the power needs of data centers. Superficially, the marriage of new technology and new energy seems inevitable. Bloomberg New Energy Finance (BNEF) is just one example of media outlets that are telling this story (see Power Hungry Data Centers Are Driving Green Energy Demand). Inconveniently, […]

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00:05:27

The Midstream Earnings/Valuation Paradox

SL Advisors Talks Markets ·

2025/11/30

Midstream is mercifully removed from all the angst and excitement of AI stocks and crypto – although in a modern version of selling pickaxes to goldminers, natural gas and its infrastructure enable much of this activity. You have to admire the response of MicroStrategy CEO Michael Saylor to the bitcoin collapse which has crushed his […]

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00:05:23

Good News On Climate

SL Advisors Talks Markets ·

2025/11/23

To be a climate scientist means to live with a dour outlook. The news is never good. We’re always at a tipping point beyond which irreversible damage to the planet will result. Humanity may die out. Therefore, it was cheering to find some good news in the International Energy Agency’s (IEA) World Outlook 2025, albeit […]

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00:05:47

Ten Reasons To Consider Buying Midstream Now

SL Advisors Talks Markets ·

2025/11/16

Last week an investor asked us for ten reasons why they should commit funds to midstream energy infrastructure now. Typically, three or four bullet points will suffice to make the case, but in this case the request was for ten. Believe it or not, we were up to the challenge! Here they are: Valuations are […]

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00:05:23

MLP Yields Look Better Than Cash

SL Advisors Talks Markets ·

2025/11/09

Your blogger is routinely critical of the Alerian MLP ETF (AMLP) — for good reason, as its narrow universe and tax-paying structure offer ample points of weakness. They’ve even struggled to calculate taxes owed, which resulted in two downward NAV adjustments in 2022-23 (see AMLP Fails Its Investors Again). At times I’ve even been critical […]

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00:05:29

Debt Monetization And Pipelines

SL Advisors Talks Markets ·

2025/11/02

I just finished reading Andrew Ross Sorkin’s new book 1929, which relies on a lot of previously unpublished material to tell the story of the Great Crash through some of the protagonists. For those who enjoy economic history or even a good story, this will not disappoint. Benjamin Strong ran the Federal Reserve until his […]

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00:05:07

Inflation Protection From Pipelines

SL Advisors Talks Markets ·

2025/10/26

The link between inflation and fee increases for liquids pipelines doesn’t draw much attention, but it proved to be valuable to midstream investors three years ago when the Biden administration’s excessive stimulus drove the Producer Price Index (PPI) up 13%. Maintaining purchasing power is the goal of most long-term investors. Inflation is reasonably close to […]

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00:05:20

Bullish News On Gas

SL Advisors Talks Markets ·

2025/10/19

Last week there were two pieces of news that confirmed the bullish long term outlook for natural gas. On Thursday the WSJ reported on the Behind The Meter (BTM) arrangements that are becoming common (see AI Data Centers, Desperate for Electricity, Are Building Their Own Power Plants). This is faster than connecting with the grid […]

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00:05:25

Gassy Isn’t Happy

SL Advisors Talks Markets ·

2025/10/12

The last few weeks have been challenging for the bullish story on natural gas. On Thursday evening Venture Global (VG) disclosed that they’d lost an arbitration case with BP over their Calcasieu Pass LNG terminal. The International Chamber of Commerce (ICC) found that VG had breached its obligation to make a timely declaration of the […]

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00:05:16

BP Navigates Politics With Its Outlook

SL Advisors Talks Markets ·

2025/10/05

BP recently published their 2025 Energy Outlook. When big oil producers make projections about consumption it becomes a political document. Climate extremists are quick to accuse companies of opposing the energy transition and consigning the world to ruinous warming. Yet capital commitments need to be based on rational expectations, not aspirational ones. Earlier this year […]

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00:05:17

Getting Cheaper By Moving Sideways

SL Advisors Talks Markets ·

2025/09/28

The energy sector is leaving investors unimpressed. YTD the American Energy Independence Index (AEITR) is +5% and seems to be marking time. The S&P500, increasingly dominated by tech and AI exposure, is +13%. Long-time clients, having enjoyed several strong years, hope the better days will soon return. More recent investors demand to know what’s gone […]

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00:04:59

Get Your Foreign Exposure In America

SL Advisors Talks Markets ·

2025/09/21

Investors are routinely advised to incorporate some international exposure into their portfolios. This can be to add diversification or, in the case of emerging markets, to participate in faster-growing economies. For a US-based investor, this is at best a waste of time. Worse, it can introduce unneeded complexity, cost and poor returns. By investing in […]

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00:01:59

Thoughts On NextDecade

SL Advisors Talks Markets ·

2025/09/15

I’m traveling in Italy and am not so distracted by the cultural and culinary delights to have overlooked the news on NextDecade (NEXT). I’ve watched the subsequent stock price fall with disappointment. They lowered EBITDA guidance on Trains 1-5 from $1.1BN (midpoint of prior $0.9-1.3BN) to $1BN, starting in 2030. Distributable Cash Flow (DCF) is […]

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00:05:02

Adapting To America’s Low Rate Policy

SL Advisors Talks Markets ·

2025/09/14

President Trump continues to heap pressure on the FOMC to cut rates, to the alarm of every economist and bond analyst. Central bank independence is the gold standard for western nations, the only way to assure that politicians don’t seek to juice growth synchronized with the election cycle. Fed chair William McChesney Martin Jr, who […]

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