Winter is Coming Episode 9 | Greg Sharenow, Managing Director and Portfolio Manager for Commodities and Real Assets, PIMCO
SmarterMarkets™
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The Challenges in Investing in Solar, Wind and Other Technologies
The challenge that I have and at Dave, you and I have seen this over and over again, like if I want to invest in a company that's going to build batteries. They're all going to target the same hour or two or three a day. So you always have to be very careful with how much you expect current margins to sustain.
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