David Legg (https://x.com/knightlegg) is an expert on global geopolitics and advisor to governments on energy security. This discussion covers the various forever wars being fought across the globe and their linkage to energy security. How we can actually have a significant impact on the amount of carbon dioxide in the atmosphere, and how to position portfolios for what is to come.

00:00 Preview and Title Sequence

00:48 Introduction to David Legg

01:17 Israel, Palestine, Iran Conflict and Public Debt

06:30 Iran Deal

10:00 Energy, Economy and Environmental Policy Posturing

14:01 Russia's Strategy on Energy

17:20 Politics of Energy

24:00 Energy Demand of Bitcoin, AI, Quantum and Emerging Technology

29:45 Nuclear Energy as a Solution

33:50 Capital Allocation Opportunity

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