Energy Renaissance: Generational Opportunity
27 May 2021 Webinar
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Timestamps
00:03 – Welcome by Nicholas Koh
06:38 – Model Portfolio Themes & Review of Trade Calls
14:59 – How do we Trade?
19:00 – What is the Fed’s current stance?
36:30 – How does Carbon Neutrality impact the markets?
49:08 – What is the truth about Clean Energy?
1:03:05 – Where does Traditional Energy Sources stand?
1:14:36 – Addition of New Stock
1:14:52 – Model Portfolio Performance
1:20:34 – Q&A