49:47
Essential
•The Exponential Age
The Great Carbon Trade Continues
Carbon was the best performing commodity last year Raoul checks in with Lawson for the year ahead.
Featuring Lawson Steele and Raoul Pal
Jan 13, 2022 • 49 minutes
Lawson Steele is one of the most highly respected analysts in the carbon markets, and he also has a deep knowledge of the EU utilities industry. Last year, Raoul came across this trade idea from an RV member and ended up interviewing the team at Citi, Lawson and hedge fund legend Pierre Andurand. Carbon was the best performing commodity last year so Raoul wanted to check in with Lawson to think about the year ahead, how it might play out, and where the price might go. We are so lucky at Real Vision to have open access to the best of the best! Recorded on January 7, 2022. Show More
Exponential Age explores extraordinary new technologies and the profound change they represent not just for financial markets but also the world as we know it. It's about getting and staying just a few minutes ahead in this brave new world and profiting from that advantage.
More EpisodesExponential Age explores extraordinary new technologies and the profound change they represent not just for financial markets but also the world as we know it. It's about getting and staying just a few minutes ahead in this brave new world and profiting from that advantage.
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