After a couple of weeks hiatus (due to Sam being on paternity leave) the dynamic duo of Kit
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| Sam Volkering & Kit Winder | 30 Jul 2021 |
Podcast: "terrified" about the incoming climate apocalypse
In today's Exponential Investor...- The dynamic duo is back again!
- EVs, PHEVs and MHEVs
- British wine boom?
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After a couple of weeks hiatus (due to Sam being on paternity leave) the dynamic duo of Kit Winder and Sam Volkering are back in action for today's Exponential Investor podcast. Today we tackle the EV sector and ask some questions about what's really going on in the sector and is the death of oil really what to expect? For example, you might think that electric vehicle (EV) sales are outpacing all others. But that's just simply not the case. In fact there are two other kinds of vehicle that are far outselling EVs and capturing more of the car market. Why is that so? What does that mean for consumers, the oil industry and the EV industry? Also for an investor, what angle should you be looking at to play this? Of course the bigger issue seems to be the shift to net zero… or is it zero carbon… or is there confusion between the two? And what do floods in Germany, China and the UK have to do with mice plagues and ultimately a boom in the British wine industry? We cover all these questions and more in today's Exponential Investor podcast.  Sam Volkering and Kit Winder Exponential Investor |
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| While the Fed pours money into an economy that doesn't need it... |
With Sam in his final week of paternity leave, I'm joined once again by the ever-insightful Boaz Shoshan. We discuss the latest inflation data which has "surprised" many commentators in the US and the UK, and the political paradox at the heart of the mortgage-backed securities market. Finally, we move…
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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…
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