#42: Adam Rozencwajg On The Speculative Mania In Green Energy Stocks
Superinvestors and the Art of Worldly Wisdom
ESG and the Bubble in Green Energy
I really love to know your thoughts on ESG because so much money has been flowing into ESG. How much do you think the popularity of ESG has helped inflate the bubble in green energy and conversely, you know, depress this anti bubble in traditional energy? I think it's been huge. If you look at traditional energy, it peaked out at about 30% of the S&P granted. That was all the way back in 1980. And in this last cycle, it got down to 1.8%. So we'll have to wait and see if that should persist going forward.
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