Description

Mark is one of the smartest guys I know so I had him on to explain to me what the hell is going on in the economy, the implications for the energy business and what his fund is looking at these days. Pretty fascinating opportunity in hydroelectricity. Mark is buying century old dams, modernizing and selling electricity into the grid. Cool way to play the demand for baseload power.

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00:00 - Intro
01:36 - Chuck's Audition for Mo
07:14 - Inflation and Stagflation Analysis
13:41 - Economic Outlook: How Does This All Shake Out
18:05 - Reviewing the Last 5 Years of Economic Trends
19:44 - Upside Surprises: What Could Surprise Us
23:24 - Travis and Tay: Potential Surprises Explained
24:15 - Debt Bubble: What Happens if It Pops
29:40 - Energy Sector Implications: What This Means
32:26 - Energy Efficiency Strategies and Insights
36:04 - Real Energy Conversation: Challenges and Solutions
37:32 - Accountability: Who Did It?
42:48 - Countering China: Strategies and Approaches
45:50 - Investing in Energy Infrastructure Opportunities
53:47 - Fund Focus: What Else Does the Fund Look At

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