February 17, 2026
In this interview, Eric Nuttall, Partner & Senior Portfolio Manager at Ninepoint Partners, joins Adriano from Passive Income Investing to discuss why he believes we are in a multi-year bull market across all forms of energy, including oil, natural gas, coal, and uranium.
Key Topics Covered:
- Global energy demand outlook
- U.S. shale slowdown & supply constraints
- Canada’s competitive positioning
- Covered call strategy explained
- Why shift to at-the-money calls
- 15% leverage — why that level?
- How NRGI differentiates from competitors