Talk Your Book: The Biggest Short Squeeze of All Time

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 23 January 2023

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's show, we are joined by Luke Oliver, Managing Director, Head of Climate Investments, and Head of Strategy at Kraneshares to discuss the biggest short of all time, how emissions are related to political risk, what drives carbon price, and much more! Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. (Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.) Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's animal spirits is brought to you by CraneShares.
0:02.8	Go to CraneShares.com to learn more about their climate suite of ETF funds again at CraneShares.com.
0:10.0	Welcome to Animal Spirits, a show about markets, life and investing.
0:14.5	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing and watching.
0:21.0	Michael Batnik and Ben Carlson work for RIT Holt's Wealth Management.
0:24.5	All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions
0:29.0	and do not reflect the opinion of RIT Holt's Wealth Management.
0:32.0	This podcast is for informational purposes only and should not be relied upon for investment decisions.
0:37.0	Clients of RIT Holt's Wealth Management may maintain positions in the securities discussed in this podcast.
0:42.0	Welcome to Animal Spirits with Michael and Ben.
0:45.0	Michael, a couple of weeks ago I was talking with some people in the family about things getting warmer.
0:50.0	And it feels like it's warmer in the winter here.
0:53.0	And I have jokingly said my biggest hedge against climate change is holding real estate in Michigan
1:00.0	because we have all this water around here.
1:02.0	And bad winters keep people away.
1:04.0	If it's going to be warmer, people are going to want to live in Michigan in the future.
1:08.0	What do you think? 30 years?
1:09.0	Michigan hot real estate market.
1:11.0	Oh, I misunderstood what you're going with this.
1:13.0	So it's like, wait, people don't want to go there and make a price lower. I got it.
1:16.0	Okay.
1:17.0	If everywhere is getting warmer and the oceans are going to flood Florida and California is going to fall off the map from earthquake,
	...

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