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#155: Rafi Tahmazian (Canoe Financial) - Holiday Special: An Updated Investment Thesis & the Golden Era of Energy Investment Banking

The Trevor Rose Podcast

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The Evolution of Energy Investing

In this chapter, the speaker discusses the updated investment thesis on energy investing, comparing the industry in the past to the current state. They emphasize the positive changes in the industry, focusing on dividends, stock buybacks, and debt reduction. They also discuss the risks of divesting from the energy sector and highlight the relationship between energy usage, efficiency, and global development.

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