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The $120 Trillion Repricing: 4 Investors on the Carbon Bubble, Stranded Assets & Real Returns (#142)

August 6, 2026

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

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Why Institutional Fixed Income Is One of the Most Underused Tools in Impact Investing

August 3, 2026

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

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A 1% Loss Rate “Unheard Of” in Frontier Markets: How Local-Currency Lending Rewrites African Credit Risk (#141)

July 29, 2026

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

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Why Paying for Outcomes, Not Activities, Could Reshape How the World Funds Education

July 27, 2026

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

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The Cobra Effect in AgTech: How Vanity Metrics and Hype Cycles Are Distorting Climate Impact Claims

July 24, 2026

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

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China Makes 70% of the World’s Vitamins: The Fermentation Edge Hiding in Idle Factories (#140)

July 23, 2026

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

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Too Big for Venture, Too Small for PE: Inside the ‘Missing Middle’ Where the Alpha Hides (#139)

July 15, 2026

“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

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Non-Obvious Climate Companies: Why the Best Climate Investments Don’t Look Like Climate Investments

July 10, 2026

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

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Good Deals Don’t Make Good Markets: Why Impact Investing Needs More Than Capital (#138)

July 9, 2026

“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. ” —

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The Conditioned Helplessness Problem: Why Community Development Finance Keeps Failing the Communities It Tries to Serve

July 1, 2026

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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