In this episode of Excess Returns, we speak with Greg Reid, President of Real Assets at Westwood Group Holdings and lead portfolio manager for their $2 billion energy investment team. We cover the outlook for energy and the major areas of the energy market. We discuss the future of clean energy and why traditional fuels may play a bigger role in it than renewables. We also dig deep into energy infrastructure investing and MLPs and Greg’s process for selecting investments in the space and their new ETF that pairs energy investing with covered call writing to boost income.
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