143: How to Make Money in the $275 Trillion* Energy Transition & Can Tesla Survive?
Money Maze Podcast13 Kesä 2024

143: How to Make Money in the $275 Trillion* Energy Transition & Can Tesla Survive?

Whether you’re a believer in the timelines, or sceptical about its urgency, the energy transition is underway, and its ramifications are immense. Both for the climate and for investors, the new order is challenging the old.

In this conversation, Per Lekander, a veteran of the energy and utility space, discusses the failings of the wind and solar industries but also the opportunities which exist for investment.

He evaluates competing energy sources, the rising temperature challenge, the runway ahead for electrification and the changes ahead for autos.

He expands on his negative view on Tesla, why Mercedes has such a technological edge, changes in battery technology and how he navigates the long and short worlds in his funds.

Clean Energy Transition LLP is a thematic alternative investment management firm focused on fundamental equity investing across global long/short and long only investment strategies.

Its funds were first launched by Partner, Portfolio Manager and CEO, Per Lekander, at Lansdowne Partners (UK) LLP in 2015.

Today, the Firm manages c. US$2.7bn in assets for a diversified institutional client base, seeking to capitalise on the transformational changes occurring in the global energy sector, with a primary goal of delivering superior risk-adjusted returns.

​​The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors and the World Gold Council.

Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube | *McKinsey Report, 2022

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181: Wisdom From the Battle Hardened: Timeless Life & Career Insights from Top Global Executives

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180: “News of Our Demise Has Been Greatly Exaggerated.”  Why the City of London Remains a Globally Potent Force - With Sir Alastair King, Lord Mayor of the City of London

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179: Unlocking Global Real Estate Opportunities: Perspectives on Risks & Returns (With Brian Kingston, CEO of Brookfield Real Estate)

179: Unlocking Global Real Estate Opportunities: Perspectives on Risks & Returns (With Brian Kingston, CEO of Brookfield Real Estate)

Economist John Stuart Mill observed that “landlords grow rich in their sleep". Yet, as evidenced by the failure over the years of many real estate businesses, success is also highly dependent on entry...

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178: The Silk Roads: A Decade On - Peter Frankopan, Professor of Global History at Oxford, on the Changing World Order

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177: The Courtship of Investment Allocators & Managers: Inside iConnections - With Ron Biscardi

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If you are an asset allocator, what is the most effective way to widen your lens on identifying potential investment managers? And if you are an investment manager, how can you be more effective in me...

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176: Beyond the Silk Roads: Middle Eastern Venture Investing - With Noor Sweid, Founder and Managing Partner of Global Ventures

176: Beyond the Silk Roads: Middle Eastern Venture Investing - With Noor Sweid, Founder and Managing Partner of Global Ventures

Today we welcome one of the Middle East’s most successful angel investors and venture capitalists, listed in 'FORBES 100 Most Powerful Business Women 2025'. Noor Sweid explains her journey, from ear...

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175: "The Consultant’s Edge" - Are Investment Consultants Indispensable? With Michael Manning, CEO of NEPC

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From the 1950s onwards, the foundations of investment consulting were laid, as pension funds and institutional investors sought professional guidance on asset allocation and portfolio management.  T...

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174: Money Maze Podcast Corporate Trailer

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