Today’s Animal Spirits is brought to you by KraneShares ETFs:
We had Roger Mortimer, Portfolio Manager of KraneShares Global Carbon Transformation ETF on the show to talk about the clean energy transition.
On today’s show we discuss:
- How clean energy fits in with today’s energy markets
- How to identify growth opportunities in the energy transition
- How KraneShares finds these transformative companies
- ESG mandates and their actual impact on climate
- How to identify companies undergoing a carbon transformation
- What the impact might look like in 20+ years
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