No single ticker was named. Clean energy & solar ETFs are one way for retail investors to get exposure. Not a recommendation.
European grid infrastructure offers strong opportunities
The guest argued that European energy infrastructure, particularly grid spending on solar and battery installations, presents compelling investment opportunities.
The argument
He noted that Europe's grid is highly renewable-driven and benefits from strong state support, creating a different set of public market opportunities compared to the United States.
The thesis, stress-tested
✓ What validates it
- ✓Increased state budget allocations for European grid modernization
- ✓Strong earnings and backlog growth from European grid equipment suppliers
▸ Risks discussed
- ▸Changes in European state subsidy regimes
- ▸Supply chain bottlenecks for solar and battery components
Hear it yourself
"And, you know, as he had said to me many times, like, we don't really we need one or two huge ideas, like, in our the external portfolio. Meaning, like, when we had something really interesting and that can move the needle, you put a lot of money to it. And we're we're we're a smaller manager than that. You know, we manage about $700,000,000 today. But it's the same concept, and then we've had that two years ago. We identified an idea with a manager on the optical networking side of things. It's been the best thing I've ever done. And, that's one one manager. And right now, we have two other great themes that we're working on that could be just as big."
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