And what inflation means for the solar industry
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Oil prices above $100?
In today's Exponential Investor...- Rumblings in the Middle East
- Why is US oil not coming back?
- The paradox in solar profits
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Sam is still away on paternity leave, but luckily I've recovered enough to get chatting with Boaz Shoshan about oil markets and some concerns about the solar market. Boaz believes oil prices are likely to head higher than $100 per barrel, and I was keen to hear whether he thought this would be a positive for the shift to electric cars and renewables. He meanwhile was intrigued by some of the tensions in the solar industry, where what's best for the energy transition isn't necessarily what's best for the companies bottom lines... Listen here.  Kit Winder Exponential InvestorYou may be interested inA little-known meeting involving representatives of Elon Musk… Amazon… Goldman Sachs… and a well-known dotcom billionaire, amongst other corporate officers took place weeks ago.
And it could have just lit the spark on digital money's moment of truth.
World-renowned investor, Sam Volkering, first invested in bitcoin over a decade ago for just $12.
And he has spent a significant amount of time investigation this gathering.
On Tuesday 13th July, he will reveal his findings. Including his TOP two crypto plays. (Including one which could turn £500 into more than £10,000!)
Capital at risk. Forecasts are not a reliable indicator of future results. Cryptocurrency is unregulated and high risk. |
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| A departure from the norm |
It's Boaz Shoshan here – I'm normally the one holding the fort over at Exponential Investor's sister publication Capital & Conflict, but due to the present circumstances I'm writing Friday's letter. Normally on a Friday, you'd be hearing the weekly podcast from my erstwhile colleagues Sam Volkering and Kit Winder.…
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| Sam Volkering & Kit Winder | 25.6.21 |
| Podcast: picking stocks or picking asset classes? Which is best? |
After a two-week hiatus, we're back. Although as soon as we're back, Sam is off for three weeks to usher a new child into the world. That means… well nothing for the Exponential Investor Podcast. Kit will continue on in Sam's absence with guests from our extensive roster of editors…
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