#37 – The Analyst

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John Huber is an investor with a small fund managing his family assets and outside capital in a concentrated portfolio. John has written an excellent blog, Base Hit Investing, for many years, explaining his investing principles.

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#36 – The Runner

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John Huber is an investor with a small fund managing his family assets and outside capital in a concentrated portfolio. John has written an excellent blog, Base Hit Investing, for many years, explaining his investing principles.

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E2 – Barry Norris

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Barry Norris is the founder and CIO of Argonaut Capital and a climate sceptic. Barry explains why he thinks the economics of offshore wind are unsound. He likens wind and solar to unreliable workers and prefers reliable workers like gas.

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E1 – Emmanuel Lagarrigue

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Emmanuel Lagarrigue is the Co-Head of Climate at KKR where he leads KKR’s investments in decarbonization technologies and brown-to-green transitions. He explains how KKR see a gap in the huge $7tn pa investment needed to fund the transition between the early stage investments and the mature infrastructure like renewables area.

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