Bob Litterman, Kepos Capital, on Market Efficiency and the Climate Risk Premia Gap
How efficient are markets at pricing climate risk? Bob Litterman, Kepos Capital, explores advances in climate risk thinking, evolving market and policy signals, the true cost of climate uncertainty, and why reduced regulation and net zero pullbacks may drive a sharper focus on understanding rather than reporting climate risk.
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47:23
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47:23
Dr. Kevin Stiroh, Senior Fellow at Resources for the Future and former Federal Reserve official, on Central Banks and the Supervision of Climate-Related Financial Risk
What role do central banks play in addressing climate change? Dr Kevin Stiroh, former Federal Reserve and now at Resources for the Future, examines how to frame climate change as a systemic financial risk, what’s at stake, and why evolving macroprudential and microprudential frameworks is essential.
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55:24
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55:24
Professor Tapio Schneider, CalTech, on AI Climate Models, Tail Risks, and Small-Scale Processes
What's at stake in climate modelling? Professor Tapio Schneider, CalTech, discusses how computational science improves understanding of tail risks and extreme events; why small-scale processes are critical for accurate models; and how finance can better integrate climate data into investments.
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53:46
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53:46
Heather Zichal, JP Morgan Chase Global Head of Sustainability, on No Sacred Cows in Sustainable Investing
What does the retreat from global climate initiatives mean and how are investors are still driving the energy transition outside of them? Heather Zichal, JPMorgan Chase Global Head of Sustainability, talks about the role of finance in addressing climate change; why an increasing emphasis on climate adaptation makes sense; and how JP Morgan Chase is capacity building in the sustainability space.
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39:00
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39:00
Dr. Carolyn Kousky, Environmental Defense Fund, on Insuring Against Climate Risk
Are there climate risks we shouldn’t be insuring anymore? Dr. Carolyn Kousky, Associate Vice President for Economics and Policy, discusses how climate change is reshaping insurance, what’s at stake if insurance markets begin to break down, and who ultimately bears the financial burden when the private market pulls back.
What can we do to build a more sustainable world? Each episode features a thought leader discussing an aspect of sustainability - its origin, evolution and relevance today - with Jason Mitchell, Co-Head of Responsible Investment at Man Group.