In this episode of Future Generation’s podcast, 2fold: Take Stock, Raphael Lamm, Joint Managing Director and Co-Chief Investment Officer at L1 Capital, discusses stock tips that will take advantage of higher copper prices and his expectations on oil prices and inflation. Raphael also shares why L1 Capital has been agitating for Santos (ASX: STO) to split out its liquid natural gas assets.
Read Damon Kitney’s coverage of the episode in The Australian.
L1 Capital is one of Future Generation Australia (ASX: FGX)’s pro bono fund managers.
Listen time 23 minutes
Read the transcript.
Available on all major streaming platforms:
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