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11min chapter
Berkshire Earnings, US Election Preview
Bloomberg Intelligence
Navigating Bond Market Shifts and Renewable Energy Investments
This chapter explores the strategic responses to recent volatility in the bond market, emphasizing the implications of rising interest rates and political developments on investment decisions. It also examines the booming clean energy sector, detailing significant funding projections and growth expectations driven by the Inflation Reduction Act while discussing potential political risks. Additionally, the conversation highlights technological advancements in renewable energy, emphasizing their decreasing costs and competitive positioning against fossil fuels.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode