Energy: Where ESG Impact Falls Short with Will Thomson of Massif Capital

Will Thomson returns to the show to discuss Massif Capital’s recent paper on how ESG funds are failing to invest in the resources and companies necessary to drive a clean energy transition. We also discuss potential investment opportunities in some of these underappreciated areas. Sectors discussed include: lithium, copper, rare earth metals, electric utilities, SPACs, and more.

Stocks Mentioned:  VWDRY, RWEOY, NEE, TRQ, LAC, FVAC, TSLA, TSX:IVN

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