Real Talk: The Charles Mizrahi Show Charles Mizrahi

Washington has spent nearly $2 trillion on “clean” energy incentives and is still pushing for a “Green New Deal”—all due to the prevailing concern about climate change. But what if they’re wrong? Today, I’m sitting down with the Department of Energy’s former Under Secretary of Science, Steve Koonin, to talk about the real facts behind modern climate science.
Topics Discussed:
An Introduction to Steven Koonin (00:00:00)Why Climate Change is a Hot-Button Issue (00:02:09)Rising Sea Levels and Melting Ice Caps (00:08:19)Hurricanes, Tornadoes and other Disasters (13:45)What’s Causing Climate Change (00:19:53)Climate Science’s Effect on Society(00:26:40)Changing Weather Challenges Global Warming (00:33:36)The Death of Fossil Fuels Has Been Greatly Exaggerated (00:38:41)
Guest Bio:
Steven Koonin is a theoretical physicist and former Under Secretary for Science at the Department of Energy. He’s also a former director at the Center for Urban Science and Progress, a professor at NYU’s Tandon School of Engineering, and author of Unsettled: What Climate Science Tells Us, What It Doesn't, and Why It Matters.
 Resources Mentioned:
Unsettled: What Climate Science Tells Us, What It Doesn't, and Why It Matters
Transcript:
https://charlesmizrahi.com/podcast/

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Oil and Gas pipelines have become a hot topic in today’s energy debates. New projects like the Keystone pipeline could help rein in rising oil and gas prices. But they’re meeting unprecedented resistance from politicians, environmentalists — and even bankers. Today I’m joined by Diana Furchtgott-Roth, who’s going to shed some light on the difference between green energy “pipe dreams” and real-world pipeline facts. 
Topics Discussed: 
An Introduction to Diana Furchtgott-Roth (00:00:48) Transporting oil: Truck, Train, Tanker or Pipeline? (00:04:35) The Economic Reality of Climate Change (00:11:30) Giving Away America’s Energy Independence (00:23:10) The Government’s Green Energy Blunder (00:31:40) 

Guest Bio: 
Diana Furchtgott-Roth is an economist and adjunct professor of economics at George Washington University. She served as the chief economist of the United States Department of Labor, and she was nominated by President Donald Trump to serve as Assistant Secretary of Transportation for Research and Technology. She’s also a columnist for Forbes.com and author of Disinherited: How Washington Is Betraying America's Young.  
 
Resources Mentioned: 
Disinherited: How Washington Is Betraying America's Young 

Transcript:
https://charlesmizrahi.com/podcast/

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Biden’s Green Energy mandates have won over millions of Americans … but not Mark Mills. 
Mark’s a physicist who was named “Energy Writer of the Year” by the American Energy Society.  
He recently authored The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and A Roaring 2020s. And he runs a podcast called The Last Optimist, which features discussions with leading thinkers and innovators. 
I sat down with Mark to talk about the real-world science behind transitioning an entire national economy to new forms of fuel — and why even President Biden doesn’t seem to believe his mandates are realistic. 
 
Topics Discussed: 
An Introduction to Mark Mills (00:00:31) Biden’s State of the Union Slip-Up (00:01:42) Energy Mandates aren’t Based in Science (00:10:42) The Myth of Zero-Emission Electric Vehicles (00:17:40) Massive Energy Needs for EV Mining (00:23:50) China’s Toll on the Road to Renewable Resources (00:34:25) Cobalt Red and the Real-World Cost of EVs (00:40:15) The Rising Cost of EV Minerals (00:47:09) The Real Net Savings of Switching to EVs (00:53:27) Simple Math Points to Rising Oil Prices (1:00:00) 
  
Guest Bio: 
Mark Mills is a physicist, senior fellow at the Manhattan Institute, and a faculty fellow at Northwestern University’s McCormick School of Engineering and Applied Science. He was named “Energy Writer of the Year” by the American Energy Society.  
He has written several award-winning books, including his latest The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and A Roaring 2020s.  
The Biden administration plans to eliminate fossil fuels as a form of energy generation in the U.S. by 2035. Not so, says Mark.  
Resources Mentioned: 
The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and A Roaring 2020s.  
 Transcript:
https://charlesmizrahi.com/podcast/

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Josh Young is the Founder and Chief Investment Officer of Bison Interests, a hedge fund whose oil and gas investments soared 349% in 2021.
He goes above and beyond when it comes to research—conducting extensive research and networking with contacts all over the world, at all hours of the day. He even shares his insights on Twitter (you can follow him HERE).
I recently sat down with Josh to talk about the inner workings of the oil and gas industry. We discussed everything from exploration and development to electrical grids and the development of renewable energy sources.
It was the kind of conversation I think every investor needs to hear in 2023.
Topics Discussed:
●    An Introduction to Josh Young (00:00:00)
●    The Supply and Demand Story of Oil (1:00)
●    What are Oil Services? (10:44)
●    What About the Demand Side of the Market? (19:50)
●    Ancient Electric Grids & Infrastructure (29:58)
●    Simple Steps that Could Transform Lives (37:28)
●    Big Advantages for Small Energy Companies (47:43)
●    The Hardest Part of Investing (55:39)
 
Guest Bio:
Josh Young Josh is the founder & chief investment officer of Bison Interests, a hedge fund based in Houston TX.
Bison invests in small oil-and-gas stocks in the U.S. and Canada, and owns several stocks that have multiplied many times over since 2020. In 2021, Bison’s hedge fund rose 349% net of fees.
Josh’s views on oil & gas are widely followed in the press and on social media.
Resources Mentioned:
Josh’s Twitter Account can be found here: https://twitter.com/Josh_Young_1

Dr. Siddharth Kara is a British Academy Global Professor and a Visiting Scientist at the Harvard T.H. Chan School of Public Health. He’s also an author, researcher, and activist on modern slavery.
His latest book is Cobalt Red: How the Blood of the Congo Powers Our Lives.
Cobalt is an essential component to every lithium-ion rechargeable battery — those are the batteries that power our smartphones, tablets, laptops, and electric vehicles.
His book “Cobalt Red” is the first-ever exposé of the immense toll taken on the people and environment of the Democratic Republic of the Congo by cobalt mining.
I recently sat down with Siddharth and he told me that roughly 75% of the world’s supply of cobalt is mined in the Congo, often by peasants and children in subhuman conditions. And why we must all care about what is happening in the Congo, and what we can do about it.
Topics Discussed:
● An Introduction to Siddharth Kara (00:00:00)
● The Dark Truth About Congo’s Cobalt Mining (00:01:59)
● The Danger of Artisanal Mining (00:10:06)
● China’s Role in Congolese Mining (00:21:32)
● Electric Vehicles and Environmental Destruction (00:27:36)
● Why Children Are Being Forced to Mine Cobalt (00:35:07)
● How Easily the Problem Could Be Fixed(00:39:00)
● The Harsh Reality of Life in the Congo (00:47:25)
● Big Tech Driving Demand for Cobalt (00:55:47)
● From Blood Diamonds to Blood Cobalt (01:02:51)
● It’s Time to Challenge Congress (01:07:27)

Guest Bio:
Siddharth Kara is a British Academy Global Professor and a Visiting Scientist at the Harvard T.H. Chan School of Public Health. He’s also an author, researcher, and activist on modern slavery.
His latest book is Cobalt Red: How the Blood of the Congo Powers Our Lives.
Cobalt is an essential component to every lithium-ion rechargeable battery—those are the batteries that power our smartphones, tablets, laptops, and electric vehicles.
His book “Cobalt Red” is the first-ever exposé of the immense toll taken on the people and environment of the Democratic Republic of the Congo by cobalt mining.

Resources Mentioned:
Cobalt Red: How the Blood of the Congo Powers Our Lives

In July 2011, an oil tanker traveling through the Gulf of Aden was attacked by pirates. The tanker’s length was about the height of the Chrysler Building.
It was carrying $100 million worth of fuel. And then, it all went to pieces. An explosion and fire broke out.
Another story from Matt Campbell’s book, Dead in the Water: A True Story of Hijacking, Murder, and a Global Maritime Conspiracy, was also showcased in the Tom Hank’s movie, Captain Phillips.
Matt shared with me the hidden system that powers seaborne trade. And how terrible crimes can occur often with no consequences.
Topics Discussed:
An Introduction to Matthew Campbell (00:00:00)The Little-Known Near-$40 Billion Industry (00:01:10)True Events from the Movie Captain Phillips — Starring Tom Hanks (00:07:34)InsuranceFraud Happening Since the Dawn of Time (00:17:27)The Human Cost of Getting Your iPhone Delivered (00:37:11)
Guest Bio:
Matthew Campbell is an award-winning reporter and editor for Bloomberg Businessweek magazine.
His latest book —which he co-authors with Kit Chellel — is Dead in the Water: A True Story of Hijacking, Murder, and a Global Maritime Conspiracy.

Resources Mentioned:
Dead in the Water: A True Story of Hijacking,
Murder, and a Global Maritime Conspiracy