Danielle Ecuyer

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864 appearances 2 recordings 1 series first heard Oct 2021 last heard Nov 2022

Danielle Ecuyer’s voice in public audio — every appearance, attributed to the second.

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Australian Finance Podcast · How to invest in US companies with Danielle Ecuyer · 11 Oct 2021 podcast

secular trends and anyone that's been following me knows, I am a strong advocate and bull on global decarbonisation and addressing climate change, I think you are seeing massive amounts of money continuing to move in this area.

And what is a separate category now will become the norm in 10 years time, they are also huge on data analytics.

Dr Deidre Morgan- Data analytics is very much part of what a lot of companies are doing at the moment, helping other companies interpret.

Dr Deidre Morgan- Data, so they can market better to their clients, whether it's the consumers or other businesses, the third leg is that they are very much involved in the likes of fund management and ETF markets so.

There are three secular trends that I'm very bullish on.

That's a company that has an incredible growth record.

It's performed very strongly.

I'm hoping that it's going to come down more if we have more of a sell-off.

And I think it's one of those companies that I talk about in the books.

It's only $50 billion currently, which might sound big in Australia, but it's relatively not that big in the US.

So looking at the seams, I think the largest one we have

is clean energy decarbonisation electric vehicles.

I'm sure your audience has probably been, you know, told all about, you know, Tesla, which is probably one of the shining lights in that area.

There are ETFs that you can buy in that space.

And you can also look at it in terms of trying to capture different aspects.

So there's the materials that go into the production of clean energy products.

So you're talking lithium in Australia,

Uranium's had a recent run, although I'm not convinced that that's going to play such a big role.

But then you also have over in the US, you've got a number of players in the hydrogen space and also in the likes of photovoltaics, batteries, et cetera.

I think that's a really big theme and you can look at it as holding like a lithium ETF or a clean energy ETF.

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