With three decades of experience as an oil market strategist, Yasser brings a deep, real-time perspective to one of the most consequential energy shocks in recent history.
Drawing on his experience at the centre of global energy markets, Yasser breaks down the escalation in the Middle East, the shutdown of the Strait of Hormuz, and why, in his view, markets may be underestimating both the magnitude and duration of the disruption.
He explains how oil markets rebalance under stress, what it would take to force demand destruction, and why price remains the ultimate signal in energy.
Looking beyond the current crisis, Yasser challenges the concept of peak oil demand and outlines a structural bull case for energy, driven by years of underinvestment and a global shift toward energy security.
Whether you are an investor or simply trying to make sense of the headlines, this conversation offers a clear framework for understanding one of the most important forces shaping the global economy today.
Forthlane Partners’ Peter Grosskopf joined Rippled Ventures’ Tank Talks Podcast with Matt Cohen to discuss the critical role of real assets in resilient portfolios. He explains why gold and silver have become increasingly meaningful defensive allocations for investors amid record sovereign debt, persistent inflation, and currency debasement – reinforcing why real assets are a key allocation in Forthlane client portfolios.
Spotify: https://lnkd.in/gDSFRMCa
Apple: https://lnkd.in/gUAjfgNE
What does it mean for Canada to truly control its economic destiny? Where have we fallen behind, and what would it take to rebuild national competitiveness in a world order that is changing in real time?
In this episode of Forthlane Features, Vanessa Hui and Rob Vanderhooft sit down with John Ruffolo, Founder and Managing Partner of Maverix Private Equity and a leading Canadian voice shaping the national conversation around innovation, capital formation, and economic policy. Together, they unpack the urgent issue of economic sovereignty.
Drawing on decades spent helping build Canada’s venture ecosystem, John explains why governments must move from neutrality to intentionality, why entrepreneurs need to lead, and why Canadian capital must be mobilized toward domestic growth.
John makes the case that Canada must rebuild its innovation engine—quickly. He outlines the critical sectors where Canada must lead and calls on entrepreneurs and capital allocators to build boldly.
In this episode of Forthlane Features, Vanessa Hui sits down with Mario Nigro, a Partner in the Mergers & Acquisitions group at Stikeman Elliott and a primary architect of Canada’s search fund ecosystem.
In this episode of Forthlane Features, Vanessa Hui sits down with Sanjay Malaviya, founder and former CEO of RL Solutions, for a candid conversation about the realities of building, exiting, and reimagining life after nearly two decades of building a company.
In this episode of Forthlane Features, Vanessa Hui and Anthony Berg sit down with Andrew Sarna, Portfolio Manager at Forthlane (Cayman Islands), to dive into the insights behind his widely read macro note, Off the Charts.