Lou Whiteman
๐ค SpeakerAppearances Over Time
Podcast Appearances
I mean, burning dinosaur fossils, it's not good for the environment, but it is still the most efficient way to get things to go.
But yeah, I hate calling renewables an unstoppable force, because I don't know how or when renewables are going to
end fossil fuels, but I do think they are a big and important part of the overall solution that will continue.
Definitely a force, maybe not unstoppable.
Tesla is tempting here too, I guess, but we already mentioned Tesla and Tesla, they only do some things.
I want to play the field here because it scares me just taking on one wind or even one solar project or trying to bet on one thing.
Brookfield Renewable Partners, BEP, just a collection of all of this and riding the trend without having to pick winners.
I think that this is a force and I think that is a stock to invest to benefit as this happens.
I am siding with the immovable object here, but with a huge asterisk.
Healthcare is broken in this country.
I think some of these forces that are coming in need to augment it and change it.
But I think there's so much established, I don't see the immovable objects going away.
It's a weird answer because, yes, they're broken.
Yes, they need to be disrupted.
there is just too much infrastructure in place.
What Mark Cuban is doing, what these telemedicine, they contribute, they help, but they are not in and of themselves an answer.
We need a better answer.
We need a better unstoppable force.