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Brian Laks Profile picture
Brian Laks
@brianlaks
Portfolio Manager at Old West focused on clean energy and critical minerals
Jun 26, 2021 • 21 tweets • 21 min read
The Senate Committee on Energy and Natural Resources held a hearing on infrastructure this week:

energy.senate.gov/hearings/2021/…

Lots of discussion about water use and wildfire management, but also commentary on nuclear power and critical minerals that may be of interest to investors. Image In his opening remarks, Chairman @Sen_JoeManchin talked about supporting our “zero emission #nuclear fleet” and rebuilding our domestic supply chains by responsibly mining #criticalminerals
May 14, 2021 • 10 tweets • 4 min read
Stan Druckenmiller gave the keynote speech at the USC Student Investment Fund annual meeting last week:

vimeo.com/548917378

A rare long form (1 hr) conversation where he touched on a wide range of topics. The first 20 minutes expands on the ideas he discussed in his op-ed in the WSJ this week titled “The Fed is Playing With Fire” where he expressed concern that the Fed was remaining accommodative for too long and risking an asset bubble.

wsj.com/articles/the-f…