Events
May 1, 2026

Q2 2026 Maket Outlook Webinar: Wars, Supply Shocks, and Commodity Supercycles

From COVID to Ukraine to the current Middle East disruption, markets are increasingly being shaped by repeated and overlapping supply constraints—not just demand.

This quarter, we’re joined by MacKenzie Davis, Managing Director at SailingStone Capital Partners, to discuss how they invest in that reality through the ​Victory Global Energy Transition Fund (RSNYX).

The approach is straightforward: rather than forecasting commodity prices, focus on owning advantaged assets: low-cost producers positioned to compound value across cycles.

Jeff and MacKenzie will cover:

  • What recent energy and commodity disruptions are signaling
  • Why supply-side dynamics may matter more going forward
  • How this translates into portfolio construction

We invite you to join us as we highlight the most important current events and economic indicators influencing our view on the economy, markets, and climate related issues.

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