The electrification theme is a rare thing, as it dishes up opportunities for value and growth investors alike. Some are buying coal and others are buying renewables, yet the underlying reasons aren’t as different as you might think.
People are using more electricity than ever before and growth in generative AI is just adding to the problem – or opportunity, depending on how you view the world.
To unpack this theme and how they apply it to the AnBro portfolios, Craig Antonie of AnBro joined us for this discussion.
This episode of Magic Markets is brought to you by AnBro Capital Investments, an authorised Financial Services Provider FSP number 48371.
As always, you must do your own research. This podcast is for informational purposes only.
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Magic Markets #196: The China Effect
Magic Markets #195: How to Read a Balance Sheet
Magic Markets #194: How to Interpret Profits
Magic Markets #193: How to Build a Bear Case
Magic Markets #192: How to Build a Bull Case
Magic Markets #191: The India Opportunity
Magic Markets #190: Is Quantum Computing the Next AI?
Magic Markets #189: Portfolio Construction with AnBro
Magic Markets #188: How to Research Stocks
Magic Markets #187: How to Prepare for a Crash
Magic Markets #186: Is the Automotive Sector a Good Investment?
Magic Markets #185: Why the US Election Matters for Everyone
Magic Markets #184: Geopolitics, Defense Stocks and Tech Ideas
Magic Markets #183: Investing in Global BRNDZ
Magic Markets #182: A GNU Dawn
Magic Markets #181: The Real-World DD: EVs, Sephora, Topgolf and more
Magic Markets #180: Home Country Bias
Magic Markets #179: Demystifying US Jobs Data
Magic Markets #178: Collision Politics
Magic Markets #177: Nvidia and Intuit
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