Thu, 29 October 2020
Will Thomson returns to the show to discuss Massif Capital’s recent paper on how ESG funds are failing to invest in the resources and companies necessary to drive a clean energy transition. We also discuss potential investment opportunities in some of these underappreciated areas. Sectors discussed include: lithium, copper, rare earth metals, electric utilities, SPACs, and more.
Stocks Mentioned: VWDRY, RWEOY, NEE, TRQ, LAC, FVAC, TSLA, TSX:IVN
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