Energy prices will go 'way higher' despite transition to EVs: Bill Smead

Bill Smead, Smead Capital Management CIO, joins 'The Exchange' to discuss how to position in energy, the current geopolitical impacts on the oil industry, and more.

[@garo52]

Good interview 👍💯

[@makinawake9178]

What a junior grade title.

[@tbadj649]

I'm long copper, rare earths (for the cap gain upside), and fossil fuels (for the distributions/current income)

[@andrewereynolds5840]

💎 Constellation ☀️ Energy Corporation (CEG) 💎

[@ronkirk5099]

We need to quit subsidizing fossil fuel and give those subsidies to green energy producers.

[@garo52]

"Fossil fuel" pay big tax and royalties to clueless govt therefore supporting negative return investment initiatives like wind and solar.....real stupid 👉🤡

[@VOD713]

Ok SIMP, thanks 👍🏼

[@makinawake9178]

It's a decent idea to remove the subsidies....for green tech it isn't required to the same degree.
The subsidies paid for their monstrous infrastructure, logistics and i am sure a pay to play.
The market is pushing renewable. As it should be. Not saying innovation shouldn't be fostered, but the old model doesn't apply directly from what I understand.

[@chobson8602]

They can save us. Green energy is moral and wholesome

[@makinawake9178]

@chobson8602 unless a seismic shift there is no rescue from ourselves unfortunately.