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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165: Life & Career Advice from the World’s Top Financial Executives: Compilation Special

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164: Infrastructure: From Niche to Mainstream Asset Class - With Luba Nikulina, CSO of IFM Investors

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163: 2024 in Review!

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162: Marketing God: With Nicky Gumbel - Pioneer of the Alpha Course

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161: Who is Scott Bessent? Meet Trump's Incoming Treasury Secretary

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160: Managing the Largest Public Pension Fund in the U.S. - With CalPERS CEO, Marcie Frost

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28 Marras 202458min

159: Should Your Investment Portfolio Have the Right to Bear Arms? With General Sir Patrick Sanders

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21 Marras 202431min

158: AI Unleashed: Scott Guthrie of Microsoft, on Transforming Productivity, Finance, Energy, and Regulation

158: AI Unleashed: Scott Guthrie of Microsoft, on Transforming Productivity, Finance, Energy, and Regulation

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