Episode 39: Are More Infections A Good Thing?

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 39: Are More Infections A Good Thing?
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In this week’s podcast, Simon Lack discusses why more widespread Coronavirus could help open things up

Sources for facts cited:

Road deaths

Association for Safe international Road Travel

https://www.asirt.org/safe-travel/road-safety-facts/

California infection rates

https://www.livescience.com/coronavirus-antibodies-widespread-in-santa-clara.html

http://publichealth.lacounty.gov/phcommon/public/media/mediapubhpdetail.cfm?prid=2328

German and Dutch infection rates

https://www.sciencemag.org/news/2020/04/antibody-surveys-suggesting-vast-undercount-coronavirus-infections-may-be-unreliable

Episode 38: Climate Change Was Never Our Biggest Threat

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 38: Climate Change Was Never Our Biggest Threat
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In this week’s podcast, Simon Lack discusses the twin tragedy of climate extremists

Clips in this podcast:

Senator Elizabeth Warren

Representative Alexandria Ocasio-Cortez

President Obama

World Health Organization

Episode 37: Energy During a Pandemic

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 37: Energy During a Pandemic
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In this week’s podcast, Simon Lack discusses the energy markets during the current pandemic

Episode 36: Energy Gets Hit By Coronavirus

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 36: Energy Gets Hit By Coronavirus
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In this week’s podcast, Simon Lack discusses the turmoil in energy markets

Episode 35: Market Timing the Coronavirus

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 35: Market Timing the Coronavirus
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In this week’s podcast, Simon Lack discusses why market timing is so hard

Episode 34: Vaclav Smil

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 34: Vaclav Smil
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In this week’s podcast, Simon Lack discusses energy writer Vaclav Smil

Sources mentioned in podcast:

Sources of energy

https://ourworldindata.org/energy

Episode 33: The Biggest Question in Investing

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 33: The Biggest Question in Investing
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In this week’s podcast, Simon Lack discusses long term interest rates

Episode 32: Beyond Petroleum

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 32: Beyond Petroleum
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In this week’s podcast, Simon Lack discusses BP’s latest move to invest in renewables

 

Episode 31: Is Climate Change Driving Capital?

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 31: Is Climate Change Driving Capital?
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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

Episode 30: Who’s Really ESG?

SL Advisors Talks Energy
SL Advisors Talks Energy
Episode 30: Who's Really ESG?
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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

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