28 min listen
SPACS, ESG 2.0, Mining & Investing in the Energy Transition with John Dowd
SPACS, ESG 2.0, Mining & Investing in the Energy Transition with John Dowd
ratings:
Length:
53 minutes
Released:
Jun 27, 2023
Format:
Podcast episode
Description
A lot has changed in the last three years when it comes to investing in the energy transition. Inflation and rising rates have altered economics, the tools and the returns expected. ESG is no longer the all-conquering paradigm sweeping all theses before it. The complexity of delivering the transition (and the trade offs) are better understood. Western governments are far more focused on securing the critical raw material supply chains that will be required. War & deglobalization have sharpened competition and increased volatility. To talk about all this and how and why he is investing in the energy transition is John Dowd, former Fidelity Portfolio Manager over natural resources, and now, CEO of GoGreen Investments, a SPAC focused on the energy transition.
Released:
Jun 27, 2023
Format:
Podcast episode
Titles in the series (100)
Coronavirus and the commodity markets with John Massey: In this episode, Paul Chapman, Managing Partner of HC and John Massey, head of ECTP’s Houston office and a cross-commodity trader the impact of COVID19 and what it highlighted about the state of the current commodity markets. Does the concert like movement of commodity prices show real market fundamentals or simply how passive investors and algorithms now dominate the few discretionary traders left? What are the lasting impacts of the pandemic on the market participants and will we see a renaissance in active trading once again? by The HC Commodities Podcast