regulated utilities
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 29, 2024 by Raphael Arndt · across every show →
Everything said about regulated utilities, oldest first
Jan 29, 2024 bearish
Arndt: Regulated Utilities Are Risky Inflation Hedges Due to Social Contracts
“Certain types of real assets, particularly infrastructure assets, that can pass through inflation look quite attractive, but not, for example, regulated utilities, which you might in theory say should be, because there needs to be a social contract. If you're …”