In this week’s podcast, Simon Lack discusses the impact of climate change on investment choices
Sources mentioned in podcast:
EIA electricity generation by source
https://www.eia.gov/energyexplained/electricity/electricity-in-the-us.phpFT article on China and emissions
In this week’s podcast, Simon Lack discusses the loose definition of ESG
Sources mentioned in podcast:
CO2 Emissions
https://climateactiontracker.org/countries/eu/
FT article on China and emissions
https://www.ft.com/content/2da15374-40e7-11ea-bdb5-169ba7be433d
In this week’s podcast, Simon Lack discusses climate change news from Davos
Sources mentioned in podcast:
How many private jets flew to Davos in 2019?
https://www.businessinsider.com/davos-by-the-numbers-billionaires-private-jets-security-bill-2020-1
OIL CEOs discuss emissions
In this week’s podcast, Simon Lack discusses Blackstone’s recent client letter on sustainability
In this week’s podcast, Simon Lack discusses how investors should manage the risk of Middle East conflict
In this week’s podcast, Simon Lack discusses the many positives about today’s human existence
In this week’s podcast, Simon Lack discusses the positive momentum for certain pipeline stocks heading in to the new year
In this week’s podcast, Simon Lack discusses the ongoing shift into pipeline stocks
In this week’s podcast, Simon Lack discusses why MLPs may be at the start of a long rally
Sources mentioned in podcast:
In this week’s podcast, Simon Lack explains why flaring of natural gas needs to stop