Ep.1: David Legg – The Case for Energy Security: Climate Solution or Forever Wars?

David Legg (https://x.com/KnightLegg) is an expert on global geopolitics and advisor to governments on energy security. This discussion covers the various forever wars being fought across the globe and their linkage to energy security. How we can actually have a significant impact on the amount of carbon dioxide in the atmosphere, and how nuclear can shake its negative stigma. As always, we discuss how to position portfolios for what is to come.

00:00 Preview and Title Sequence
00:48 Introduction to David Legg
01:17 Israel, Palestine, Iran Conflict and Public Debt
06:30 Iran Deal
10:00 Energy, Economy and Environmental Policy Posturing
14:01 Russia's Strategy on Energy
17:20 Politics of Energy
24:00 Energy Demand of Bitcoin, AI, Quantum and Emerging Technology
29:45 Nuclear Energy as a Solution
33:50 Capital Allocation Opportunity

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