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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI253: The Bull Case For Commodities w/ Lucas White
Description: Rebecca Hotsko chats with Lucas White, the portfolio manager at GMO for The Resources and Climate Change Strategies and a partner of the firm. They talk about his outlook for the energy sector, why he thinks energy is still very cheap and undervalued, his views on clean tech companies, and more.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro04:19 - His outlook for the energy sector and the main drivers of performance for the sector long term. 02:25 - Why Lucas thinks energy is still very cheap and undervalued at...