The electrification theme is a rare thing, as it dishes up opportunities for value and growth investors alike. Some are buying coal and others are buying renewables, yet the underlying reasons aren’t as different as you might think.
People are using more electricity than ever before and growth in generative AI is just adding to the problem – or opportunity, depending on how you view the world.
To unpack this theme and how they apply it to the AnBro portfolios, Craig Antonie of AnBro joined us for this discussion.
This episode of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.
As always, you must do your own research. This podcast is for informational purposes only.
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Magic Markets #120: Banking On Our Banks
Magic Markets #119: AnBro Stock Focus - DEX and STAA
Magic Markets #118: The Equity Layer in Solar Investing
Magic Markets #117: Macro Themes with Rachel Ziemba
Magic Markets #116: Aston Martin on Track?
Magic Markets #115: Clean and Green US Stocks
Magic Markets #114: Private Debt and Property in a Rising Rate Environment
Magic Markets #113: Portfolio Winners and Losers
Magic Markets #112: The Brokerage Engine Room
Magic Markets #111: AI - Cutting Through the Hype
Magic Markets #110: Investable Businesses for Westbrooke
Magic Markets #109: 2023 Ideas with Herenya
Magic Markets #108: The Trive Tribe
Magic Markets #107: The 2023 Outlook
Magic Markets #106: The Global View with Marko Papic
Magic Markets #105: 2022 Recap with Herenya
Magic Markets #104: What's going on inside Premium?
Magic Markets #103: Alternatives - The Wealth Management View
Magic Markets #102: Themes in Big Tech
Magic Markets #101: Dynamic Compounding
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