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 #100: Market milestones
Magic Markets #99: What's happening in the UK?
Magic Markets #98: Answering Listeners' Questions
Magic Markets #97: Market Mistakes we all Make
Magic Markets #96: Looking to the Future
Magic Markets #95: Money in a Bear Market
Magic Markets #94: The Westbrooke Portfolio
Magic Markets #93: Macro Markets Mayhem
Magic Markets #92: Investing in the 'LatAm Blackstone'
Magic Markets #91: Investing in Solar
Magic Markets #90: The Herenya Portfolios
Magic Markets #89: Unwrapping our Research Process
Magic Markets #88: Growth is for stock pickers
Magic Markets #87: Investing in Mobile Home Parks
Magic Markets #86: Trading DMA vs. OTC
Magic Markets #85: US Earnings Season - July '22
Magic Markets #84: A First Half to Forget
Magic Markets #83: Tales from the Crypto
Magic Markets #82: Stories from Traders
Magic Markets #81: Hybrid Capital
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