#2397 - Richard Lindzen & William Happer – The Joe Rogan Experience

Mentioned

Bullish

COAL— Modern coal technology can be clean except for CO2 emissions, which the speaker doesn't view as problematic given his skepticism about climate impacts
TRADENG— Traditional energy has been artificially suppressed by political capture of institutions rather than market forces, suggesting undervaluation
AGRI— Increased CO2 levels from the industrial era have expanded arable land and agricultural productivity, contradicting climate crisis narratives
NUCLEAR— Nuclear power remains essential as evidenced by anti-nuclear countries importing electricity from France's nuclear power base

Bearish

RENEW— Renewable energy has tripled electricity prices in the UK and the climate crisis narrative driving renewable investments lacks evidence
CLIMATE— Climate change concerns are politically motivated rather than scientifically based, undermining the entire climate-tech investment thesis
ESG— ESG investment premises are based on fake extreme weather narratives that provide visuals but lack scientific basis
CARBON— Carbon credit markets lack fundamental justification as climate catastrophe concerns are overblown and shouldn't be a top worry
GERMANY— Germany's deliberate destruction of energy infrastructure by dynamiting power plants ensures industrial decline and economic weakness

Not investment advice.