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Peter Sainsbury - Carbon Update
Manage episode 376364234 series 3509495
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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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