How the investing landscape is being reshaped by the global race for critical minerals. Topics covered in this conversation between FEG's Greg Dowling and private equity firm Kinterra Capital's co-founders, Cheryl Brandon and Kamal Toor include: Show Notes Mining for Alpha: Featuring Kinterra Capital—F.E.G. Investment Advisors Kinterra Capital Episode Sponsors Delete Me – Use code David20 to get 20% off Related Episodes 384: Has a Commodities Bull Market … [Read more...]
526: The Future of Power: Energy at a Crossroads with Scott Harland
From wildfires to AI-driven demand surges, the power grid is under pressure—and so is the investment landscape around it. Scott Harland of Rockland Capital visits with Greg Dowling of FEG to explore the risks, opportunities, and critical shifts shaping the future of energy. Topics covered include: Show Notes Hungry, Hungry, Hyperscalers with Scott Harlan—F.E.G. Investment Advisors Episode Sponsors Related Episodes 502: Should You Invest in Nuclear Energy? 469: … [Read more...]
425: How Profits Motivate Change
"If something is profitable, it will be done," says Martin Wolf of the Financial Times. We explore how profits will drive the energy transition and how and where water from the Colorado River will be used. Topics covered include: Show Notes The market can deliver the green transition by Martin Wolf—The Financial Times Where the Water Goes: Life and Death Along the Colorado River by David Owen—Penguin Random House Economics may take us to net zero all on its own by John … [Read more...]
384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?
What causes secular bull and bear markets in commodities. What factors suggest a new commodities bull market has started and how can investors participate. What the risks are. Topics covered include: What is a bull and bear marketHow long have earlier commodity bull and bear markets lasted and what were the returnsWhat led to the current commodity bear market that began in 2011How shareholder revolts and ESG mandates have contributed to reduced investment in the commodities space, … [Read more...]
366: Is There A Global Energy Crisis?
With oil, natural gas, coal, and gasoline at the highest prices in eight years, we consider if there is an energy crisis due to an over-reliance on renewable energy sources. Topics covered include: How high have prices risen for oil, gasoline, natural gas, and coalWhy rising energy prices is a multifaceted problem as illustrated by coalHow the global energy mix has changed for power productionWhy investment capital is flowing to renewable energy projects rather than fossil fuel … [Read more...]
346: Should You Buy an Electric Car or Truck?
What are the pros and cons of owning an electric vehicle (EV) compared with an internal combustion engine (ICE) vehicle? Are electric vehicles worth it? Topics covered include: What is the total energy consumption for EVs versus ICE vehicles including energy expended to produce the vehicles and energy used to produce the electricity and refine the gasoline that run the vehicles.What vehicles weigh the most, ICE, EVs, or hybridsHow the mix of renewables and coal in the power grid impacts … [Read more...]
262: Better Not Bigger, Circular Not Linear – How the Global Economy Is Changing
How a less energy-intensive and more regenerative economy will allow the developing the world to advance without breaching ecological boundaries. In this episode you’ll learn: Show Notes Company of One by Paul Jarvis Small Is Beautiful: Economics as if People Mattered by E. F. Schumacher The Next Evolution in Economics: Rethinking Growth by Stan Stalnaker—Harvard Business Review Accelerating Circular Supply Chains for Plastic—Closed Loop Partners Closed Loop Partners … [Read more...]
