
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

Impact investing has a scale problem, and the most underexamined part of it is this: most of the world’s impact capital is sitting inside asset

“Clearly, if a business is not viable because you force it to be green, then that kind of defeats the purpose. ” — Clemens Calice

Somewhere in northern Ghana, a school has three toilet blocks and no doors on the classrooms. The third toilet block was built by an NGO

In the 19th century, British colonial administrators in India noticed a cobra problem. There were too many venomous snakes, so they offered a bounty for

“We should think about generations, not…. quarters. ” — Matilda Ho In this episode, I speak with Matilda Ho, Founder and Managing Director of Bits

“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

“What everybody gets wrong about impact is they think it’s about a transaction, a fund, a project. It’s really about building a system. ” —

Capital can flow into a community and change almost nothing. That is not a controversial observation. Researchers have documented it. Practitioners have watched it happen.
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