Episode
Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]
Invest Like the Best with Patrick O'Shaughnessy · Jul 21, 2026 · 57 min
My guest today is Matthew Smith. Matthew is the founder and CIO of Chronometer Partners, which invests in energy, industrials, materials, power and utilities, and related infrastructure. For the last 18 months he and his team have modeled nearly every natural gas well, pipeline, and processing asset in the United States. He's reached a conclusion most of the market doesn't share. Starting in…