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 #20: Buy-Toi-Let
Magic Markets #19: Arch-egos at hedge funds
Magic Markets #18: Investment Journeys
Magic Markets #17: Trading the Scandals
Magic Markets #16: SPAC Attack
Magic Markets #15: The Yield Curve-ball
Magic Markets #14: Fiscal Cockroach
Magic Markets #13: Disney vs. Netflix
Magic Markets #12: VIX, not Vicks
Magic Markets #11: Tech Truffles and Unicorns
Magic Markets #10: Losing their Shorts
Magic Markets #9: MMT and Inflation
Magic Markets #8: Our Crypto-nite
Magic Markets #7: 2021 Preview
Magic Markets #6: Sustainable Investing
Magic Markets #5: GDP - we shake the tree
Magic Markets #4: Pension Tension
Magic Markets #3: Touch my junk(bonds)
Magic Markets #2: China's Electrical Storm
Magic Markets #1: Rollin' with the Rand
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