GM14: The Dark Side of Renewable Energy ft. Adam Rozencwajg
Episode description
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.
-----
50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE
-----
Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.
IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.
Learn more about the Trend Barometer here.
Send your questions to info@toptradersunplugged.com
And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.
Follow Cem on Twitter.
Follow Adam on LinkedIn.
Episode TimeStamps:
00:00 - Intro
05:12 - Adam’s background & the history of Energy
13:58 - The Dark side of Renewable energy
29:11 - Moore’s Law
36:54 - Malinvestment and creative destruction
44:33 - The renewable energy debate
52:34 - Nuclear energy
01:04:54 - De-globalization and its consequences
01:09:42 - Link between energy prices and GDP
01:13:00 - Rounding off
Resources discussed in this Episode:
Copyright © 2024 – CMC AG – All Rights...