#42: Adam Rozencwajg On The Speculative Mania In Green Energy Stocks
Superinvestors and the Art of Worldly Wisdom
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The Reality of the Energy Transition
The realities of the energy transition are that, you know, the efficiencies of these new green energies are probably not anywhere near what we would hope them to be. And at the same time, we just can't expect the world to reduce its energy consumption anywhere near to the degree it did back in 1950s. I think there's a little bit of a better perception today that perhaps uranium and nuclear power has a greater role to play than some people have been concerned about. You know, maybe we are on the verge of a new sort of uranium renaissance.
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