U.S. Fundamental Equity Portfolio Manager and Research Analyst Steve Salzone joins the podcast to discuss the energy transition. We discuss the current energy mix along with what the common expectations are for the future energy mix and whether or not they are reasonable. this episode also explores the implications for energy companies and the transportation sector.

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Epoch Investment Partners (TD Epoch) Epoch

Epoch Investment Partners (TD Epoch) manages a variety of investment strategies with different investment objectives, but they share a common philosophy centered on the belief that the generation and allocation of free cash flow represents the best predictor of shareholder return.

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