All Gas Trade Show: Consolidation Isn’t Neutral, Picking the Right Side

🔥 Dynasty managers love 2-for-1 deals… but most don’t treat them like what they really are: bets.

In this episode of All Gas Trade Show, we break down consolidation trades where: • One manager is choosing certainty • The other is betting on variance • And pretending both sides are “even” is how you lose value

We cover: • Why consolidation deals are never neutral • How to identify the actual risk in 2-for-1 trades • When “more pieces” is just disguised uncertainty • Why conviction matters more than flexibility
• How dynasty managers misprice the side they’re on

This isn’t about winning every trade — it’s about knowing which side you’re betting on and being honest about it.

⛽ Less hedging. More clarity. Welcome to AGTS.

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