
The $120 Trillion Repricing: 4 Investors on the Carbon Bubble, Stranded Assets & Real Returns (#142)
“I’m not against oil or gas per se — I’m just against setting it on fire. ” — Mark Campanale In this compilation episode, I

“I’m not against oil or gas per se — I’m just against setting it on fire. ” — Mark Campanale In this compilation episode, I

Among the many structural barriers that have historically prevented Latin American agriculture from realizing its full productive and climate potential, access to capital has consistently

“This doesn’t need to be concessionary. This is alpha generating. It’s cheaper, faster, better. ” — Sanjeev Krishnan In this episode, I speak with Sanjeev

When most investors think about climate tech, they picture solar panels, wind turbines, electric vehicles, and carbon capture systems. These are important technologies. They are

“You cannot just go, whoops. I provided too much power there. The needs are bouncing in real time, and the intermittency created by renewables is

“Brazil is a tropical agriculture ecosystem, and when you start to understand the particularities of this, you start to understand some opportunities. In Brazil, we

“I didn’t know why they hired me until maybe ten years later, when my manager said, ‘I hired people for what they can learn, not

“Climate change is here. It’s not going to happen in 10 years time, or 20 years time. We are already being impacted. ” — Alina

“We can’t continue to invest and generate economic activity without regard for social and environmental impacts, because we now have growing evidence of the costs

“Natural capital investing is about moving nature’s economic value into a real financial value. And if you can build a strategy around that and improve
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