No. of Recommendations: 8
Bruce Flatt on a panel hosted by Forbes:
YouTube: Mary Callahan Erdoes, Bruce Flatt, Dambisa Moyo Talk Geopolitical Risks | Forbes Iconoclast Summit (Forbes) Geopolitical risk, China important, Europe a mixed bag, energy transition and renewables (Flatt: "one of the greatest places for capital to go over he next 25 years... [whatever we buy] we're just funding less carbon")
the Inflation Reduction Act (sogennant) moving alternative energy projects forward in time
"What's really, really, important is do not every get yourself in a position where if the markets don't go with you, you get called out on your position. You can make a lot of money in the long run, but if you get called out on your position, you're done."
