Welcome to the Wall Street Shelfore

in the money wrestle

Welcome to the Money Mace podcast.

I'm Simon Brewer and along with my co-founder, Will Campion. We created this show in 2020

to explore and unravel some of the mysteries surrounding the investment and business worlds.

Episage to make a mark if you want to make more. You need the luck to make a buck if you want to be

good. Epishtra. Episodes are available on audio via most podcast platforms and on video via our YouTube channel

and we're active on all major social media platforms to stay up to date with every episode

please do sign up to our newsletter at money mazepododcast.com. We'd like to thank you

for listening. If we could ask one favor, we'd love you to tell a friend or skeptical about its urgency, the energy transition is underway and its ramifications immense. It's been estimated the adoption of new technologies translate into a $200 trillion opportunity over the next 30 years.

Yet the numbers hide varying geographical approaches between Europe, Asia and the US.

Politicians, from my perch, a virtue signalling and often naive in their expectations about timelines,

and the investment industry all too keen to jump on the bandwagon

and create products that may not survive investment examination. We had Michael Bersham,

McKinsey's head of corporate strategy in an interview in January last year, discussed the transition

top-down, but consultants don't manage money. And so today we wanted to go to the coal face,

if you'll excuse the pun,

and we ask several allocators who we respect who they would recommend to have as a guest

and a highly regarded investor. And the answer was the gentleman sitting in front of me today.

Someone who thinks that Tesla could go bankrupt, talks about the failings of the wind industry, all wrapped within his

unequivocal view of the need for this transition to accelerate. And we hope today to understand

who he thinks are the winners and losers, what his firm, clean energy transition and its two

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