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A financial pod for investors who wish to explore the varying opportunities available to create and maintain wealth. Join Joe while he explores new ideas and learns from subject matter experts in fields such as energy, investing, cryptocurrencies, and real estate! You can find Joe’s content here ➡️ https://bio.site/Tavs2Cents
Episodes
Monday Feb 13, 2023
Peter Sainsbury - Carbon Update
Monday Feb 13, 2023
Monday Feb 13, 2023
Check out my most recent interview with Peter Sainsbury!
In this episode Peter and I discuss:
00:16 The macro outlook for energy in Europe
03:20 Net-zero sentiment in Europe
04:38 Whether politicians are focused on carbon reduction or energy security
06:00 How to gain exposure to EUAs in the EUETS
09:25 What is the thesis on the voluntary carbon market and how does it differ from compliance markets
15:00 Is anyone talking about carbon credits?
17:05 What kind of price action can we expect to see from EUAs moving forward into 2023
25:00 Which industries may be best positioned to capitalize on carbon compliance markets
31:00 What other markets may be of interest other than carbon markets
32:50 What lessons can we learn from gambling that we may be able to apply to investing
36:32 How do sport betting odds and stock valuations compare
Overall this was a great discussion and I hope you enjoy the pod!
You can find Peter's substack at https://carbonrisk.substack.com, his site https://materials-risk.com, and published books at https://www.amazon.com/Peter-Sainsbury/e/B017V3RMZO%3Fref=dbs_a_mng_rwt_scns_share
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