In this episode, host Matthew Schnurr is joined by John Cook, Senior Vice President, Portfolio Manager, and Team Co-Lead of Mackenzie Investments’ Greenchip Team. Together, they discuss why batteries matter in the great energy transition, the most recent subsidies put forward by governments supporting this transition, supply chain and geopolitical risks, and what this means for the Greenchip Team’s portfolios.
This episode was recorded on July 13, 2023.
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