RWE’s Michael Muller on Europe’s power crunch

RWE’s Michael Muller on Europe’s power crunch

German energy giant, RWE, is faced with the challenge of helping to power a continent in the midst of a power crunch, while at the same time working towards ambitious decarbonisation targets.  

In this episode, Alison Savas, talks to RWE’s Chief Financial Officer, Michael Muller on the energy crisis, decarbonisation and RWE’s operations. 

Show More

Backward
Play
Forward
1x speed
  • 0.5
  • 1
  • 1.5
  • 2
Other episodes
Quarterly update: The time for a contrarian mindset (Q2 2022)

Quarterly update: The time for a contrarian mindset (Q2 2022)

In this quarterly market update episode Alison Savas and Antipodes CIO, Jacob Mitchell, discuss the state of equity markets in Q2 2022 and Antipodes bigger picture views on global investing and portfolio positioning.

110 downloads Good Value Aug 02, 2022
28m
Seagate Technology : Uncovering value amid the Nasdaq bear market

Seagate Technology : Uncovering value amid the Nasdaq bear market

 
Tech stocks have borne the brunt of the recent sell off in equity markets and with the Nasdaq firmly in bear market territory, it is unprofitable tech stocks that have been hit the hardest - down almost 60% this year.
 
But amid these sell offs, ...

174 downloads Good Value Jun 26, 2022
30m
Meta & the battle for digital advertising supremacy

Meta & the battle for digital advertising supremacy

Alison Savas is joined by digital advertising expert Ben Legg to discuss the digital advertising landscape, in particular how Meta (NASDAQ: FB) is positioned following the recent fall in its stock price. 
Key discussion points include:
4:00: Overview of ...

306 downloads Good Value May 31, 2022
39m
Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022)

Quarterly update: Stagflation, policy error & holding the line on China (Q1 2022)

By the end of March, the S&P was only 5% shy of its all-time highs set in early January despite intensifying geopolitical and economic uncertainty. In fact, in early March US equities staged one of the largest and fastest bear market rallies since 1928. ...

283 downloads Good Value May 02, 2022
30m
Energy and commodities: strengthening portfolios today, but what about the future?

Energy and commodities: strengthening portfolios today, but what about the future?

The war in Ukraine has seen the fragility of global energy and commodity markets laid bear. In this episode hear why Antipodes' investment team has been increasing exposure to energy and commodity stocks in recent years, the impact of sanctions on Russia...

300 downloads Good Value Mar 30, 2022
27m
Norsk Hydro: An aluminium giant for the new world

Norsk Hydro: An aluminium giant for the new world

An interview with Pål Kildemo, Executive Vice President and Chief Financial Officer of Norsk Hydro (OSL: NHY). 
Norsk Hydro has been a long-term holding in Antipodes' global portfolios. While it is one of the largest producers of aluminium globally, it i...

224 downloads Good Value Feb 27, 2022
32m
Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021)

Quarterly update: 3 key investment themes to watch in 2022 (Q4 2021)

When it comes to global equities, the first few weeks of 2022 have started with a material repricing of risk as real yields rise. With large falls in some large cap US tech stocks, investors are now asking, is the market correction over? In this episode,...

211 downloads Good Value Feb 01, 2022
20m
Omicron: Key considerations for investors & the investment case for two global healthcare stocks

Omicron: Key considerations for investors & the investment case for two global healthcare stocks

Just as the global economic reopening seemed to be hitting its reopening stride, Omicron has emerged. In this episode, Antipodes' healthcare sector head, Dr Nick Cameron, shares his expert insights on the new variant. He also discusses the investment cas...

279 downloads Good Value Dec 12, 2021
32m
Europe‘s energy crisis

Europe‘s energy crisis

As winter approaches, Europe is facing an unprecedented natural gas supply shortage. How has this happened and what are the ramifications for global energy markets?
Alison Savas and Max Shramchenko discuss Europe's energy crisis and examine three compani...

326 downloads Good Value Nov 29, 2021
20m
Suggested Stories

Who would have guessed laws required companies to request...

DisinterestedSep 25, 2022
0 mins read

The question of whether abortion should be legal has been...

DanielJun 26, 2022
4 mins read

Four-time major winner Brooks Koepka has also left the PG...

sportislife15Jun 26, 2022
0 mins read

The subsidisation of unreliable “renewable” power is why ...

DisinterestedJun 19, 2022
0 mins read

LIV Golf is off to a good start, whatever the PGA Tour an...

sportislife15Jun 11, 2022
4 mins read

All governments eventually lose power, but the Liberal Pa...

DanielMay 29, 2022
4 mins read