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#42: Adam Rozencwajg On The Speculative Mania In Green Energy Stocks
Superinvestors and the Art of Worldly Wisdom
The Irony of the ESG Mandate
The irony of the ESG mandate is that, you know, in starving a lot of these commodity-focused companies of capital, they're really making the cost of the transition to green energy more expensive. And so it's really kind of counterproductive to its own goals. I'm like the router. Every reset, it works better. So unfortunately, for the last five years or so there hasn't been much in the way of mental reset buttons.
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