Cost Of Financing
topic on 2 shows · 2 statements across 2 episodes
2 statements about Cost Of Financing, every show
Kann: Clean tech's high CapEx structure makes it uniquely sensitive to interest rates
“Most clean energy technologies , the thing about them is that they are high capex, low opex... And because they're high capex, low opex, that makes them particularly sensitive to the cost of financing.”
Marshall: Geopolitics, FX, and financing costs will reduce asset class returns
“I think the other basket of worries is that we now have to include FX and geopolitical risk in every single investment decision we make. I think it was a gift. That for 15 years, we didn't have to do that. But, you know, these costs are real, and that and the …”