Investment Insights
July 15 2024

The Energy Transition

38 min listen

Steven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch;

Stephen Salzone, CFA, Director, Portfolio Manager and Research Analyst, TD Epoch

U.S. Fundamental Equity Portfolio Manager and Research Analyst Steve Salzone joins the podcast to discuss the energy transition. We discuss the current energy mix along with what the common expectations are for the future energy mix and whether or not they are reasonable. this episode also explores the implications for energy companies and the transportation sector.