Smash Notes

The Contrarian Investor Podcast

Energy Markets at a Turning Point, With Economist Peter Sainsbury

Economist and energy specialist Peter Sainsbury joins the podcast to discuss his thesis, that the fossil fuel industry faces a dilemma similar to what confounded big tobacco a generation ago. Oil companies in particular are starting to be seen as "sin stocks" with institutions divesting themselves on ethical grounds. Much like tobacco companies reinvented…

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