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

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

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




Episode 23: The Coming Rally in MLPs

In this week’s podcast, Simon Lack discusses why MLPs may be at the start of a long rally

Sources mentioned in podcast:




Episode 22: Stop Flaring Natural Gas

In this week’s podcast, Simon Lack explains why flaring of natural gas needs to stop




Episode 21: Has Energy Sentiment ever Been Weaker?

In this week’s podcast, Simon Lack comments on sentiment among midstream energy infrastructure investors

Sources mentioned in podcast:

https://sl-advisors.com/the-coming-pipeline-cash-gusher




Episode 20: China Keeps Warming the Planet

In this week’s podcast, Simon Lack comments on how China’s coal use is expanding to offset global efforts against climate change

Sources mentioned in podcast:

https://www.ft.com/content/c1feee40-0add-11ea-b2d6-9bf4d1957a67

https://www.bloomberg.com/news/articles/2019-11-21/aramco-faces-serious-risks-from-climate-change-report-says

https://www.bbc.com/news/entertainment-arts-50490700