Einhorn vs Klarman: the future for shales

Two hedge fund giants are battling it out to decide the future of the shale revolution, and our sole recommendation in the sector.

Edison vs Tesla; Kasparov vs Deep Blue; Mac vs PC. The greatest rivalries are fought not simply between competing opponents, they are fought between competing ideas. The businessman versus the visionary; man versus machine; individuality against conformity. Now another great contest beckons, one that could decide the future of the US shale oil industry.

The contest involves two of the smartest, most influential investors in the world and a little known energy business. Welcome to Klarman vs Einhorn.

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