Kayne Anderson Rudnick's Biel on Markets and Strategy

The video discusses the economic uncertainty due to COVID variants, highlighting low vaccine rates in emerging markets. It examines the pressure on tech giants like Amazon due to high valuations and explores opportunities in smaller tech firms. The video also addresses supply chain challenges, emphasizing the need for transparency and adaptability. Finally, it covers the energy crisis and ESG investing, noting the importance of balancing enthusiasm for renewables with realistic valuations of oil and gas assets.

Discuss the impact of the energy crisis on ESG investing.

What are the long-term implications of investing in oil and gas companies according to the text?