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Energy Transition Investing Podcasts

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A weekly podcast tracking the transition from fossil fuel transportation to electric and the surrounding clean ecosystems. Hosted by Electrek’s Frederic Lambert and Seth Weintraub.
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Candid conversations with the leaders shaping a more sustainable future. Hosted by Chad Reed, Gil Jenkins, Hilary Langer, and Guy Van Syckle. Produced by HASI, a U.S.-based sustainable infrastructure investor.
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The Bid

BlackRock

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The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.
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Energy Transition Today is an inspiratia podcast and covers all aspects of the Energy Transition. From up-to-date information on the latest deals in the market to probing analysis of policy, technology, and financial trends. We bring you insightful interviews with key market players alongside the cutting-edge insights of our market experts.
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Welcome to Accelerating Energy, a new podcast powered by Sidley Austin LLP. Join us as we drill down on critical, and late-breaking, energy transition topics from all corners of industry. Each episode will introduce you to guests with unique perspectives as we investigate the business, legal, and policy concerns of this fast-evolving landscape. Accelerating Energy is hosted by Ken Irvin and Cliff Vrielink, partners in Sidley’s global Energy practice.
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Energy Insights

Energy Tracker Asia

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Energy Insights, by Energy Tracker Asia, covers the latest topics on the energy transition and gets into conversation with a wide range of experts and thought leaders on themes that include energy, fossil fuels, climate finance, climate policy, decarbonisation and development. Join our host each month to dive deep into the latest opportunities, challenges and solutions in the climate and energy space.
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Macro Voices

Hedge Fund Manager Erik Townsend

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Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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Energy Markets Daily delivers essential intelligence for global energy capital. Hosted with institutional authority, this daily brief covers WTI/Brent crude analysis, natural gas markets, energy M&A activity, drilling intelligence, and the geopolitical developments that drive billion-dollar energy decisions. Providing superior energy market intelligence sourced from the same trading floors, boardrooms, and energy desks where your competition operates. Essential listening for oil & gas execut ...
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The Nuclear Investing Podcast features thoughtful, in-depth conversations about one of the most important pieces of the global energy mix: nuclear power. Through interviews with leading industry leaders, investors, and policymakers, the show explores how nuclear energy is becoming central to the clean energy transition — and how investors are gearing up to support it. Each episode gets to the root of how companies plan to build, finance, and deploy next-generation nuclear projects — and how ...
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The Renewable Energy SmartPod offers an inside look at the people, technologies and trends that are powering the energy transition. If you want to hear more about the role renewables are playing to decarbonize the global economy and combat climate change, this is the podcast for you. Follow us on Twitter @RenewablesPod or sign up for our newsletter: Renewable Energy SmartBrief.
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The HC Commodities Podcast

Paul Chapman, HC Group

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For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global Each day, around the world, we have fascinating one-on-one conversations with our connections in the commodities sector. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides as we tack ...
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Metals in Motion

Ronald DeLegge

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Metals in Motion is an ORIGINAL episode series brought to you by Sprott ETFs that keeps you on top of trends shaping the future of strategic metals. Simply put, how we power our world is undergoing a radical shift. Aggressive global timelines to reduce carbon emissions and diversify energy sources are in place--driving demand for critical minerals like uranium, copper, lithium and nickel. How could these minerals and their miners help benefit portfolios? Watch our series to find out how to m ...
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Odd Lots

Bloomberg

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Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.
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The podcast is a journey into the multifaceted world of climate business and finance trends in Asia. Featuring experienced experts and hosted by author, analyst, and investor Joseph Jacobelli, the non-profit podcast, delves into the latest trends and challenges, empowering listeners to navigate Asia’s ever-evolving sustainability and decarbonisation landscape.
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Sustainability Now

MSCI ESG Research LLC

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News and investment research brought to you weekly covering major market trends and new research insights. With topics ranging from climate impact on investment portfolios, corporate actions, trending investment topics, and emerging sustainability issues, hosts Mike Disabato and Bentley Kaplan of MSCI ESG Research walk through the latest news and research that is top of mind for the week.
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The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
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Energy Gang

Wood Mackenzie

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Covering breaking news in clean tech, going deep on global energy policy, and debating the levers that need to move to accelerate the energy transition. Energy Gang is the podcast covering clean energy technology, renewable energy, and the environment. The world of clean energy moves fast, and you need a reliable source to stay on top of the news that matters. You’ll find it on Wood Mackenzie’s Energy Gang. How will changes to the US government affect decarbonisation and energy security? Whe ...
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Behind the Balance Sheet

Stephen Clapham's Podcast on Value Investing | Stockmarket Analysis | Equities

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Our objective is to remove some of the mystique around investing and improve our understanding of what makes a successful investment, or indeed an unsuccessful one. We meet leading investors and commentators and educate ourselves not just about the world of investing but also about the world. Our goal is to inform, educate, entertain and make you a better investor. We feature famous guests and some you may not know. But we can learn from them all, whether you are one of our core audience of ...
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Sprott Radio

Sprott Inc.

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Interested in precious metals like gold and silver, or critical minerals and battery metals such as uranium and lithium? Join Sprott’s Ed Coyne in discussions with asset management, commodities, mining and energy subject matter experts who put the investment opportunities in the context of geopolitics, global economic conditions and the energy transition. This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warrant its complete ...
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Invest it Best

Wilsons Advisory

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‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by Wilsons Advisory - one of Australia‘s leading financial advisory firms.
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Energy Impact

Bret Kugelmass, Energy Impact Center

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The Energy Impact Podcast features world-renowned experts across international energy policy and project finance along with regular news updates leading journalists specializing in energy innovation.
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Ready to invest in properties and projects bigger than you can manage alone? Then you're ready to syndicate. Our "Raise Capital Legally" host and Corporate Securities Attorney Kim Lisa Taylor, and co-host Krisha Young guides you through this complex and confusing world. Learn how to raise all the capital you need for real estate or small business and avoid legal potholes. Each episode either teaches a subject related to capital raising or interviews service providers who offer services inves ...
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The Freq Show

Sam Thurmond & Jaclyn Steele Thurmond

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The Freq Show (formerly known as Self-Worth) is where belief meets high frequency living. Hosted by Jaclyn Steele Thurmond and Sam Thurmond, this soulful-meets-strategic podcast explores the mindset, energy, and aligned action it takes to build a life that feels as good on the inside as it looks on the outside. Expect real talk on belief, business, beauty, spirituality, money, personal development, wellness, relationships, children, home and interior design — all through the lens of frequenc ...
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Teach Me How To Adult

Gillian Berner

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Adulting isn't easy, but we got you. Teach Me How To Adult is a smart, unfiltered podcast on everything you never learned growing up, because let’s be honest, no one prepared us for this. Between landing your dream job, crushing your love life, learning to invest, mastering your mindset and figuring out how to be happy along the way, there’s a lot to navigate. Join host Gillian Berner every week for expert interviews and game-changing advice on how we can all live our best lives. There’s mor ...
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From turning food waste into energy, to recycled fashion and low-emission aviation fuel: Pitching Progress brings you the stories of innovators working to decarbonize the industries that power our world. On this show from Boston Consulting Group (BCG), the founders of some of the world’s most inventive green-tech startups take part in an in-depth pitch session that challenges them to demonstrate their products' environmental impact, and the value they create for investors. We’ll show you tha ...
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Know Power

Noha Sidhom and Mike Borgatti

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Do you know what happens when you flip a light switch? How many people, dollars, and computers are involved to charge your smartphone? Do you understand the policy implications, political landmines, and local issues as we transition to clean energy? We’re here to answer those questions and more on KNOW POWER. Hosted by agnostic but informed industry experts Noha Sidhom and Mike Borgatti, Know Power is all about demystifying the entire energy industry, getting you involved in the discussion, ...
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Zero Ambitions is a consultancy and weekly podcast about sustainability and the built environment. We find interesting and experienced guests who know what they're talking about, usually to discuss how we navigate the complexity of decarbonisation and sustainability in the built environment and its many related sectors. The success of the podcast has seen it grow into a consultancy, Zero Ambitions Partners. The consultancy works with blue chip clients, public sector institutions, and niche-m ...
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Our investment team covers the world. But, they also need to be connected to share their insights. Furthermore, it’s no longer enough to simply be a human investor – being digitally enhanced through machine learning and AI to be able to interpret massive amounts of data is a must. Our new podcast offers analysis and insights to help investors remain informed and connected. Hosted on Acast. See acast.com/privacy for more information.
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In Season 3 of The Clean Energy Revolution, Laura Young and Dr. Carolyn Kissane explore the people, policies and projects that are leading the transition to clean energy. How can infrastructure around the world be upgraded to keep up with energy demand? What needs to happen to triple global renewable energy generation? Where and how will AI be best deployed? Delving into these questions and more are Laura Young, aka Less Waste Laura - an award-winning climate activist, environmental scientis ...
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Africa's Big Switch (ABS)

Bolaji Akinola-Alli

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Africa’s Big Switch is a podcast that aims to identify current and future solutions to complex problems on the African continent. Examples of such problems include: Climate Change, Homelessness, Poverty, Political Instability, Famine, Floods etc.Our first season sheds light and sparks conversation around the future of energy in Africa.Why Energy?Modern society depends on reliable and affordable energy services to function smoothly and to develop equitably. A well-established energy system su ...
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Curious Worldview

Ryan Faulkner

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Interviews featuring a mix of economics, investigative journalists, affecting writers, adventurous authors, curious life stories and odd lots. Subscribe to the Substack: https://curiousworldviewpod.substack.com/subscribe
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A potential revolution in the energy industry is being led by the ongoing shift from the current system (based predominantly on fossil fuels) to a low carbon, smarter, and electrified system. Join PwC and third party experts in this podcast, as we examine the accelerating changes and the innovators who are tackling the sector, as it becomes increasingly digital, distributed and personalised.
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Insights from the Sharpest People on Wall Street and in Business. Join us as we speak with executives, analysts, fund managers, and economists about the top investing trends, most innovative industries, and latest financial news.
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Big Questions

Frontier Economics

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Big Questions is a series of compelling conversations with leading experts at Frontier Economics who are working to address the most pressing topics of our time. This series seeks to unravel assumptions we have about sustainability, public policy, and energy - daring to ask the big questions society is facing.
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Sustainability Leaders

BMO Financial Group

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Sustainability is a rapidly evolving field, driven by billions of dollars in global investment. Join hosts Michael Torrance, Jonathan Hackett and others in this podcast series, as we introduce you to the innovative minds and diverse perspectives that are pushing the boundaries in sustainability good practice. With topics ranging from climate change to sustainable finance and green bonds to human rights and responsible investing, we explore the world of corporate sustainability through interv ...
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Complexities like the war in Ukraine and the push to net zero have created both challenges and investment opportunities in the European energy market. A changing dynamic has affected the long-term viability of this historically stable regulatory environment. Host Brian Sedlak and his panel of Jones Day partners Michelle Davies, Paul Jones and Vica …
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According to Dirk Willer, the Global Head of Macro Strategy at Citigroup, we are definitely in bubble territory. Per his research, the stock market has been in a bubble since May. Unlike many people, whose definitions of bubbles are a bit more vague or a bit more based on sentiment, Dirk's work focuses on precise timing and price indicators that di…
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Stephen Grootes spoke to Dr. Reza Mia about his journey in aesthetic medicine, Dion Chang on his book A Pawfect Life and modern pet trends, Wendy Knowler on hidden car insurance risks, and Vincent Anthonyrajah and Hlelo Giyose on how South African insurers make money and whether they’re worth investing in. The Money Show is a podcast hosted by well…
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In the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss Apple CarPlay possibly coming to Tesla cars, VW getting access to Superchargers, a Toyota electric pickup, and more. The show is live every Friday at 4 p.m. ET on Electrek’s YouTube channel. As a reminder, w…
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Stephen Grootes speaks to Dr Boitshoko Ntshabele, CEO of the CGA about how Southern African citrus exporters smashed expectations this year, packing a record 203.4 million cartons for global markets, a 22% surge that signals major growth potential for SA agriculture. In other interviews, Donnavan Linley, one of the inquiry's Technical Leads unpacks…
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Carl Rivera is the Chief Design Officer at Shopify, where he previously led both Merchant Services and the Shop App as VP of Product. Before joining Shopify through its acquisition of Tictail, Carl was the co-founder and CEO of Tictail, the "Tumblr for e-commerce," where he built one of the most beloved design-forward commerce platforms of its era.…
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Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse — Friday's numbers. Equities: • Sold off Thursday • S&P 500 down 1.66% to 6,695 • Dow down 1.65% • Nasdaq down 2.29%, tech leading …
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In this episode, host Maya sits down with Jakub Fedorowicz, Head of M&A at R.Power Renewables, to explore why Poland’s battery storage market is ready for take-off. Recorded at the Energy Storage Summit – Europe in Munich, the conversation delves into R.Power’s evolution from a solar developer to a multi-technology IPP, the country’s shifting regul…
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In recent weeks, there's been renewed anxiety about the sustainability of the AI boom. This is partly due to comments from OpenAI CFO Sarah Friar about a possible role for a government backstop in the AI infrastructure build out. We've also seen the stock market wobble, with many major tech names hit hard. But even with all these concerns, we conti…
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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Friday, November 14, 2025. Before we begin—a quick note. Our producer is on vacation, so today's episode is pre-set and won't include live market updates. We'll be back Monday, November 17th, with real-time analysis. Today, we're focusing on Argentina: South America's sleepin…
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The energy transition is underway, but it’s not a smooth ride. In this episode, we unpack why progress has been so uneven, from surging EV sales to rising coal demand. We explore how tech, cost, and policy are shaping risks and opportunities for investors. Host: Gabriela de la Serna, MSCI Sustainability & Climate Guest: Anthony Chan, MSCI Sustainab…
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Stock market trends are in sharp focus as central banks pivot, earnings broaden beyond mega-cap leaders, and AI-driven CapEx reshapes corporate priorities. In this AMA edition of The Bid, host Oscar Pulido sits down with BlackRock’s Gargi Pal Chaudhuri, Chief Investment and Portfolio Strategist for the Americas in the Investment Portfolios Solution…
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One in three Australian homes now have rooftop solar, that’s more than 4 million systems nationwide providing, on some days, over half of the east coast’s electricity. Australia is leading the world in distributed energy, with home batteries and electric vehicles rapidly changing how our power system operates. But as solar becomes a dominant force …
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Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory. Today we're talking about the Mummy franchise making a comeback and what we know so far. Now let's get into it. The Mummy Is Back: …
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Stephen Grootes speaks to Gold Fields CEO Mike Fraser about the miner’s plan to boost output to three-million ounces by 2030, sustain production for decades, and return up to $500-million to shareholders through buybacks and special dividends. In other interviews, Hilton Kallner, CEO of Discovery Bank, chats about how the bank combines core banking…
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MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss everything from the reopening rally to precious metals to energy markets. https://bit.ly/49SQx89 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4o064GN ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s …
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Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse — Thursday's numbers. Equities: • Mixed Wednesday • Dow jumped 0.7% to fresh record high, closing at 48,255 • S&P 500 up marginally…
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After years of skyrocketing investment, the renewables industry seems to have lost some of its lustre. With tax credits that once supercharged new wind and solar development being rolled back, and general enthusiasm waning, are we witnessing the bubble burst on renewable energy? Mark Noyes definitely doesn't think so. He's the CEO of TerraForm Powe…
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The Odd Lots podcast has been around for 10 years. Unfortunately, markets have gotten less rational over the same time frame. At least this is the contention of Cliff Asness, the co-founder and CEO of AQR Capital Management, a quantitative investing firm that's been around for nearly three decades. Asness' approach to investing is rooted in academi…
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In this episode of Energy Insights, host Stephen sits down with Katherine Hasan, Analyst at the Centre for Research on Energy and Clean Air (CREA), to unpack Indonesia’s latest power plan — and the widening gap between climate ambition and reality. Despite strong public messaging on renewables, Indonesia’s RUPTL 2025–2034 places fossil fuels at the…
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AGENDA: 04:22 Sequoia's Leadership Transition 09:46 Michael Burry's Big Short on Nvidia and Palantir 17:41 Gamma Raises $100M at a $2BN Valuation 32:34 Does Defensibility Exist Today When Copying is Easy 40:31 Should All Funds Be Way More Diversified 47:12 How to Run a Fundraising Process & What Not To Do 57:57 Datadog Surges 20% and Duolingo Crash…
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Join Kim Lisa Taylor and Krisha Young as they sit down again with Troy Eckard, founder of Eckard Enterprises, to explore how oil and gas mineral rights have become a compelling alternative investment. Troy shares how his team evaluates opportunities, the unique advantages compared to traditional oil and gas deals, and why investors are increasingly…
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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Thursday, November 13, 2025. Before we begin—a quick note. Our producer is on vacation, so today's episode is pre-set and won't include live EIA inventory data. We'll be back Monday, November 17th, with live market updates and real-time analysis. For now, let's shift focus to…
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Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory — Wednesday Today we're talking about the rise of cozy gaming, and why Stardew Valley and Animal Crossing dominate the gaming landsca…
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COP30, which began this week in Belém, Brazil, marks a decade since the Paris Agreement was adopted at COP21 in 2015. It’s being billed as the “implementation COP”: instead of grand new announcements of international agreements, governments are supposed to be focused on delivering on the commitments they have already made. Host Ed Crooks and regula…
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Comments/ideas: [email protected] Explore the powerful links between climate, health, and development. Hear from Vera Siesjö how the Asia Infrastructure Investment Bank is tackling health challenges in Asia and beyond. Discover how climate change, digital innovation, and infrastructure investment shape health for millions. Lear…
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Stephen Grootes speaks to Duncan Pieterse, Director-General of the National Treasury, and SARS commissioner, Edward Kieswetter about the mid-term budget delivered by Finance Minister Enoch Godongwana. Pieterse discusses the budget’s key priorities, including fiscal consolidation, infrastructure investment, and balancing social spending with economi…
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Stephen Grootes speaks to Duncan Pieterse, Director General of the National Treasury, and SARS Commissioner Edward Kieswetter about the Mid-Term Budget delivered by Finance Minister Enoch Godongwana. Pieterse discusses the budget’s key priorities, including fiscal consolidation, infrastructure investment, and balancing social spending with economic…
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Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse — Wednesday's numbers. Equities: • Markets mixed Tuesday • Dow Jones hit fresh record high, up 1.18% to 47,928 • S&P 500 added 0.2%…
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Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory. Today we're talking about the Circle of the Moon Druid, Wild Shape mastery, and combat tactics. Now let's get into it. Why Circle o…
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Good listening is an underrated superpower… it makes you more magnetic, trustworthy, liked, and connected. Most people think they’re good listeners — but the truth is, a lot of us are just out here waiting for our turn to talk. So in today’s episode, we’re breaking down 8 key steps to become a better listener, so you can improve your communication …
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AI has made a lot of people fabulously wealthy. But sorry, it's probably not going to be the thing that makes you rich. And if history is any guide, we don't even know who the real AI winners are going to be. That's the thesis from longtime Venture Capitalist (now retired) Jerry Neumann. Earlier this year, Neumann published an article, "AI Will Not…
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As demand for clean sources of power has risen, so has interest in nuclear energy. In this episode of Sustainability Leaders, Jayen Veerapen, Senior Advisor with the BMO Climate Institute, explores the factors driving a resurgence in the nuclear industry and what innovations are on the horizon. Joining Jayen to share his insights is Chris Levesque,…
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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com. Wednesday, November 12, 2025 — Macro Context: Energy Demand Divergence. Today, we examine the global economic conditions driving the split between crude oil's bearish sentiment and natural gas's structural strength. **Global Economic Outlook** The IMF projects global GDP grow…
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Why don’t more energy & resource companies have trading arms? For that matter, why don’t more sectors trade? Chips, drugs even real estate? Why are CEOs reticent to set up trading platforms and what are the barriers to entry? What sectors would benefit most from trading? And more broadly, how have those firms who have launched trading arms in the e…
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Stephen Grootes speaks to Taz Hadjigeorgiou, CEO of LottoStar, about the rapid growth of online betting and gambling in South Africa. Hadjigeorgiou highlights how the sector has ballooned in recent years, driven by technology, mobile accessibility, and shifting consumer habits. He warns that while the industry offers convenience and entertainment, …
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Stephen Grootes speaks to Machete Rakabe, Senior Researcher for Political Economy at MISTRA, about South Africa’s e-commerce boom. Rakabe shares insights from the company’s latest report, highlighting shifting consumer habits, the rise of mobile purchases and how local players are competing with global giants. The Money Show is a podcast hosted by …
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Sometimes overlooked or minimized, intellectual property matters should be carefully considered in the assessment of venture capital and early-stage deals. Artificial intelligence-related issues, geopolitical concerns, including China, a constantly evolving regulatory landscape, and numerous other factors continue to underscore the importance of ef…
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Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse — Tuesday's Numbers Oil and Gas • WTI crude at $68.50 • Brent at $72.30, spread holding at $3.80 • Permian Basin production steady a…
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COP30, now getting under way in Belem, Brazil, has been billed as “the implementation COP”, which means a focus on governments taking real steps to achieve the goals of the Paris Agreement. We will be examining all the key issues for government negotiators in the talks very soon. But for this show, we are looking at the role of business. At New Yor…
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Welcome to Energy Markets Daily, brought to you by DailyDominanceNow.com.Tuesday, November 11, 2025 — Technicals: Crude Fades Below $60, Gas Consolidates at $4.34.Today, we dissect the market structure and key price levels, providing actionable tactical setups grounded in real-time data.WTI crude oil faded Monday's bounce, falling to $59.94, down 0…
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AI bubble concerns are back amid a rise in AI-exposed companies’ valuations, ongoing massive AI spend, and the increasing circularity of the AI ecosystem. Goldman Sachs Research’s Eric Sheridan and Kash Rangandiscuss whether bubble concerns are warranted or overblown. Date of recordings: September 26 and October 30, 2025 The opinions and views expr…
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Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory — Monday Today we're talking about the Tanith First and Only, Gaunt's Ghosts, and the art of guerrilla warfare in Warhammer 40K. In T…
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Stephen Grootes speaks to Vodacom Group CEO Shameel Joosub about the company’s impressive half-year results. Vodacom now serves 223.2 million customers, including 93.7 million in financial services, with revenue up 10.9% to R81.6 billion and EBITDA climbing 14.7% to R30.5 billion. In other interviews, Dion Chang, CEO and Co-Founder of FluxTrends, c…
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Should gold mining stocks be on the radar for value investors? For investors that focus on fundamentals, they are certainly worth a look, even when compared to big tech companies. Jeffrey Huge joins Ed Coyne to make the case. This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warran…
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Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse — Monday's numbers. Equities: • Markets closed mixed Friday • S&P 500 up 0.38% to 6,001, gaining 0.38% for the week • Dow up 0.59% …
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Welcome to today’s ICYMI, where we kick off the week with a quick game-changing tip from one of our guests that you might have missed. If you find yourself comparing your life to everyone else’s highlight reel… this throwback is for you. It’s easy to spiral into self-doubt, jealousy, or the feeling that you’re “falling behind.” But what if healthy …
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Land is a weird asset. We need it to be affordable because everyone needs somewhere to live. But for many people, real estate is also their biggest store of wealth — a kind of national piggybank that fuels both personal fortunes and broader economies. Nowhere is that tension sharper than in China, where housing affordability remains a major challen…
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