It's been a few weeks since Sam Volkering and Kit Winder have been face to face on the Exponential Investor podcast…
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| Sam Volkering & Kit Winder | 19 Nov 2021 |
Podcast: what's a story worth?
In today's Exponential Investor…- COP26 or a COPOUT?
- EVs booming (again)
- What's the story?
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It's been a few weeks since Sam Volkering and Kit Winder have been face to face on the Exponential Investor podcast… Well, the wait is over! Today we discuss a couple of key things that have been going on since we last converged via video chat. Most notably, what are we to make of the COP26 meeting? You'll have heard 1,001 different takes on it all (including a few from us here at Southbank Investment Research) but what does it all really mean? Who better to ask that our resident green energy expert, Kit Winder. Also, while COP26 might steal the headlines, what is its importance for the financial markets? With green stocks still surging forward, how do you find opportunities and avoid pitfalls? For example, take a look at Lucid or Rivian. These are electric vehicle (EV) companies (indeed, "the next Teslas", according to some). How do you explain their meteoric moves considering they don't really do much? Put another way, how do you balance fundamental analysis versus the exciting – and blue sky filled – narrative? How much value is there in the story? We dive into all this and more in today's episode of the Exponential Investor Podcast podcast here.   Sam Volkering and Kit Winder Exponential InvestorYou may be interested in   |
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| Opportunities in uranium and other government gifts? |
In this week's podcast, I'm joined by a friend and colleague from Japan – Nick Hubble. With COP26 going on in Glasgow, we talk about how a shift in government sentiment could lead to a huge opportunity in uranium. We also explain why it doesn't matter what you think about…
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Sam couldn't make it today, but luckily our good friend and colleague Boaz Shoshan stepped up to join me at short notice. True to Sam's style, I gave him no warning and sprung a big question on Boaz. I was curious to sound him out on the shifting winds on…
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