
Behind the Markets Podcast: Doomberg
Behind the Markets Podcast
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The Future of Energy Investment
There's a lot of investment around the EV transition and electrical vehicles. How much mines are being needed for that in terms of things like copper, cobalt and lithium? And what should investors do about those two things? We're going to unleash a fire hose of cash in an epic orgy of malinvestment in the renewable space as a result of the inflation reduction act. There will be no shortage of such opportunities as we uncork hundreds of billions of dollars of government waste into the sector.
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