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Talk Your Book: Investing in the Carbon Transformation

Today’s Animal Spirits is brought to you by KraneShares ETFs:

We had Roger Mortimer, Portfolio Manager of KraneShares Global Carbon Transformation ETF on the show to talk about the clean energy transition.

On today’s show we discuss:

  • How clean energy fits in with today’s energy markets
  • How to identify growth opportunities in the energy transition
  • How KraneShares finds these transformative companies
  • ESG mandates and their actual impact on climate
  • How to identify companies undergoing a carbon transformation
  • What the impact might look like in 20+ years

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