Behind the Balance Sheet

E2 Barry Norris explains why offshore wind economics are unsustainable.


Listen Later

Steve Clapham and climate finance expert Huw van Steenis talk to Barry Norris, climate sceptic and founder and CIO of Argonaut Capital.
Barry explains why he believes the economics of offshore wind are unsound. He likens wind and solar to unreliable
workers and thinks nuclear and fossil fuel generation are the reliable workers. You can't have a factory staffed only by unreliable workers he argues.
Barry has made good money out of shorting Orsted, the Danish offshore wind company which fell 60% from the peak. Barry explains why he thinks there may be more to go.
We think you will find some of his arguments compelling and encourage you to read the shownotes and the newsletter accompanying the podcast to learn more.
...more
View all episodesView all episodes
Download on the App Store

Behind the Balance SheetBy Stephen Clapham, Behind the Balance Sheet

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

41 ratings


More shows like Behind the Balance Sheet

View all
The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

926 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,332 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

670 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

787 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

303 Listeners

Value Investing with Legends by Columbia Business School

Value Investing with Legends

196 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

89 Listeners

Money Maze Podcast by Money Maze Podcast

Money Maze Podcast

34 Listeners

The Education of a Value Investor by Guy Spier

The Education of a Value Investor

27 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

374 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

100 Listeners

The Business Brew by Bill Brewster

The Business Brew

244 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

337 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

174 Listeners

Joys of Compounding by Colossus | Investing & Business Podcasts

Joys of Compounding

91 Listeners