125 episodes

Simon Lack and Henry Hoffman of SL Advisors consider inflation risks to investors and how to respond.

SL Advisors Talks Markets SL Advisors, LLC

    • Business
    • 5.0 • 2 Ratings

Simon Lack and Henry Hoffman of SL Advisors consider inflation risks to investors and how to respond.

    Renewables Confront NIMBYs

    Renewables Confront NIMBYs

    Last week a Federal judge blocked completion of the Cardinal-Hickory Creek high-voltage transmission line. The 102-mile project linking Dubuque County, Iowa, to Dane County, Wisconsin has one mile remaining. Three environmental groups opposed its construction through a Mississippi River wildlife refuge. It’s needed to upgrade an existing transmission line built in the 1950s, add capacity, […]

    • 5 min
    Energy’s Slow Transition

    Energy’s Slow Transition

    Treasury bills yielding 5.3% are not the worst place to put some cash. Long term expected returns on US large cap equities are generally 5-7%. Schwab expects 6.2%. JPMorgan is at 7%. The Equity Risk Premium is the lowest it’s been in over two decades. S&P500 earnings projections for this year and next are roughly […]

    • 5 min
    Renewables Are Pushing US Electricity Prices Up

    Renewables Are Pushing US Electricity Prices Up

    The Artificial Intelligence boom means the need for vastly more computing power. This is leading to a sharp jump in data centers, with a consequent increase in projected electricity demand (see AI Boosts US Energy). Elon Musk noted the pressure this is putting on the supply of electric infrastructure. Electricity is stepped up to very […]

    • 5 min
    AI Boosts US Energy

    AI Boosts US Energy

    In recent years the International Energy Agency (IEA) has moved from providing objective forecasts to championing the world’s shift away from fossil fuels. In embracing a liberal political stance they’ve lost relevance to companies and governments making investment decisions to meet future demand. For example, the IEA projects peak oil demand within the next few […]

    • 5 min
    Who Do Energy Investors Want In November?

    Who Do Energy Investors Want In November?

    Last week I saw some investors in Florida before joining my partner Henry in Puerto Rico at the national sales conference for Catalyst Funds, our mutual fund partner. The warm, sunny weather and ocean breeze stimulated much useful interaction with clients and salespeople about midstream energy infrastructure. It’s always helpful to hear firsthand the questions […]

    • 5 min
    Book Review — Not the End of the World

    Book Review — Not the End of the World

    There’s no shortage of books, essays and documentaries warning that climate change will make Planet Earth uninhabitable. Therefore, Hannah Ritchie’s Not the End of the World provides a refreshing reminder of how much is going right and likely ways we’ll adapt to a warmer planet. Ritchie is no climate denier. She studied environmental science at […]

    • 5 min

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