This week’s top ten has a few good podcasts as you may have the time to listen to some of the best in their fields.
I start with Robert Friedland and Josh Crumb who were on the holiday special of Smarter Markets. I always find Robert so insightful. I then added the interview with Mark Nelson so you can understand nuclear energy a bit better. Many think nuclear energy is an important area in achieving carbon neutrality and helping us with our energy needs in the long term.
Eric Nuttall and then Gail Tverberg provide their bullish outlook for oil in 2023 and it is the number one area for Harris Kupperman of Praetorian Capital.
Jeremy Grantham sat down with Charlie Rose and he is always so insightful.
Peter Zeihan is one of the top demographic specialists and the first 2 parts of his ‘demographic’ deal with the challenges to all countries and how Canada’s strategy needs to be adjusted.
There have been some discussions about peace talks with Ukraine and Russia. George Friedman’s update shows that there is some work to do.
There was some news this week on new car targets relating to EV and Hybrid vehicles, but articles are coming out about how unrealistic these targets are. I remember when the City of Vancouver introduced rules about moving away from gas powered appliances and industry specialists told me that the electrical grid has no way to support such moves right now.
I thought I would end the top ten with a wonderful ending to last week’s SNL. Cecily Strong is leaving the show and she always was one of those underappreciated cast members due to Kirstin Wig and Kate McKinnon being so popular. Austin Butler is probably up for an Academy Award nomination. As Elvis was born the exact same day as my Mom, I had to include Austin and Cecily singing Blue Christmas.
Have a great News Year!
Number 1 - Holiday Special | Robert Friedland, Founder & Executive Chairman, Ivanhoe Mines and Josh Crumb, Founder & CEO, Abaxx Technologies
“The problem is, none of us have a super-conducting super-colliding super-computer that can actually track all of the world’s technological breakthroughs. When you look at CNN that’s constantly negative news, you get the idea that humanity is fated to fail. But if you had a super-conducting super-colliding super-computer that knew what all the young new Steve Jobs’ and Bill Gates’ of the world were cooking up, maybe there would be grounds for optimism.”
Number 2 - MacroVoices #355 Mark Nelson: Understanding All Things Nuclear
In this first part of holiday special, MacroVoices welcomes nuclear engineer Mark Nelson to the show to discuss all things nuclear. Erik and Mark start with a brief history of the industry, then talk about both real and perceived problems with nuclear power, before moving on to discuss advanced nuclear technologies including small modular nuclear reactors, molten salt cooled reactors and Thorium-fuelled nuclear reactors.
Number 4 - The Global Economy Is Finally Realizing That Fossil Fuels Are Finite
By Gail Tverberg – Dec 20, 2022, 5:00 PM CST
- The global economy may be reaching its energy limits.
- Oil companies need high oil prices, probably $120 per barrel or higher, on a consistent basis, to justify drilling in sufficient new locations to ramp up oil production.
- Green energy alternatives offer a promising solution, but won’t replace fossil fuels in the short-to-medium term.
Number 5 - Oil Will “Crush” All Other Investments in 2023
Harris Kupperman is the founder of Praetorian Capital, a hedge fund focused on using macro trends to guide stock selection. Mr. Kupperman is also the chief adventurer at Adventures in Capitalism, a website that details his investments and travels.
Number 6 - Jeremy Grantham's Crazy Interview
Robert Jeremy Goltho Grantham CBE (born 6 October 1938) is a British investor and co-founder and chief investment strategist of Grantham, Mayo, & van Otterloo (GMO), a Boston-based asset management firm. GMO had more than US$118 billion in assets under management as of March 2015. GMO has seen this number half to US$65 billion in assets under management as of Dec 2020. He has been a vocal critic of various governmental responses to the Global Financial Crisis from 2007 to 2010.
Number 7 - Peter Zeihan - Demographics
Demographics Part 1: Understanding the Basics
Demographics Part 2: The Treadmill….Stops (it has worked until now)
