Ep95: An Investor's View of the Market Today
Benoit Allehaut, managing director at Capital Dynamics, joins us to discuss the state of the market and what the company has been up to lately. We go over what he views as the current state of the M&A, tax equity and debt markets, how investors are handling the merchant curve when valuing projects, the company’s new joint venture with Sol Systems, exposure to the PG&E bankruptcy, and more.