The Last Optimist The Manhattan Institute

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 […]

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.

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.

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.)

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.

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.