Episode 35: Market Timing the Coronavirus

Episode 35: Market Timing the Coronavirus
SL Advisors Talks Energy

 
 
00:00 / 00:05:34
 
1X
 

In this week’s podcast, Simon Lack discusses why market timing is so hard

Episode 34: Vaclav Smil

Episode 34: Vaclav Smil
SL Advisors Talks Energy

 
 
00:00 / 00:05:47
 
1X
 

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

Episode 33: The Biggest Question in Investing
SL Advisors Talks Energy

 
 
00:00 / 00:06:26
 
1X
 

In this week’s podcast, Simon Lack discusses long term interest rates

Episode 32: Beyond Petroleum

Episode 32: Beyond Petroleum
SL Advisors Talks Energy

 
 
00:00 / 00:04:46
 
1X
 

In this week’s podcast, Simon Lack discusses BP’s latest move to invest in renewables

 

Episode 31: Is Climate Change Driving Capital?

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

 
 
00:00 / 00:06:26
 
1X
 

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?

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

 
 
00:00 / 00:05:45
 
1X
 

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

Episode 29: Davos Talks Climate Change
SL Advisors Talks Energy

 
 
00:00 / 00:05:45
 
1X
 

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

https://www.worldoil.com/news/2020/1/22/oil-leaders-at-davos-debate-tougher-co-cuts-as-pressure-mounts

Episode 28: Coal Becomes the Pariah

Episode 28: Coal Becomes the Pariah
SL Advisors Talks Energy

 
 
00:00 / 00:05:19
 
1X
 

In this week’s podcast, Simon Lack discusses Blackstone’s recent client letter on sustainability

Episode 27: How To Manage Iran Risk

Episode 27: How To Manage Iran Risk
SL Advisors Talks Energy

 
 
00:00 / 00:05:51
 
1X
 

In this week’s podcast, Simon Lack discusses how investors should manage the risk of Middle East conflict

Episode 26: Life is Good

Episode 26: Life is Good
SL Advisors Talks Energy

 
 
00:00 / 00:05:23
 
1X
 

In this week’s podcast, Simon Lack discusses the many positives about today’s human existence

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