Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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#42: Adam Rozencwajg On The Speculative Mania In Green Energy Stocks
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Content provided by Superinvestors and the Art of Worldly Wisdom and Jesse Felder. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Superinvestors and the Art of Worldly Wisdom and Jesse Felder or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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
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57 episoade
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Manage episode 287035044 series 1452134
Content provided by Superinvestors and the Art of Worldly Wisdom and Jesse Felder. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Superinvestors and the Art of Worldly Wisdom and Jesse Felder or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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 episoade
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