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Olive Arts? 🫒 🎭

He holds an extreme view that certain energy sources can't function properly. I want to counter that argument by suggesting that smart distribution networks can effectively integrate wind, solar, gas, and nuclear energy. While it's true that there needs to be consensus and a proper framework in place, we must acknowledge that some countries may have over-invested in a short period. However, this does not mean that the energy produced is useless. There is a lot to unpack in everything he says.

nice video

great insights into Masa's life n deals..

Great episode.

He helped destroy capital.

24m45... you got it

Yen carry trade VC

Great discussion, very insightful, thank you.

Excellent interview. I admire John Huber a lot.

I have been trying to create an NGO on waste management in Cameroon (Africa) and I'm working within my community you see trash here is piling up and there's so much we can achieve with that. I am looking for funding to have this trash properly disposed of and I believe there recycled products can really be profitable for us... I really need all the help I can financially.

Warren buffet is a ruthless shark who participates in a rigged game. The way he and charlie munger got rich is quite frankly appalling and shouldn't be looked up to. Pass

thanks a lot for the podcast

nice video

Thanks for the interview. Carine seems remarkably relaxed and carefree. A refreshing change from the intense and overstressed fund managers like Barry Norris who appears to be obsessed with making money for his clients.

You should re-examine the claim that carbon dioxide at its current level has anything but a minimal effect of global temperatures and indeed whether the latter are in fact rising or are they only measuring the urban heat island effect using met stations at WMA 4 with an error of +2 C.

Here is why I would like far more wind and solar. Nothing to do at all with CO2. I could care less. It’s to do with military safety. In a big all out pitiless war against a true peer, power plants and oil storage facilities will be the first to be targeted. I have never seen any anti air batteries around any power plant or oil storage facility in the U.S. if those are seriously attacked we have no answer. Having solar and wind as a large portion of energy would allow us to function while being attacked. As of now, if missiles destroy the local power plant and destroy oil storage facilities we would have no work and no transportation. Imagine if solar and wind were commonplace and people had electric cars. War breaks out but the solar on my roof can still charge the car and my home still has power. If My local town might have wind utilities, even if the big power plant is knocked out, our local town could still have electricity and local business could still carry on. With wind and solar we would be far less vulnerable to attack and more resilient.

Got a lot of respect for Noris as a long short manager, but his thesis here seems kind of weak. Unreliable workers/resources are not useless - Uber Eats, cloud computing, modern platform based ecomerce are all examples of replacing reliable expensive solutions with managed unreliability for massive profit. As a long short manager Barry surely understands diversification can be more important than bang for buck and even 'reliable' energy sources can have problems en-mass (e.g. what if Kazakhstan stopped shipping uranium to the west one day), overcome by diversification of energy mix. It's easy to say fossil fuels are cheap when oil is priced for doom, but last year it didn't look like that and next year is an unknown future.

Minute 9: No, Michael Manns hockey stick curve was not manipulated. Minute 12: Wind never pays off. Wrong. There are several studies about that, not only does wind (on and offshore) pay itself rather quickly, the CO2 costs are also paid off quickly. Just search for lifecycle cost studies for wind power. I gave up a bit later, I can learn nothing here because the claims are a mix of correct and incorrect statements and the conclusions ... There are a lot issues for sure and it is very hard. If you want an economic perspective on the topic, read Bill Gates book. He discusses costs and one of his main points is the green premium, the extra cost of CO2 avoidance, it is a key issue that has to be solved. Green needs to be at least as cheap or cheaper. But since Wind/Solar are now the cheapest energy producers, they grow fast and will continue to grow. The biggest obstacles are missing power lines and storage (Storage technology also made some big leaps!). And it causes lots of issues in the grid and so on (we need power lines and storage and so on). But anyway, this will make other energy sources economically unfeasible. (Note: I am not talking about the next couple of years, we are still far away from that point). The beginnings of this trend can be seen, e.g. In Summer the electricity prices fall often below zero and France throttles the output of the nuclear power plants (check energy-charts.info for charts) because there is too much energy in the grid. So, who will invest money and build a power plant (nuclear, coal, gas, whatever) if you can turn it on only in the winter? Because you can't compete with wind/solar most of the year. Sadly, we have the same issue with storage. Building storage for the night is already feasible, building storage for the winter is to costly, because you need it only once a year ... Note: Again, this is the long term perspective, we need to plan for that, HVDC lines need years to be constructed, large scale storage facilities are also not build over night.

I simply don't believe your fabricated claims.

As if CO2 aka plant food is a problem 😂 wake up!!

Our government has stopped signalling down to the people, they do not respond the the populations needs and desires. They signal up to international bodies, their policy is driven by virtue signalling to the wef, davos, Silicon Valley, the UN and the quangocracies.

As I am listening to words coming out of this guy's mouth I'm looking at South Australia's energy mix at 2:30pm on a Thursday: Wind is 48.4% Solar is 38.4% Gas is 12.9% and battery is 0.3% For the last 12 months the energy mix has been: Wind is 58.6% Solar is 30.2% Gas is 30.2% and battery is 1.4% and liquid fuel 1.1% I picked SA because they are the best renewable energy state in Australia but they show what can be done.

Solar, at least at the scale of peoples homes has battery storage. I agree a constant form of energy - probably nuclear of some sort (Thorium in the long run?, and smaller scale generators) needs to be part of the mix. Gas...........long term where is the gas going to come from ? The North Sea is winding down (c. 2030), so will it be imported LNG that is not so cheap, and Norwegian gas. How reliable is the supply of gas in the long run with rapid decline in unconventional resources?

- Investment will control the politics eventually - when the ROI disappears, the investment cash will also dry up. Negative daily pricing is a great way to reduce overbuilding.. (Throwing more batteries at the system - to shore up the 1/1000 event), will merely lead to perpetually higher prices (remember, renewables and their battery backups also need to be maintained and replaced over time - manufactured by heave polluting industry - just like everything else.) - a backup policy including fossil fuels will remain the economic baseload insurance policy. Gotta know when to: Buy, Hold, Fold or walk away.. - power that turns up whenever it wants is called "non dispatchable".. Wasting economic resources en-masse is the crime of the generation. A Great social experiment causing economic shift to the other side of the world. (the argument is IF all the unreliable workers are sacked - the corporation can only benefit - as they no longer need to pay the wages to the idiots wasting space but can allocate all resources in productive output)...

what a load of bolloxes

So say the people that make a living from fossil fuels

Barry seems never to heard of pumped storage which has been storing overnight surplus energy and releasing during the day since the 1970's (in Snowdonia)

Why are we not harnessing the ocean currents which flow continuesly ?

Channel paid for by the petroleum industry no doubt, every word shouted comes from them.

Haven't figured out how to do Nuclear? As I write, we are producing 17% of our electricity by nuclear. And 30% by wind. The majority of the rest is either imported gas or connections to Europe/Scandiavia.

humans will happily burn coal to generate some electricity and release tons of greenhouse gas to warm the planet and then use the electricity to run air conditioners to shift some heat into the atmosphere and at the same time think that this is a good idea. normally when people see a dog chasing its own tail they think the dog is a bit crazy.

c02 is the gas of life !!!!!!!!!!!!!!!!!!!!!!

Surely the goal of technology investment is to try to understand technology and capitalize on the most promising advances. This interview was a window into the depths of technological illiteracy. Almost no statement made by Barry was technically correct - he seems to have an ideological aversion to solar and wind that blinds him to the overwhelming cost advantages of both solar and wind - as well as the latest installations of grid level battery storage that are so cost effective they are resulting in cancellations of natural gas peaker plant projects by electric utilities across North America. . He will lose his shirt if he makes financial bets against wind and solar. I can state unequivocally that solar and wind utility projects in Canada, the US and Australia are growing exponentially because they deliver reliable 24/7 electrical power at costs of approximately 5 US cents per Kwh -- much cheaper that coal and natural gas and dramatically lower than nuclear. Just Google utility solar growth in California and Texas. He is correct about one thing. Each breakthrough in world energy results in higher GDP - and solar and wind are an order of magnitude cheaper than all our current technologies except hydro electric. Are you sure he isn't a major shareholder in natural gas stocks? p.s. no need to even discuss global warming. Cost per Kwh is all you need to look at.

comment deleted out, this is filled with common sense, but wrapped up in a car crash of a presentation.

The energy surplus available, from systems using hydrocarbons, is the only reason anyone can even consider building windmills. Is it possible for 100 windmills to produce all the power to maintain themselves, AND still provide the material, parts, hauling, construction, and storage batteries to produce 100 Additional wind mills? In reality, the net gain in available energy is minimal at best. So, not the most efficient use of labor, material and energy.

1 point combustion of everything has to stop so wind solar and batteries are the only option My 9 yr old grandson knows this and can explain why ...

I believe I'm being scammed by your AI automated trading customer service and my agent what can you do to help

On the other hand hedge fund people and bankers are wonderful :))))

Sir bill browder was kicked out of Russia by Putin that is he is mad.

You said a lot in your video, yet you really said nothing. For example, is there some reason you chose not to define actually free cash flow yield? My impression is that you're leaving it up to the individual to define free cash flow yield how ever the individual chooses.

People should know that Carson Block is one of the most overrated investors of our time. Many of his reports are spreading a lot of fake facts about companies. His latest attack on Fairfax Financial in February 2024 and Eurofins Scientific in June '24 went horribly wrong for Muddy Waters & Carson Block. I profited a lot by buying Eurofins stock after his short attack. Fairfax and Eurofins stocks recovered completely in the days and weeks after the short attacks.

👍🏻

You deserve way more subs!

.. .If Trump is allowed to into the white house, he will hand Ukraine to Putin, abandon NATO and Europe. War in Europe ensues, Europe wins. Then, Europe dumps the dollar and the BRICS COUNTRIES will pile up. The USA economy collapses and the dollar is worthless. Probably 1 Euro = 1000 dollars. Remember, there are about 20 trillion dollars hiding under the third world mattresses. Those will fly back to the USA. VOTE BLUE or be poor...And a slave of Putin......yeap

Mr. Browder could address the following:. .If Trump is allowed to into the white house, he will hand Ukraine to Putin, abandon NATO and Europe. War in Europe ensues, Europe wins. Then, Europe dumps the dollar and the BRICS COUNTRIES will pile up. The USA economy collapses and the dollar is worthless. Probably 1 Euro = 1000 dollars. Remember, there are about 20 trillion dollars hiding under the third world mattresses. Those will fly back to the USA. VOTE BLUE or be poor...And a slave of Putin......yeap

nice video

Great video, Thank you!

can you tell me the name of the introduction instrumental please?

What he is saying is that oligarchs are axxxxxxxs. What has happened to the yachts?