Episode 33: The Biggest Question in Investing
In this week’s podcast, Simon Lack discusses long term interest rates
Episode 32: Beyond Petroleum
In this week’s podcast, Simon Lack discusses BP’s latest move to invest in renewables
Episode 31: Is Climate Change Driving Capital?
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?
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
Episode 29: Davos Talks Climate Change
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
Episode 28: Coal Becomes the Pariah
In this week’s podcast, Simon Lack discusses Blackstone’s recent client letter on sustainability
Episode 27: How To Manage Iran Risk
In this week’s podcast, Simon Lack discusses how investors should manage the risk of Middle East conflict
Episode 26: Life is Good
In this week’s podcast, Simon Lack discusses the many positives about today’s human existence
Episode 25: Pipelines Close a Good Year
In this week’s podcast, Simon Lack discusses the positive momentum for certain pipeline stocks heading in to the new year
Episode 24: Have MLPs Hit Bottom?
In this week’s podcast, Simon Lack discusses the ongoing shift into pipeline stocks