Episodes

  • Bob Litterman, Kepos Capital, on Market Efficiency and the Climate Risk Premia Gap

    Bob Litterman, Kepos Capital, on Market Efficiency and the Climate Risk Premia Gap
    Dec 12 2025
    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 mins
  • 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

    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
    Nov 20 2025
    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 mins
  • Professor Tapio Schneider, CalTech, on AI Climate Models, Tail Risks, and Small-Scale Processes

    Professor Tapio Schneider, CalTech, on AI Climate Models, Tail Risks, and Small-Scale Processes
    Oct 30 2025
    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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    54 mins
  • Heather Zichal, JP Morgan Chase Global Head of Sustainability, on No Sacred Cows in Sustainable Investing

    Heather Zichal, JP Morgan Chase Global Head of Sustainability, on No Sacred Cows in Sustainable Investing
    Sep 23 2025
    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 mins
  • Dr. Carolyn Kousky, Environmental Defense Fund, on Insuring Against Climate Risk

    Dr. Carolyn Kousky, Environmental Defense Fund, on Insuring Against Climate Risk
    Sep 11 2025
    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.
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    52 mins
  • Maurits Dolmans, Senior Counsel with Cleary Gottlieb, on the Climate Prisoner’s Dilemma and Fiduciary Duty

    Maurits Dolmans, Senior Counsel with Cleary Gottlieb, on the Climate Prisoner’s Dilemma and Fiduciary Duty
    Aug 25 2025
    How could recent legal opinions shift state and private sector climate change obligations? Maurits Dolmans, Cleary Gottlieb, discusses how to rethink the obligations of fiduciary duty relative to climate action; why it may be the key to solving the climate prisoner’s dilemma; and what a legal framework for impact could look like.
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    1 hr and 7 mins
  • Prof. Katy Huff, former US DOE Assistant Secretary for Nuclear Energy, on the US Nuclear Renaissance

    Prof. Katy Huff, former US DOE Assistant Secretary for Nuclear Energy, on the US Nuclear Renaissance
    Aug 5 2025
    What could a nuclear renaissance look like? Professor Katy Huff, former Assistant Secretary for Nuclear Energy, discusses how to frame nuclear energy in a net zero context where nuclear fits into the US energy mix over the next several decades and why US nuclear innovation today is different from the false starts of the past.
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    45 mins
  • Daan Spaargaren, PME Senior Strategist for Responsible Investment, with a Warning for Asset Managers

    Daan Spaargaren, PME Senior Strategist for Responsible Investment, with a Warning for Asset Managers
    Jul 10 2025
    How are asset owners emerging to drive the sustainable finance agenda? Listen to Jason Mitchell discuss with Daan Spaargaren, PME Senior Strategist for Responsible Investment, about how PME is evolving its investment approach to include more active, sustainability-driven strategies; what that means functionally in the asset allocation process; and why it’s great to see asset owners like PME take on a bigger leadership role in the sustainable finance ecosystem.
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    47 mins