Adam Rozencwajg, Managing Partner at Goehring & Rozencwajg, joins us in today’s episode to discuss ESG policies, the emerging energy crisis, and the new battle between the Climate-Green and the Nature-Green. We also dive into how the energy sector has evolved over time and the dark sides of renewable energy, why Moore’s Law does not apply to wind and solar energy, how cheap energy leads to distortion and malinvestment of energy, how the argument of human extinction skews the energy debate, nuclear energy and how it might be a solution to the climate crisis, how de-globalization has made the energy sector more vulnerable and much more.
IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate
And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book
Send your questions to info@toptradersunplugged.com
Follow Niels & Cem on Twitter:
@TopTradersLive & @jam_croissant
And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.
