In this conversation I sit down with Chris MacIntosh, managing partner at Glenorchy Capital, and author at capitalistexploits.at and have a wide-ranging conversation on how to position your investment portfolio.
Trends like Greenwashing are in full force, but have you analyzed what this really means for associated investments? Greenwashing is just one tiny piece of the bigger picture. What are the second order effects of these shifts and how do you position your portfolio accordingly?
Chris is incredibly knowledgeable about these topics and goes into into why many materials, like Copper or Nickel, might be poised for more upside over the coming years and why investors should be bullish on Energy in general. Enjoy this conversation with Chris MacIntosh.
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Show Notes
0:00:00 Welcome and context
0:01:47 What is your background?
0:07:45 What is the greenwash bubble?
0:23:35 The transition to green energy
0:29:10 What fuels you think will become more important in the future?
0:37:21 What will happen if we suddenly shift to non-fossil fuel energy?
0:43:20 What sources are you monitoring?
0:49:10 How do you protect your investment portfolio?
0:55:33 What are your thoughts on Gold and Bitcoin?
1:02:41 How can the average investor get involved with copper?
1:04:20 What energy sources would you invest in?
1:11:00 Where can people find out more about you?
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