The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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Innehåll tillhandahållet av Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Superinvestors and the Art of Worldly Wisdom and Jesse Felder eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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#42: Adam Rozencwajg On The Speculative Mania In Green Energy Stocks
MP3•Episod hem
Manage episode 287035044 series 1452134
Innehåll tillhandahållet av Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Superinvestors and the Art of Worldly Wisdom and Jesse Felder eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Back in October of last year, I had the pleasure of discussing the "generational opportunity in energy stocks" with Leigh Goehring. At the time, he made a very compelling investment case for the energy sector and, in just the five months since then, it has nearly doubled in value. Leigh and his firm still believe energy offers compelling value but to truly appreciate it, it helps to also understand the related bubbles in both renewables and electric vehicles. In this conversation, Leigh's partner, Adam Rozencwajg, shares his views on the mania in these so-called green energy stocks, outlining why renewables and EVs are not the panacea for climate change investors believe them to be and why, ironically, the best way to profit from the transition to green energy may be in the very stocks ESG investors are shunning today. For notes and links related to this episode visit TheFelderReport.com
…
continue reading
57 episoder
MP3•Episod hem
Manage episode 287035044 series 1452134
Innehåll tillhandahållet av Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Superinvestors and the Art of Worldly Wisdom and Jesse Felder eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Back in October of last year, I had the pleasure of discussing the "generational opportunity in energy stocks" with Leigh Goehring. At the time, he made a very compelling investment case for the energy sector and, in just the five months since then, it has nearly doubled in value. Leigh and his firm still believe energy offers compelling value but to truly appreciate it, it helps to also understand the related bubbles in both renewables and electric vehicles. In this conversation, Leigh's partner, Adam Rozencwajg, shares his views on the mania in these so-called green energy stocks, outlining why renewables and EVs are not the panacea for climate change investors believe them to be and why, ironically, the best way to profit from the transition to green energy may be in the very stocks ESG investors are shunning today. For notes and links related to this episode visit TheFelderReport.com
…
continue reading
57 episoder
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