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Could we be witnessing an industrial renaissance?
Capital Ideas Investing Podcast
Is There a Capex Wave in Renewable Energy?
The energy transition, which we talked about for years, is now going to be dramatically accelerated because it makes economic sense. And there's a multiplier effect. So in a nutshell, there'll be billions of dollars spent up front that will lower costs for US consumers and companies dramatically in the future. Many of the companies you both cover will actually be the beneficiaries of that spending.
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