The Last Optimist is hosted by Mark P. Mills—author, businessman, physicist, and senior fellow at the Manhattan Institute—and features discussions with leading thinkers and innovators who are inventing our future. Mark's latest book is “The Cloud Revolution: How The Convergence of Emerging Technologies Will Unleash the Next Economic Boom and a Roaring 2020s.
Markets, Policy and Tech with Ken Fisher (Part I)
For the next two episodes we’re joined by Ken Fisher, the storied, successful, insightful analyst, New York Times best-selling author, and founder, executive chairman and co-chief investment officer of the $197 billion Fisher Investments fund. We think you’ll enjoy this wide-ranging conversation about the psychology of markets, stocks, public policy, technology and much more. You […]
Again, Energy, Russia & The Stickiness of Magical Thinking
Now that Europe has a six-month plan to embargo Russian oil, a kind of Realpolitik of energy is coming into play making clear the limits of the energy transition and who holds the winning hand in the serious geopolitical game underway.
We Come to Praise the EV Not to Bury the Internal Combustion Engine
The European Parliament endorsed a complete ban on conventional cars by 2035. EV-owner and storied automobile dealer, and vice-chair of the National Association of Automobile Dealers, Geoffrey Pohanka joins to talk about cars and EVs in the real world.
Energy & Investing During the Great Interregnum
Storied and successful investor John Mauldin joins to talk about the realities and opportunities during our time of chaos, about the philosophy of markets, and about the opportunities in America’s oilfields, too. Mauldin Economics and his recent newsletter referred to in this edition: Rock and a Hard Place (May 27, 2022.)
Russia and History’s Third Global Energy Shock
The Ukraine war has triggered the world’s third energy shock, with potential to get far worse yet. And it’s x-rayed energy policies, making it clear just how hard it will be to delink from both hydrocarbons and Russian dependencies. There is a solution: call it Shale 3.0.
The Return of the Very Bad Idea: A Carbon Tax
Carbon tax proposals have resurfaced as a “border carbon adjustment” tariff. The idea is to force society to cut back on hydrocarbons and, this time, it’s claimed the tax will stimulate innovation and reshore industries. But it won’t achieve any of the stated goals and, worse, it’s inflationary.
Mark Mills is one of the very few sane voices on energy left in the world.
Engaging and informative.
I’ve followed and appreciated Mark’s work for many years. This podcast feels like we’ve been invited into a private briefing session on energy/technology issues. Everything you need to know packaged in a neat concise bundle and with tons of context leaving you feeling like you have a 360 degree view of the issues. Two episodes in and I’m hooked.