Podcasts about esg

For years, the big spenders in Congress—and the Biden administration—worked together to drive the nation deeper into debt as they wasted taxpayer money on their crazy ESG, DEI far Left agenda. Between the Democrats who just wanna see Trump fail, and the big spender Republicans who want to see any budget cuts fail, Trump has an uphill battle against the “uniparty” when it comes to further progress in the spending fight.  Federal finance is the executive branch's job, but it really comes down to Congress which “passes spending and tax legislation,” explains Chief Heritage Foundation Economist E.J. Antoni, PhD., on today's special video commentary.   “It's high time those legislators actually do something to fix the problem that they themselves helped cause.”

Send me a messageIs ESG really about sustainability, or is it quietly becoming a hard economic filter for who gets to trade, raise capital, and survive?In this episode, I'm joined by Dr Nisha Kohli, Founder and CEO of CorpStage, to unpack why ESG has shifted from glossy reporting to something far more consequential for supply chain resilience, risk, and competitiveness. Nisha has spent over two decades working across corporate governance, sustainability, and finance, and she's seen first-hand where most organisations are still getting this badly wrong.We talk about why ESG reporting remains broken for so many companies, and why ratings and rankings often mislead investors rather than inform them. You'll hear how credible, auditable data is becoming a prerequisite for access to markets, tenders, and green finance, especially as tariffs, carbon taxes, and mechanisms like CBAM start reshaping global trade.We also break down why ESG isn't just a cost centre. Nisha shares real examples where relatively simple greening measures delivered 50–60% IRR with short payback periods, reduced operational risk, and opened doors to new markets. You might be surprised by how often the biggest barrier isn't technology or regulation, but confusion, fragmented data, and treating ESG as a PDF rather than infrastructure.We explore the growing role of data, AI, and system integration in making sustainability usable at scale, why carbon pricing is about to become a core input into supply chain decision-making, and the mindset shift leaders need to make as sustainability moves from “business as usual” to business critical.

00:00:00 – Sick-day kickoff and show housekeeping 00:04:57 – Elon Musk pitches "Starfleet Academy" as real life 00:09:41 – Billy Corgan claims government "recruitment" in music 00:14:24 – Howard Stern's shapeshifter guest goes off the rails 00:18:57 – Acid-trip telepathy story turns into UFO obsession 00:26:31 – Lemmy's rumored UFO encounter gets replayed 00:29:27 – Sammy Hagar recounts an alien abduction 00:33:49 – "Crack in the World" frames a coming societal split 00:36:34 – China's "quantum warfare" hype reel lands with a thud 00:41:28 – U.S. electromagnetic plasma weapon fearbait escalates 00:46:22 – Breakfast foods exposed as hidden sugar bombs 00:51:04 – Mark Carney "new world order" clip sparks side-eye 00:55:35 – ABC broadcast glitches into "satanic ritual" footage 00:59:19 – Hasidic upstate village welfare deep-dive 01:04:16 – Yiddish warning letter to a YouTuber gets decoded 01:19:02 – Charlie Kirk shooting chatter spills into call-ins 01:24:03 – "Ditch Day" declares New Year's resolutions dead 01:28:52 – Weight-loss pills pitched as airline fuel savings 01:33:25 – ESG rebrand makes nukes "compliant" 01:38:03 – China's delivery robots go full demolition derby 01:43:03 – AI regulation debate turns into a race-to-the-bottom rant 01:47:19 – Armed Pokémon card heists hit NYC 01:52:17 – Potato suppressor gets legally registered 01:56:19 – Banana-and-hotdog suppressor jokes and show plugs 02:00:05 – Post-signoff audio oddity and fade-out Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research ▀▄▀▄▀ CONTACT LINKS ▀▄▀▄▀ ► Website: http://obdmpod.com ► Twitch: https://www.twitch.tv/obdmpod ► Full Videos at Odysee: https://odysee.com/@obdm:0 ► Twitter: https://twitter.com/obdmpod ► Instagram: obdmpod ► Email: ourbigdumbmouth at gmail ► RSS: http://ourbigdumbmouth.libsyn.com/rss ► iTunes: https://itunes.apple.com/us/podcast/our-big-dumb-mouth/id261189509?mt=2      

AI is reshaping the data center industry faster than any prior wave of demand. Power needs are rising, communities are paying closer attention, and grid timelines are stretching. On the latest episode of The Data Center Frontier Show, Page Haun of Cologix explains what sustainability really looks like in the AI era, and why it has become a core design requirement, not a side initiative. Haun describes today's moment as a “perfect storm,” where AI-driven growth meets grid constraints, community scrutiny, and regulatory pressure. The industry is responding through closer collaboration among operators, utilities, and governments, sharing long-term load forecasts and infrastructure plans. But one challenge remains: communication. Data centers still struggle to explain their essential role in the digital economy, from healthcare and education to entertainment and AI services. Cologix's Montreal 8 facility, which recently achieved LEED Gold certification, shows how sustainable design is becoming standard practice. The project focused on energy efficiency, water conservation, responsible materials, and reduced waste, lowering both environmental impact and operating costs. Those lessons now shape how Cologix approaches future builds. High-density AI changes everything inside the building. Liquid cooling is becoming central because it delivers tighter thermal control with better efficiency, but flexibility is the real priority. Facilities must support multiple cooling approaches so they don't become obsolete as hardware evolves. Water stewardship is just as critical. Cologix uses closed-loop systems that dramatically reduce consumption, achieving an average WUE of 0.203, far below the industry norm. Sustainability also starts with where you build. In Canada, Cologix leverages hydropower in Montreal and deep lake water cooling in Toronto. In California, natural air cooling cuts energy use. Where geography doesn't help, partnerships do. In Ohio, Cologix is deploying onsite fuel cells to operate while new transmission lines are built, covering the full cost so other utility customers aren't burdened. Community relationships now shape whether projects move forward. Cologix treats communities as long-term partners, not transactions, by holding town meetings, working with local leaders, and supporting programs like STEM education, food drives, and disaster relief. Transparency ties it all together. In its 2024 ESG report, Cologix reported 65% carbon-free energy use, strong PUE and WUE performance, and expanded environmental certifications. As AI scales, openness about impact is becoming a competitive advantage. Haun closed with three non-negotiables for AI-era data centers: flexible power and cooling design, holistic resource management, and a real plan for renewable energy, backed by strong community engagement. In the age of AI, sustainability isn't a differentiator anymore. It's the baseline.

This Week In Startups is made possible by:Every.io - http://every.io/LinkedIn Jobs - https://www.linkedin.com/twistZite - http://zite.com/twistToday's show: Why do 40% of Japanese students want to build a company rather than join the corporate workforce?On TWiST, Jason considers this question along with special guest Kathy Matsui, general partner of the global VC fund MPower Partners.Their wide-ranging discussion also features a look inside one of Jason's favorite international companies, Japan's own fashion retailer Uniqlo, where Kathy is a board member. (While in town, he took the opportunity to check out their flagship store in Ginza.)They also take a look back at Japan's economic crisis in the ‘90s, and why recovery took such a very long time… MPower's philosophy while raising their second fund, and why they're so focused on what they call “Japan Dynamism”… the key question of whether Japanese startups should focus on the domestic market first BEFORE chasing global customers… why an ESG (environment, social, governance) focus in Japan is so different from DEI in the US… and much more.Timestamps:(00:00) Kathy Matsui is on the board of one of Jason's favorite companies, Uniqlo (and its parent, Fast Retailing)(10:52) Why deflation in the ‘90s was “poison” for Japanese businesses and workers(13:41) Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit http://every.io/(15:05) Why do American entrepreneurs keep falling in love with Japan?(18:17) How the Japanese government is encouraging more founders to start tech companies(20:05) LinkedIn Jobs - post your job for free at http://linkedIn.com/twist then promote it to get access to LinkedIn Jobs' new AI assistant.(21:15) Why more Japanese grads are becoming entrepreneurs(23:46) What MPower means by “Japan Dynamism” and why they're focused on it for Fund 2(24:26) The various reasons so few female founders are getting funded in Japan(27:38) The differences between MPower's approach and corporate DEI in the US(30:03) Zite - Zite is the fastest way to build business software with AI. Go to https:/zite.com/twist to get started.(31:48) Is the “first Japan, then the WORLD” approach a waste?(35:34) In Japan, you don't build trust in just one meeting…(39:19) Kathy's take on the complex relationship between Japan and the MENA region(42:13) Why the UAE and Saudi Arabia aren't “dumb money,” as some in Silicon Valley assume(43:49) Can Japan still rely on the United States as a strong geopolitical partner? There are question marks…(48:16) Regarding China: “When you move up the stack… be careful what you wish for!”(49:06) Q: Aladdin is developing smart trash cans… Kathy and Jason's tips on founder Yuki Kanai's pitch(54:31) Q: Maya Hojnacki from AltSource Capital asks about how MPower helps startups facing regulatory or policy obstacles(57:17) Q: Hiroki from Goi wants Jason and Kathy's take on Japan's point-based immigration policies(1:06:38) Why Japan desperately needs AI to start taking more jobs*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/Check out the TWIST500: https://twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpThank you to our partners:(13:41) Every.io - For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit http://every.io/(20:05) LinkedIn Jobs - post your job for free at http://linkedIn.com/twist then promote it to get access to LinkedIn Jobs' new AI assistant.(30:03) Zite - Zite is the fastest way to build business software with AI. Go to https://zite.com/twist to get started.Check out all our partner offers: https://partners.launch.co/

In this episode, Dan Hugger speaks with Isaac Willour, an analyst at Bowyer Research, America's leading pro-fiduciary proxy consulting firm, about all things ESG, an investing principle that prioritizes environmental issues, social issues, and corporate governance. What is ESG and how does it influence corporate governance and investment? What moral responsibilities do shareholders have in […]

2025 was a pivotal year for finance. In this episode, we review OneStream Software's biggest 2025 advancements, from AI-driven analytics and ESG reporting to Modern Financial Close and Version 9 enhancements. We also unpack what OneStream's $6.4B acquisition means for AI innovation and long-term strategy, and why these changes matter for CFOs seeking speed, insight, and predictability in a rapidly evolving finance landscape.

1️⃣ Guardiola, Busquets y el “alquiler asequible”: cuando el dinero inteligente ya ha elegido bando. Mientras el discurso político promete abaratar la vivienda, el capital patrimonial hace justo lo contrario: entra con fuerza en el alquiler residencial “asequible” vía SOCIMI. Que inversores de primer nivel como Guardiola y Busquets apuesten por este segmento no es altruismo, es lectura fría del tablero: demanda estructural, ingresos recurrentes y protección frente a inflación y ciclos. En este bloque desmontamos el relato buenista y explicamos por qué el alquiler regulado, bien empaquetado y con sello ESG, se ha convertido en el nuevo activo defensivo del inmobiliario español. 2️⃣ Barcelona regula el alquiler de temporada y habitaciones: menos oferta, más mercado negro. Desde enero de 2026, Catalunya mete casi todo el alquiler temporal bajo control de precios en zonas tensionadas como Barcelona. ¿El resultado real? El sector lo tiene claro: pisos que salen del alquiler y se van a la venta, colectivos expulsados (estudiantes, enfermos, profesionales desplazados) y crecimiento de subarriendos en negro. Analizamos por qué esta regulación no corrige abusos, sino que destruye vivienda profesionalizada, castiga al propietario prudente y empuja la demanda a soluciones más precarias y opacas. 3️⃣ El Estado como casero indirecto: ayudas públicas para reconvertir vivienda privada. Mientras se hunde la oferta privada, las administraciones avanzan otro frente: dinero público para rehabilitar vivienda vacía y meterla en “alquiler asequible” bajo condiciones. Lo que se presenta como revitalización rural y cohesión social es, en la práctica, una entrada progresiva del Estado en la gestión del parque inmobiliario, usando al propietario como ejecutor y al contribuyente como financiador. Aquí ponemos números, incentivos reales y riesgos ocultos para inversores y pequeños propietarios. ✅¿Necesitas un PSI (Personal Shopper Inmobiliario) para acompañarte a invertir en bienes raíces en la Com.Madrid?: magnatesladrillo@gmail.com✅Si vas en serio «La Biblia del Magnate del Ladrillo» está AQUÍ✅

Environmental sustainability is the “mega of all megatrends,” says Nino Tronchetti Provera, founder and managing partner of Ambienta, one of Europe’s largest sustainability-focused asset managers. In this episode of ESG Currents, Bloomberg Intelligence’s Eric Kane and Melanie Rua speak with him about how Ambienta’s engineering-led approach identifies real-economy environmental champions, and why scaling proven industrial solutions can drive both returns and measurable impact. The conversation covers biostimulants, industrial electrification, gaps between Green Deal ambition and reality and the shift from ESG slogans to science-based, financially material investing — a theme central to Bloomberg Intelligence’s ESG 2.0 2026 Outlook. This episode was recorded on Dec. 15.See omnystudio.com/listener for privacy information.

Let's start with the Bad News?The ICE game3 UnitedHealth Group Minnetonka41 Target Minneapolis105 U.S. Bancorp; IR site not working: Minneapolis108 Best Buy Richfield115 CHS Inver Grove Heights174 3M Maplewood216 General Mills Golden Valley230 Ameriprise Financial MinneapolisAnthony Saglimbene, Chief Market Strategist, Ameriprise Financial: Is Corporate America Up For Its First Big Test Of 2026? 1/12/2026“geopolitical and Washington headlines have increased risk, from developments in Venezuela to broader policy noise, including the pending International Emergency Economic Powers Act (IEEPA) decision which didn't occur last week, affordability proposals in Washington, and unexpected policies and executive orders that could impact housing and defense companies”233 C.H. Robinson Eden Prairie262 Land O'Lakes Arden Hills274 Ecolab St. Paul319 Xcel Energy Minneapolis352 Hormel Foods Austin388 Thrivent Financial MinneapolisThe Good GameThe oil CEO who stood up to Trump is a follower of the disciplined ‘Exxon way' with a history of blunt statementsBig Oil executives met at the White House to discuss investing billions to revive Venezuela's oil industry.Exxon Mobil CEO Darren Woods pushed back, calling Venezuela “uninvestable” without long-term reforms.President Trump reacted angrily, calling Exxon “too cute” and signaling he may exclude the company from Venezuela.Woods declined to appease Trump at the expense of Exxon shareholders.Analysts said Exxon stock would likely have fallen if it committed billions to Venezuela's uneconomic, high-risk environment.Veteran analyst Jim Wicklund said Woods was the only executive willing to speak plainly.Industry has little urgency to return to Venezuela, and no deal can offset the extreme political risk.Even sweeter terms wouldn't change the math: political risk outweighs potential rewards by “a factor of 10.”Microsoft Pledges to Pay More for Electricity, Drawing Praise From Trump A senior Microsoft executive on Tuesday addressed the impact data centers have on the electrical costs for home consumers, an increasingly touchy subject that became a political hot button in November's elections.In a blog post ahead of a speech on artificial intelligence, Brad Smith, Microsoft's president, reiterated that Microsoft wants to pay for the electricity its data center use and avoid affecting everyday customers. “We'll ask utilities and public commissions to set our rates high enough to cover the electricity costs for our data centers,” Mr. Smith wrote.US Judge Allows Orsted to Resume $5 Billion Rhode Island Offshore Wind Project Halted by TrumpRevolution Wind is a $5 billion development co-owned by Orsted that aims to deliver renewable power to Rhode Island and Connecticut. It is the first of five offshore wind projects paused by Interior Secretary Doug Burgum in late December over what officials described as radar interference risks identified by the Department of Defense.Trump tries to reduce CEO pay and halt billions in stock buybacks at defense contractorsThe executive order is creating a “new, government-mandated form of ESG,” referring to the environmental, social, and governance framework that grew prominent in recent years and prodded CEOs to focus on their companies' broader stakeholder impact and not just shareholders.Ironically, the prioritization of ESG was derided as “woke” by critics and the administration has been generally hostile toward ESG. The defense contractor order is conceptually similar in that it prods companies to prioritize a customer over maximizing value for shareholders.President Donald Trump signed an executive order zeroing in on pay packages for executives at large defense contractors deemed to have underperformed on existing government contracts while chasing newer, bigger deals, according to the White House. At the same time, the order claims, these companies have bought back billions in stock, enriching both shareholders and executives.“Effective immediately, they are not permitted in any way, shape, or form to pay dividends or buy back stock, until such time as they are able to produce a superior product, on time and on budget,” the order, titled “Prioritizing the Warfighter in Defense Contracting,” states.The order further directs the Secretary of War to identify contractors that have underperformed the terms of their deals with the government and hatch a plan to resolve delays and production issues. If the resolution plan is insufficient, according to the secretary, future contracts will include provisions banning stock buybacks and dividends and will prohibit tying pay to “short-term financial metrics” such as free cash flow or earnings per share.Trump elaborated in a post on his messaging platform Truth Social last week, railing against pay packages in the defense industry, claiming they are “exorbitant and unjustifiable” given the delays in delivering military equipment. Until those issues are remediated, “no Executive should be allowed to make in excess of $5 Million Dollars which, as high as it sounds, is a mere fraction of what they are making now,” the president wrote.US oil lobby group backs repeal of climate rule for vehicles, not power plantsThe American Petroleum Institute supports the Environmental Protection Agency's proposal to repeal the foundation of greenhouse gas regulations for vehicles but not for power plants and other stationary industrial facilities."We would not support repealing the endangerment finding for stationary sources," API President Mike Sommers told reporters, adding that the trade group believes it has "the greatest standing" from a regulatory perspective and it is clear the EPA has authority to regulate greenhouse gas emissions from those sources.Judge: Trump violated Fifth Amendment by ending energy grants in only blue statesCourt Rules Trump DOE Violated the Constitution When It Cancelled Clean Energy Funding in Specific StatesAdministration Action Violated Constitutional Guarantee to Equal Protection Under the LawNorway Pushes Electric Vehicles to Nearly All New Car Sales in 2025Electric vehicles accounted for 95.9 percent of all new car registrations in Norway in 2025, rising to almost 98 percent in December, placing the country far ahead of global peers.A mix of targeted tax relief for low cost electric vehicles and rising charges on petrol and diesel cars has reshaped consumer demand and manufacturer strategy.Norway's approach contrasts with the wider European Union, where weaker demand has prompted a rollback of the planned 2035 ban on internal combustion engine vehicles.Meet autistic Barbie: the newest Mattel doll launched in line intended to celebrate diversityMattel said it developed the autistic doll over more than 18 months in partnership with the Autistic Self Advocacy Network, a nonprofit organization that advocates for the rights and better media representation of people with autismThe eyes of the new Barbie shift slightly to the side to represent how some people with autism sometimes avoid direct eye contact, he said. The doll also was given articulated elbows and wrists to acknowledge stimming, hand flapping and other gestures that some autistic people use to process sensory information or to express excitement, according to Mattel.The development team debated whether to dress the doll in a tight or a loose-fitting outfit, Pervez said. Some autistic people wear loose clothes because they are sensitive to the feel of fabric seams, while others wear figure-hugging garments to give them a sense of where their bodies are, he said. The team ended up choosing an A-line dress with short sleeves and a flowy skirt that provides less fabric-to-skin contact.The doll also wears flat shoes to promote stability and ease of movement, according to Mattel.Each doll comes with a pink finger clip fidget spinner, noise-canceling headphones and a pink tablet modeled after the devices some autistic people who struggle to speak use to communicate.Elon Musk's X Under UK Investigation Over Grok's Sexualized A.I. ImagesA British regulator said it had started a formal investigation into Mr. Musk's chatbot over the spread of illegal images.Malaysia and Indonesia block Musk's Grok over sexually explicit deepfakes Meta removes nearly 550,000 social media accounts under Australian age ban This new crash test dummy could keep women safer in car accidentsWhile regulators have been testing crash impacts for decades, there's a dearth of data on women, who face a higher risk of death in auto accidents. In November, regulators unveiled THOR-05F — short for “Test device for Human Occupant Restraint, 5th-percentile Female” — the first crash test dummy specifically based on a woman's body.Elon Musk's Lawsuit Accusing ChatGPT-Maker OpenAI Of Betraying Its Nonprofit Mission Can Go To Trial, Judge Rules‍ ‍Trump calls for 1-year 10% cap on credit card interest ratesThis is a mistake President': Bill Ackman responds to Trump's call for a one-year 10% cap on credit card interestActivist investors set record number of campaigns in 2025Last year's number of attacks marked a nearly 5% increase over 2024 and eclipsed the previous record of 249 made in 2018, the data showed.

As part of our official DealFlow Discovery Conference Interview Series, produced by Mission Matters, along with our partner DealFlow Events, we're showcasing the innovative companies presenting at the upcoming DealFlow Discovery Conference (January 28-29, at the Borgata in Atlantic City) and the executives behind them. In this episode, Adam Torres interviews Stephen Mullowney, CEO of TRX Gold, about scaling the Buck Reef Gold Project in Tanzania. Stephen discusses operational expansion, a cash flow-driven approach to growth, and TRX Gold's mission to create long-term value for shareholders while supporting local communities. About Stephen Mullowney Mr. Mullowney was appointed CEO in December 2020. He is a former Partner and Managing Director at PricewaterhouseCoopers LLP (PwC), where he led PwC Canada's Deals Mining Group for more than ten years.  Mr. Mullowney has an extensive mining background, working with miners, Governments, and institutional investors across the world and supporting them in making key strategic business, financing, and policy decisions. Mr. Mullowney is a CA, CPA, CFA and holds a BBA from Acadia University. About TRX Gold TRX Gold is a high margin and growing gold company advancing the Buckreef Gold Project in Tanzania. Buckreef Gold includes an established open pit operation and 2,000 tonnes per day process plant with upside potential demonstrated in the May 2025 PEA. The PEA outlines average gold production of 62,000 oz per annum over 17.6 years, and $1.9 billion pre-tax NPV5% at average life of mine gold price of $4,000/oz. The Buckreef Gold Project hosts a Measured and Indicated Mineral Resource of 10.8 million tonnes (“MT”) at 2.57 grams per tonne (“g/t”) gold containing 893,000 ounces (“oz”) of gold and an Inferred Mineral Resource of 9.1 MT at 2.47 g/t gold for 726,000 oz of gold. The leadership team is focused on creating both near-term and long-term shareholder value by increasing gold production to generate positive cash flow to fund the expansion as outlined in the PEA and grow Mineral Resources through exploration. TRX Gold's actions are led by the highest environmental, social and corporate governance (“ESG”) standards, evidenced by the relationships and programs that the Company has developed during its nearly two decades of presence in the Geita Region, Tanzania. This interview is part of our effort to help investors discover compelling companies ahead of the event — and to help CEOs introduce their story to the 1500+ conference attendees. Learn more about the event and presenting companies:https://dealflowdiscoveryconference.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, Heidi Friedman, a partner in our Environmental and Product Liability Litigation groups and co-chair of our Corporate Sustainability practice, hosts a one-on-one conversation with Kristina Beifus, Director of Compliance and Sustainability at American Greetings. She leads the organizations' compliance strategy and sustainability initiatives, ensuring regulatory consistency, mitigating risk and integrating ESG principles across her company's business practices. This discussion originally took place as part of our Power Huddle: Inside the Minds of ESG Gurus series. These conversations examine how company executives from various industries are actively paving the way as ESG trendsetters and championing pragmatic ESG strategies to align with business values while building a sustainability framework to advance their company's ESG goals and practices.

Innovation comes in many forms, and compliance professionals need not only to be ready for it but also to embrace it. Join Tom Fox, the Voice of Compliance, as he visits with top innovative minds, thinkers, and creators in the award-winning #InnovationinCompliance podcast. In this episode, host Tom Fox welcomes Angie McPhail to discuss the transformation of compliance from a regulatory function to a strategic business imperative. Angie shares her professional background, having led the Integrity and Compliance group for the Americas at Juniper Networks before its acquisition by HPE. Key discussions include the evolving role of compliance as a strategic influencer within organizations, the intersection of ethics and integrity with ESG, and the importance of trust in building effective compliance programs. Angie emphasizes the need for compliance professionals to understand business strategy, leverage technology, and build trust to drive sustainable growth. The talk also covers the future outlook for compliance leaders and provides advice on preparing the next generation of compliance professionals. Key highlights: Compliance as a Strategic Business Function Influence and Trust in Compliance Compliance as a Driver of Business Success Managing Reputational Risk Future of Compliance Leadership Resources: Angie McPhail on LinkedIn Innovation in Compliance was recently ranked 4th among Risk Management podcasts by 1,000,000 Podcasts.

Dr. Ashby Monk is the Executive & Research Director of the Stanford Research Initiative on Long-Term Investing. Ashby has studied and advised the largest asset owners in the world for more than twenty years with a particular interest in how to improve outcomes for their beneficiaries and the world. Ash also serves as the Head of Research at Addepar, a fintech company that helps investors make smarter decisions. He has twice appeared on the show – as the 29th guest back in 2017 and again two years ago – and those conversations are replayed in the feed.   Our conversation starts with a recent paper Ashby published called Investor Identity: The Ultimate Driver of Returns. We discuss the descriptors of identity and enabling factors that determine each investor's fingerprint. From there, we dive into technology as an enabler and how technological innovation can improve returns. We then turn to ESG investing and another of Ashby's recent papers, Submergence = Drawdown + Recovery, that discusses the importance of considering the combined drawdown and recovery period in making investment decisions.   For full show notes, visit the episode webpage here.    Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list Access Transcript with Premium Membership    Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)

Send me a messageAI won't fix broken decisions. Capital markets are driving sustainability. And climate risk is already a safety issue.So why are EHS and sustainability still treated as separate systems?In this episode of the Resilient Supply Chain Podcast, I'm joined by Catryna Jackson, Global Environmental Health and Safety and Sustainability Advisor at Evotix, and Monique Parker, Chief Sustainability Officer at Elevra Lithium. Between them, they bring decades of frontline experience across EHS, sustainability, data, and operations. This matters now because climate disruption, regulatory pressure, and supply chain shocks are collapsing the gap between “operational risk” and “sustainability risk” whether companies are ready or not.In our conversation, you'll hear how sustainability momentum in the US has been driven less by regulation and more by investors and insurers. We break down why climate impacts like heat stress, flooding, and wildfires are no longer future scenarios but immediate safety and continuity risks. And you might be surprised to learn why throwing AI at messy ESG data only makes bad decisions faster.We also get practical. We talk about why EHS teams sit on a goldmine of data, how integrating safety and sustainability changes risk visibility at board level, and where most organisations go wrong when they try to “just start reporting”. From CSRD data overload to supply chain engagement failures, this episode cuts through the noise and focuses on decision architecture, not hype.

In this episode of Connected with Latham, complementing Latham's "10 Key Focus Areas for UK-Regulated Financial Services Firms in 2026" report, London partners Rob Moulton and Nicola Higgs and counsel Becky Critchley discuss the key trends for financial services firms in 2026. Amongst other topics, they discuss the Leeds Reforms, the ESG landscape, and enforcement trends.   This podcast is provided as a service of Latham & Watkins LLP. Listening to this podcast does not create an attorney client relationship between you and Latham & Watkins LLP, and you should not send confidential information to Latham & Watkins LLP. While we make every effort to assure that the content of this podcast is accurate, comprehensive, and current, we do not warrant or guarantee any of those things and you may not rely on this podcast as a substitute for legal research and/or consulting a qualified attorney. Listening to this podcast is not a substitute for engaging a lawyer to advise on your individual needs. Should you require legal advice on the issues covered in this podcast, please consult a qualified attorney. Under New York's Code of Professional Responsibility, portions of this communication contain attorney advertising. Prior results do not guarantee a similar outcome. Results depend upon a variety of factors unique to each representation. Please direct all inquiries regarding the conduct of Latham and Watkins attorneys under New York's Disciplinary Rules to Latham & Watkins LLP, 1271 Avenue of the Americas, New York, NY 10020, Phone: 1.212.906.1200

In this episode we chat to Jamie Strauss, CEO and co-founder of Digbee, a company working at the intersection of mining, capital markets, and sustainability. Jamie has spent decades observing the mining industry through multiple cycles—booms, busts, and long stretches where the sector struggled for relevance with investors and the broader public. In this conversation, we'll step back from short-term commodity noise and dig into the deeper structural questions facing mining today: what the industry keeps getting wrong, why ESG has become such a polarising concept, and where sustainability and credibility genuinely translate into financial value rather than narrative. We'll also explore some uncomfortable truths about mine development and operation, the most under appreciated opportunities hiding in plain sight, and what ultimately breaks if the sector continues to rely on the same playbook as it heads toward 2026. We talk about execution, trust, and whether mining can evolve fast enough to meet the world's growing dependence on its outputs—without losing its licence to operate along the way. KEY TAKEAWAYS The mining industry often suffers from optimism bias, where management teams underestimate risks and overestimate timelines for project completion Despite skepticism surrounding ESG (Environmental, Social, and Governance) initiatives, there is a growing recognition that responsible mining practices can lead to lower operational risks To regain trust, companies must communicate transparently about their operations and sustainability efforts, demonstrating accountability and responsibility to investors, communities, and regulators. Companies that effectively integrate sustainability into their operations tend to outperform their peers. By focusing on responsible practices, these companies can reduce risks and enhance their market position BEST MOMENTS "Every cycle, the industry convinces itself that this time is going to be different."  "The biggest problem with that in the current market is most of the money is coming from private equity, and they have seven-year lives, typically."  "The industry has done a terrible job of communicating this... We have just not proven it."  "If you can begin to demonstrate how you're taking care of your workers... you tend to end up with less problems." GUEST RESOURCES https://www.linkedin.com/in/jamiestrauss/ https://www.linkedin.com/company/digbee/ https://digbee.com/ VALUABLE RESOURCES Mail:        ⁠rob@mining-international.org⁠ LinkedIn: ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ X:              ⁠https://twitter.com/MiningRobTyson⁠  YouTube: ⁠https://www.youtube.com/c/DigDeepTheMiningPodcast⁠  Web:        ⁠http://www.mining-international.org⁠ CONTACT METHOD ⁠rob@mining-international.org⁠ ⁠https://www.linkedin.com/in/rob-tyson-3a26a68/⁠ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

Damion 2026 PredictionsThe "Ghost Board" MovementFollowing the 2025 retreat from ESG, a major S&P 500 company (likely in the energy or defense sector) will successfully petition to keep its director bios private for "national security” or “personal safety reasons"Trend starts at a Big Data company using China as an excuse with a single, government-connected director whose identity is kept secret for “national security reasons”By mid-2026, "blind governance" becomes a trend where investors vote for directors identified only by a serial number and a list of "alpha-generating achievements"The “Ghost Board” movement ultimately backfires as shareholders start to vote against subpar achievementsBlackRock and State Street scrap public stewardship for private, encrypted channels with board chairs—Welcome to Dark GovernanceThe 100% Variable Pay CEOCEO Pay routinely targets $1B+ packages, using 100% “at-risk” pay as an excuseThe Rise of "Corporate Sovereignty" ZonesThink the SpaceX "Starbase" model: a major tech or manufacturing firm will strike a deal with a poor red state (like West Virginia or Mississippi, et al) to create a "Special Innovation District" or some other made up name likeAdvanced Innovation ZoneStrategic Innovation CorridorFreedom Technology DistrictAnti-DEI, Pro-ROI Innovation ParkInside these zones, the company provides the police, the utilities, and the "credits/scrip" used at the grocery storeThis revival of the 19th-century company town uses the excuse of "infrastructure efficiency" or “ESG-free zone”The Death of the “Public” Annual MeetingAfter the 2025 proxy season proved shareholders could still be annoying, companies codify mandatory virtual-onlyAI moderators pre-screen questions for “civility” and “relevance,” eliminating most investor dissentShareholders wishing to speak must demonstrate ownership of $1M+—because democracy is not for impoverished nunsElon Musk formally steps back from day-to-day operations at Tesla but calls it an “AI-enabled leadership leverage” and not a full resignation and thus keeps his pay package, with full board approval.Multiple large companies stop using the word “independent” in director bios, replacing it with “objective” or “experienced” or “industry-aligned” or “deeply informed.”Like Europe, board chairs increasingly become the primary public voice on operational and governance issues instead of CEOs, leading to a significant increase in chair pay.A sharp increase in director pay follows due to “heightened complexity and security issues.”The Jay Hoag effect: companies start to exclude attendance data from proxy statements.A company ties massive NEO bonuses to “AI adoption speed,” which becomes completely discretionary and unmeasurable. Starts in Big Data and then happens everywhereMatt 2026 PredictionsWill happen:Sam Altman is caught lying to investors (and no one cares)30% of the S&P 500 will seek to implement a “retail voting” program by the fallHighest retail vote companies: Tesla (~30%), Intel (~30%), AT&T (~30%), Exxon (~30%), Apple (~30%), Pfizer (~30%), Verizon (~25%) - real paragons of board independenceCompanies where executives are suggesting college degrees or elite college degrees are “stupid” do not stop hiring largely from pools of people who have college degrees and/or went to elite colleges25% of CEO pay packages in the US move to “3 year vesting, pretend moonshot, billion plus, no clawback, no strings”Jay Hoag will not be voted off the Netflix boardIn the absence of engagement, precatory proposals, or other shareholder rights, there is one thing for shareholders left: vote no on director campaigns from NON ACTIVISTS (by which I mean institutional investors / pension funds with less than 5% or 13G filers)Specifically - there will be a 150% increase in exempt solicitationsAt least 10% of US large cap companies will have AI “board advisors” - bots that advise boards on legal and governance issuesCould happen:Mass labor movementThe 2025 “badge of honor” that was layoffs, the absolute bonanza of CEO pay, the explosion of “AI billionaires” and “AI took your job” stories, and the attempt to crush labor rights will escalate into the first violent confrontation between employees and their corporate overlordsWidespread strikes will hit, but in the least likely of places: tech and finance, where employees are replaced with AI faster than in other sectorsNatural outgrowth of the “it's someone else's fault” movement - everything is someone else's fault, not management's fault, with the primary culprit of lazy employees - we fired you and it's your fault, not oursThe anti-woke go woke and realize how much data they don't have, but need, to be anti-wokeAt least 1 large company announces it will no longer produce any employee metrics at all, not the count of employees, the names of executives (except where demanded by regulation), or any information that people work thereWith Oracle pioneering the co-Vice Chair and co-CEO roles on the board, and Target pioneering the underperforming executive chair, we see the first round of “Co-Executive Chairs” where the new ex-CEO stays on the board just under the old ex-CEOSeems absurd, but entirely possible:The first billion dollar option pay package for a non-executive director (7 year vest, zero at risk for performance)JPMorgan's new AI proxy voting robot starts an activist campaign seeking to vote out the Tesla boardA US board pays a “retention bonus” worth $20m in options due to the threat of Trump administration intervention and the CEO is close with the administrationExxon will add “shareholder demands” as a risk in their annual report

One of the greatest lessons I've been gifted as host of Chatter That Matters is seeing how much impact one individual can have when they choose purpose over comfort. This episode is a powerful reminder of that truth. At the centre is Tim Cormode, whose life changed during a moment of stillness alone on a glacier. That clarity led him to build Power to Be, using nature as a pathway to dignity, confidence, and possibility for people told their limits were fixed. Tim shares what two decades in the charitable sector taught him, not just about impact but about what is broken in how we give, from fear of risk to a scarcity mindset that holds good organizations back. That experience sparked his next chapter, Power to Give, a bold rethinking of philanthropy rooted in trust, shared resources, and treating generosity as the investment it truly is. From a kayak on the water to a small-town skate park that drew an unexpected visit from Tony Hawk, Tim's story shows what becomes possible when imagination meets action. The conversation then widens with Andrea Barrack, Senior Vice President of Corporate Citizenship and ESG at RBC. Andrea shares how RBC's new Purpose Framework is turning values into action. With a $2 billion commitment by 2035, RBC is focused on skills for a changing world and more equitable prosperity. If you believe impact is built by people, not slogans, and that purpose is found by doing, not saying, you will love this episode as much as I did making it.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchSolar projects in Great Britain are often framed as a trade-off: can we combat climate change without compromising the countryside? Increasingly, the answer is yes. Across the country, solar developers are not only installing panels but actively restoring and enhancing the ecosystems around them.Biodiversity Net Gain (BNG) is reshaping what responsible solar development looks like. Many leading projects are far exceeding the statutory 10% requirement, transforming intensively farmed monoculture into thriving habitats. These sites now deliver clean power while providing farmers with stable, long-term income—showing we don't have to choose between renewable energy and rich, living landscapes.In this conversation, Fran Button - deputy CEO at British Solar Renewables joins Ed to unpack how solar developers are designing projects that benefit both the grid and the natural world.• Why ecologists must establish a biodiversity baseline before construction begins.• How some developments are achieving BNG scores of 200% or more - well beyond what regulations demand.• Whether high-tech energy generation can genuinely coexist with low-tech agriculture.• Dispelling the misconception that solar farms are empty that solar developments lack ecological value.• How solar energy is providing farmers with a stable income stream that allows them to continue farming.About our guestFran Button is Deputy CEO of British Solar Renewables where she is responsible for all aspects of risk management and ESG. With a background as a specialist non-contentious construction lawyer involved in drafting and negotiating complex building contracts. Fran has particular expertise in renewables projects having being involved in large-scale solar development and funding and energy from waste projects.British Solar Renewables are developing, building, and operating renewable energy projects that power homes, businesses, and communities. From green fields to grid connection - creating clean energy that strengthens the UK's resilience, supports biodiversity, and delivers lasting value for people and the planet. For more information head to their website. https://britishrenewables.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

Want the latest news, analysis, and price indices from power markets around the globe - delivered to your inbox, every week?Sign up for the Weekly Dispatch - Modo Energy's unmissable newsletter.https://bit.ly/TheWeeklyDispatchSolar projects in Great Britain are often framed as a trade-off: can we combat climate change without compromising the countryside? Increasingly, the answer is yes. Across the country, solar developers are not only installing panels but actively restoring and enhancing the ecosystems around them.Biodiversity Net Gain (BNG) is reshaping what responsible solar development looks like. Many leading projects are far exceeding the statutory 10% requirement, transforming intensively farmed monoculture into thriving habitats. These sites now deliver clean power while providing farmers with stable, long-term income—showing we don't have to choose between renewable energy and rich, living landscapes.In this conversation, Fran Button - deputy CEO at British Solar Renewables joins Ed to unpack how solar developers are designing projects that benefit both the grid and the natural world.• Why ecologists must establish a biodiversity baseline before construction begins.• How some developments are achieving BNG scores of 200% or more - well beyond what regulations demand.• Whether high-tech energy generation can genuinely coexist with low-tech agriculture.• Dispelling the misconception that solar farms are empty that solar developments lack ecological value.• How solar energy is providing farmers with a stable income stream that allows them to continue farming.About our guestFran Button is Deputy CEO of British Solar Renewables where she is responsible for all aspects of risk management and ESG. With a background as a specialist non-contentious construction lawyer involved in drafting and negotiating complex building contracts. Fran has particular expertise in renewables projects having being involved in large-scale solar development and funding and energy from waste projects.British Solar Renewables are developing, building, and operating renewable energy projects that power homes, businesses, and communities. From green fields to grid connection - creating clean energy that strengthens the UK's resilience, supports biodiversity, and delivers lasting value for people and the planet. For more information head to their website. https://britishrenewables.com/About Modo EnergyModo Energy helps the owners, operators, builders, and financiers of battery energy storage understand the market — and make the most out of their assets.All episodes of Transmission are available to watch or listen to on the Modo Energy site. To stay up to date with our analysis, research, data visualisations, live events, and conversations, follow us on LinkedIn. Explore The Energy Academy, our bite-sized video series explaining how power markets work.

"Going green" has transitioned from a PR commitment to a core financial strategy. For corporate finance teams, the challenge is no longer whether to invest in sustainability, but how to fund it while delivering long-term financial returns.In this episode of Corporate Finance Explained on FinPod,  we move past the buzzwords to explore the specific financial mechanics, specialized debt instruments, and ROI frameworks used to fund the global corporate energy shift.The Sustainability Toolkit: How Companies Fund the TransitionFinance teams have moved beyond simple carbon offsets to a sophisticated mix of capital tools:Green BondsThese work like regular corporate bonds, but the proceeds are strictly ring-fenced for eligible environmental projects (e.g., Apple's multi-billion dollar bonds for renewable supply chains). Because they attract a massive pool of ESG-mandated capital, they often result in a lower cost of borrowing. Sustainability-Linked Loans (SLLs)Unlike green bonds, the funds can be used for general corporate purposes. However, the interest rate is performance-based, tied to predefined KPIs (e.g., reducing CO2 emissions). If the company hits its targets, the interest rate drops. Power Purchase Agreements (PPAs)Long-term contracts (10–20 years) to buy renewable energy at a fixed price. This allows companies like Google and Meta to lock in energy costs and avoid fossil fuel volatility without the massive CapEx of building their own wind farms.+3The ROI Framework: Modeling the "Green" Business CaseTo approve these investments, finance teams use a five-pillar framework to calculate Net Present Value (NPV):1. Direct Cost Savings: Immediate P&L impact from energy efficiency and waste reduction (e.g., Walmart's $1B in annual energy savings).2. Risk Reduction: Sustainability initiatives reduce exposure to carbon taxes and regulatory penalties. In finance terms, this lowers the company's Risk Beta, allowing for a lower discount rate in valuation models.3. Capital Efficiency: Strong ESG performance lowers the Weighted Average Cost of Capital (WACC), providing a competitive edge in how the company finances itself.4. Revenue Growth: Accessing new customer segments and enabling premium pricing for sustainable products.5. Intangible Value: Enhancing brand equity and attracting top talent—harder to quantify but vital for long-term shareholder value.Case Studies: Strategy in ActionØrsted: Transformed from a fossil-fuel-heavy utility to a world leader in offshore wind by divesting old assets and aggressively raising capital through green bonds.Ford: Issued a $2.5B green bond specifically to fuel its EV transition (e.g., F-150 Lightning), signaling market credibility and securing cheaper financing.Microsoft: Applies the same rigor to carbon removal credits as it would to a multi-million dollar factory, analyzing ROI on direct air capture credits to hit its "carbon negative" goal.

Allen and Joel are joined by Nathan Davies from Lloyd Warwick to discuss the world of wind energy insurance. Topics include market cycles, the risks of insuring larger turbines, how critical spares can reduce downtime and costs, why lightning claims often end up with insurers rather than OEMs, and how AI may transform claims data analysis. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining light on wind. Energy’s brightest innovators. This is the Progress Powering tomorrow. Allen Hall: Nathan, welcome to the program. Thank you for having me. So you are, you’re our link to the insurance world, Nathan, and there’s been so many changes over the past 12, 24 months, uh, not just in the United States but worldwide. Before we get too deep into any one subject, can you just give us a top level like, Hey, this is what’s happening in the insurance world that we need to know. So there’s  Nathan Davies: obviously a lot of scope, a lot of development, um, in the wind world. Um, you know, there’s the race to scale. Um, and from an insurance perspective, I think everybody’s pretty tentative about where that’s going. Um. You know, the, the theory that are we trying to [00:01:00] run before we can walk? Um, what’s gonna happen when these things inevitably go wrong? Uh, and what are the costs gonna be that are associated with that? ’cause, you know, at the moment we are used to, to claims on turbines that are circa five megawatts. But when we start seeing 15 megawatt turbines falling over. Yeah, it’s, it’s not gonna be a good day at the office. So, um, in the insurance world, that’s the big concern. Certainly from a win perspective at least.  Joel Saxum: Well, I think it’s, it’s a valid, uh, I don’t know, valid bad, dream. Valid, valid risk to be worried about. Well, just simply because of like the, the way, uh, so I’ve been following or been a part of the, that side of the industry for a little while here the last five, six years. Um. You’ve seen The insurance world is young in renewables, to be honest with you. Right. Compared to a lot of other places that like say the Lord Lloyd’s market, they’ve been writing insurance for hundreds of years on certain [00:02:00] things that have, like, we kind of know, we know what the risks are. We, and if it develops something new, it’s not crazily new, but renewables and in wind in specific haven’t been around that long. And the early stuff was like, like you said, right? If a one megawatt turbine goes down, like. That sucks. Yeah. For everybody, right? But it’s not the end of the world. We can, we can make this thing happen. You’re talking, you know, you may have a, you know, your million, million and a half dollars here, $2 million here for a complete failure. And then the business interruption costs as a, you know, with a one megawatt producing machine isn’t, again, it’s not awesome, but it’s not like it, uh, it doesn’t break the books. Right. But then when we’re talking 3, 4, 5, 6. Seven megawatts. We just saw Siemens cesa sell the first of their seven megawatt onshore platforms the other day. Um, that is kind of changing the game and heightening the risk and makes things a little bit more worrisome, especially in light of, I mean, as we scaled just the last five, [00:03:00] 10 years, the amount of. Failures that have been happening. So if you look at that and you start expanding it, that, that, that hockey stick starts to grow. Nathan Davies: Yeah, yeah, of course. And you know, we, we all know that these things sort of happen in cycles, right? It’s, you go, I mean, in, in the insurance world, we go through soft markets. We go through hard markets, um, you know, deductibles come up, the, the clauses, the restrictions, all those things get tighter. Claims reduce. Um, and then you get sort of disruptors come into the market and they start bringing in, you know, challenging rates and they start challenging the big players on deductibles and preferential rates and stuff like that. And, and then you get a softening of the market, um, and then you start seeing the claims around up again. But when you twin that with the rate of development that we see in the renewables worlds, it’s, it’s fraught for all sorts of. Weird and wonderful things happening, and most of them are quite expensive.  Joel Saxum: Where in that cycle are we, in [00:04:00] your opinion right now? So we, like when I first came into the market and I started dealing with insurance, it was very, we kept hearing hardening, market hardening, market hardening market. But not too long ago, I heard from someone else that was like, Hey, the market’s actually getting kind of soft right now. What are your thoughts on that? And, and or may, and maybe we let, let’s precursor that there’s a lot of people that are listening right now that don’t know the difference. What is a hard market? What is a soft market? Can you give us that first?  Nathan Davies: When you’re going through a soft market, it’s, it’s a period where they’ve either been, um, a limited volume of claims or the claim values have been quite small. Um, so, you know, everybody gets. It’s almost like becoming complacent with it, right? It’s like, oh, you know, things are going pretty well. We’re having it. It looks like the operators, it looks like the maintainers are, are doing a pretty good job and they know all of the issues that are gonna be working through in the lifetime of these products. So for the next however many years, we can anticipate that things are gonna gonna go pretty well. But as you see those [00:05:00] deductibles come down, you start getting more of the attritional claims, like the smaller values, um, the smaller downtime periods, all that sort of thing, start coming in as claims. And all of a sudden insurers are like, well, hang on a second. All of a sudden we’ve got loads and loads of claims coming in. Um. All of the premium that we were taking as being bled dry by, by these, these attritional claim. Um, and then you get like a big claim coming. You get a major issue come through, whether it’s, you know, a, a serial issue with a gearbox or a generator or a specific blade manufacturer, and all of a sudden the market starts to change. Um, and insurers are like, well, hang on a second. We’ve got a major problem on our hands here. We’re starting to see more of this, this specific piece of technology being rolled out, um, worldwide. Um, we are in for a lot of potential claims on this specific matter in the future, and therefore we need to protect ourselves. And the way that insurers do that is by [00:06:00] increasing or deductibles, um, increasing their premiums, all that sort of thing. So it’s basically that. Uh, raises the threshold at which a claim can be presented and therefore minimizes the, the outlay for insurers. So that’s sort of this, this cycle that we see. Um, I mean, I can’t, I’ve, I’ve only been in loss adjusting for six years, so I can’t say that I’ve seen, you know, um, multiple cycles. I’ve, I’m probably at the end of my first cycle from a hardening to a softening market. Um. But also, again, I’m not in the underwriting side of things. I’m on the claims side of things, so I own, I’m only seeing it when it’s gone wrong. I don’t know about everything else that the insurance market sees.  Joel Saxum: Yeah, the, the softening part, I think as well from a macro perspective, when there’s a softening market, it tends to bring in more capital. Right. You start to see more, more and more companies coming in saying, Hey, I’ve got, [00:07:00] and when I say companies, I mean other capital holders to beat for insurance, right? Like these, the big ones you see, the big Swiss and German guys come in and going, like, I got, I got $500 million I’ll throw into renewables. It seems like to be a good, pretty good bet right now. And then the market starts to change and then they go, uh, oops. Yeah.  Nathan Davies: And that’s it. You know, you’ve got the, the StoreWatch of the renewable insurance market like your G cubes and, and companies like that who’ve been in the game for a very long time. They’ve got a lot of experience. They’ve been burned. Um, they know what they want to touch and what they don’t want to touch. And then you get. Renewables, everybody wants to be involved. It covers their ESG targets. It’s, it’s a good look to move away from, you know, your, your oil and your coal and all the rest of it. So, of course, companies are gonna come into it. Um, and if they’re not experienced.  Allen Hall: They will get banned. How much reliance do operators have at the moment on insurance? Because it does seem like, uh, Joel and I talk [00:08:00]to a lot of operators that insurance is part of their annual revenue. They depend upon getting paid a certain amount, which then opens up the door to how sort of nitpicky I’ll describe it as the claim. They’ll file. Are you seeing more and more of that as, uh, some of the operators are struggling for cash flow, that there are going after more kind of questionable claims? Um, I think it depends on  Nathan Davies: the size of the operator. So you’ve, you’ve obviously got your, your big players, you’ve got your alls and your rws and all of those sort of guys who, the way that they manage their insurance, they’ve probably got, you know, special purpose vehicles. They’ve got, um, sites or clusters of sites that they manage finances independently. They don’t just have the one big or pot. It’s, it’s, it’s managed sort of subdivisions. Um. Those, those guys, we don’t typically tend to see like a big push for a [00:09:00] payment on account partway through a claim. It’s, it’s typically sort of the smaller end of the scale where you might have, um, an operator that manages a handful of smaller, um, assets. The way that we look at it is if you don’t ask, you don’t get, so when we talk to an insured, it’s like. Present your costs, you know, we’ll review them and it’s, it’s better that you present all of your costs and insurers turn around and say, you’re not eligible for this. You know, that that element of it will be adjusted, um, rather than not present something. And it’s like, well, you know, your, your broker then comes further down the line when they say you could have claimed that element of, of the cost. So, um. Typically that’s the approach that we take is, is present everything and we’ll work through and let you know which elements aren’t claimable.  Joel Saxum: When we’re talking insurance policies, there can be, you know, like an operator, an owner of a turbine asset can have them. Then there is construction policies and [00:10:00] there’s the EPC company might have a policy and ISP may have a policy. So, so many policies because at the end of the day, everybody’s trying to protect themselves. Like, we’re trying to protect the bottom line. Tr that’s what insurance us for, that’s why we’re here. Um, but so, so, so, so gimme a couple things. Like in your opinion as, let’s look, well, I wanna stay in the operator camp right now, say, during a non non-commission policy, a actual operating policy, wind farm is in the ground, we’re moving along. What are some of the things that, from an, from a loss adjuster’s perspective, that a operator should be doing to protect themselves? I mean, besides. Signing an insurance contract. Yes. But is it, is it good record keeping? Is it having spares on site? Is it, what does that look like from your perspective when you walk into something,  Nathan Davies: if you were to take the insurer’s dream operator, that would be somebody who, and you, you’ve kind of hit the nail on the head with a lot of those points, Joel, the, the. The golden [00:11:00] operator would have like a stash of critical spares because the last thing they want to be relying on is, um, an OEM who, you know, they, they’ve, they’ve stopped manufacturing that bit of kit three years ago. They now want to sell you the latest and greatest. It’s 18 months lead time or something like that. Oh yeah, absolutely. And so you are now having to look at potentially refurbishment through. Whether that’s through sort of approved, um, processes or not. Um, you might be looking at, um, sort of, um, aftermarket providers. You know, there, there’s, as soon as you are looking at an aged asset, you are, you are in a really complicated position in terms of your repairability. Um, because, you know, a as we know, you get to sort of that three, five year period after you’ve purchased the product, you’re in real jeopardy of whether or not it’s gonna be. Gonna have that continued support from the original equipment manufacturer. So [00:12:00] critical spares is a really good thing to, it’s, it’s just obviously a really good thing to have. Um, and how you can manage that as well is if you have, um, a customer of sites that are all using the, the same equipment, you could sort of share that between you. There, there could be. Um, so we, we’ve sinned that where, um. An umbrella company has multiple sites, multiple SPVs. Um, they were all constructed at the same sort of time. They’ve got the same transformers, you know, the same switchgear, same infrastructure, and they hold a set of spares that cover these, all these sites. ’cause the last thing you want to do is buy a load of individual components for one site. You are then paying to maintain them, to store them to, you know, there’s, there’s a lot of costs that come with. Along with that, that you, you don’t wanna be covering. If that’s just for the one site and it’s the [00:13:00] eventualities, that may never happen. So if you’ve got multiple sites and you can spread those costs, all of a sudden it’s a lot more, um. Could  Joel Saxum: you see a reality where insurers did that? Right? Where like a, like a, like a consortium of insurance companies gets together and buys, uh, half a dozen sets of blades and generators and stuff that they know are failures that come up, or they have a pool to pull from themselves to, to avoid these massive bi claims. Nathan Davies: Yeah. I mean maybe there’s, maybe there’s the potential for a renewables pool. I mean, it’s always. Complicated. As soon as you start trying to bring sort of multiple companies together with an agreement of that sort of scale, it’s gonna be challenging. But, um, I mean, yeah, in an ideal world, that would be be a great place to be. Um, so critical spares is, that’s, that’s a key thing we, we have seen. So we, we’ve got, um, one account that we work with that they’ve actually got a warehouse full of critical spares. [00:14:00] So they, they have a lot of, um, older turbine models, um, sort of typically, um, 2015 through to, well, yeah, from about 2012 to 2015. Um, these sites were commissioned so they knew there was a, a finite lifetime, uh, replacement blades, generators, gear, boxes, what have you, and it’s like we’ve. A huge number of assets. So what we should do is retain certainly a number of gearboxes and generators that you, we can utilize across, um, the fleet. And obviously they then keep a rolling stock of refurbishment and repairs on those. But they, they basically included in their, their premium spreadsheet, they’ve got all of their individual sites. Then they’ve got a warehouse that is full of all their spares, and that is an inuring asset, is their warehouse full of critical spares. Joel Saxum: So what  Nathan Davies: happens to  Joel Saxum: that  Nathan Davies: person then? Does  Joel Saxum: their premiums go [00:15:00] down? Because they have those spares, they’ve got really low deductibles on their bi. So there’s a business case for it probably, right? Like if you’re sitting there, if you’re, if you’re, you’re an accountant, you can figure that out and say like, if we hold these spares for this fleet, like if you’re, if you’re a fleet, if you have a homogenous fleet, say you’ve got a thousand turbines that are basically all the same model. W you should have centrally located amongst those wind farms, a couple of blade sets, a couple of generators, couple of pitch bearings, couple of this, couple of that. And you can use them operationally if you need to, but it’s there as spares, uh, for insurance cases. ’cause you’ll be able to re reduce your insurance premiums or your insurance deductibles. Allen Hall: That’s remarkable. I don’t know a lot of operators in, at least in the United States that have done that, I’m thinking more of like Australia where it’s hard to get. Parts, uh, you, you probably do have a little bit of a warehouse situation. That’s really interesting because I, I know a lot of operators are thinking about trying to reduce their premiums and simple things like that would, I would imagine it make a huge difference [00:16:00] in what they’re paying each year and that that’s a smart move. I, I wanna ask about the IEC and the role of certification in premiums. What does it mean and how do you look at it as an industry? Uh, one of the things that’s happening right now is there’s a number of, I think some of the major IEC documents in, in our world, in the lightning world are going through revision. Does that, how do, how do you assess that risk that the IEC specs or the sort of the gold standard and you have the certification bodies that are using them to show that the turbines are fit for purpose. Is there a reliance upon them? Does, does it help reduce premiums if there’s an I-E-C-I-I, I’m not even sure how the industry, the insurance industry looks at it. Or is it more of how the turbines perform in the first year or two, is how, what’s gonna really gonna drive the premium numbers? I mean, insofar as  Nathan Davies: I eecs, it’s, that’s a really tough question. It’s, it’s [00:17:00]interesting that you ask that. ’cause um, I mean certainly from the lightning perspective, the, the IEC. We look at on that the blades need to withstand a lightning strike of a known value, but even within that, they, within the IEC, there’s an allowance of like 2%, I think, um, for blade strikes that can still cause damage even if they’re within the rate of capacity of the LPS. Um, so in the insurance world, this is a big gray area because each, um, operator has a, a turbine, uh, has a blade failure because of a lightning strike. They’ll then immediately go to the OEM and say, um, you know, we’ve had had a lightning strike, we’ve had a blade failure. Can you come and repair or replace the blade? Sure, no bother. Um, down the line, we have an insurance claim for this repair or replacement. And insurers are like, well, what’s the lightning data? And if that’s within the [00:18:00] LPS standard, it’s like, well, why have. Why is this not covered under warranty? And, you know, you, your OEMs will always turn around and say, force majeure. Um, it’s, it’s that 2%. So the IEC, even though that’s, you know, it’s, it’s best standards, it still has a degree of allowance that, um, the OEMs can slip through and be like, well this, this falls with insurance. And again, I can only speak for what I’ve seen, but that is. We see, I’d say, um, Lloyd Warwick, we probably see 50 plus notifications a year for blade damage from lightning and, um, almost every time if it’s within the capabilities of the LPX, the OEM or say towards majeure and Atlanta with insurers. Allen Hall: Well, is there a force majeure for gearboxes or generators or transformers? [00:19:00] Is, is there a 2% rule for transformers? I don’t, I don’t think so. Maybe there is, but it is, it, it is a little odd, right, that, that there’s so many things that are happening in the insurance world that rely upon the certification of the turbine and the sort of the expected rates of failure. I have not seen an operator go back and say, we have a 3% rate of, of damage of my transformers, so therefore I wanna file a claim. But that, that doesn’t seem to occur nearly as often as on the lightning side where it’s force majeure is used probably daily, worldwide. How do we think about that? How do we, how do we think about the transformer that fails versus the lightning damage? Are they just considered just two separate things and uncontrollable? Is that how the insurance industry looks at it? If we, if we would  Nathan Davies: talk about transformers. So the fact is that we see on those can vary from, you know, it’s, it’s a minor electrical component that that goes, um, [00:20:00] which is relatively easy to pin down. But then at the other end of the spectrum, you’ve got a fire where it’s. You know, with all, all the will in the world, you could go in and investigate, but you’re not gonna find the cause of that fire. Um, you know, the damage is so great that you, you could probably say, well, the ignition point is there because that’s where the most damages occurred and it’s spread out. But, but how is that occurred? The know, and we, we do have that, that happens not frequently, but um. You know, as an engineer, I, I want to get to the bottom of what’s caused things, but, but all too often we come away from a claim where it’s like we don’t know exactly what’s caused it, but we can’t confirm that it’s excluded in the policy and therefore it, it must be covered and, you know, the claim is valid. Um, so in, in terms of causation and the standards and all the rest of it.  Joel Saxum: It goes to an extent. So this is a, this is another [00:21:00] one. So Alan was talking about lightning and blades. Then we talked about transformers a little bit. I wanna talk about gear boxes for just a second, because gearbox usually, um, in, in my, my experience in, in the wind world, claims wise, it’s pretty black and white. Was it, did it, did it fail? This is how it failed. Okay. Blah, blah, blah. Did was maintenance done at blah? So I heard the other day from someone who was talking about, uh, using CMS. On their, on their gener, on their, uh, gearbox, sorry. So it was an operator said, Hey, we should be, and, and a company coming to them saying, well, you should be monitoring CMS. This is all the good things it can do for you operationally. And the operator, the owner of the turbine said, I don’t want it, because if I know there’s something wrong, then I can’t claim it on insurance if it fails. Does that ring  Nathan Davies: true to you? Part of our process would be to look at the data. Um, so we know nine times out of 10 there is condition [00:22:00] monitoring, there is start out there, there, all this stuff. The operator, um, assistance tools, and if we can look at a gearbox vibration trend. Um, along with, you know, bearing temperature, uh, monitoring and all that sort of thing. And if you can see a trend where the vibrations are increasing, the temperatures are increasing, um, and there’s no operator maintain maintenance intervention, then, you know, if, if you, if you’ve received an alarm to say, Hey, there’s something wrong with me, you should probably come and have a look and you’ve done nothing about it, then. It’s,  Joel Saxum: it’s not great. Okay. So, so that, so that it rings, it kind of in a sense, rings true, right? That what that operator was saying, like the way their mind was working at that stage. ’cause this is, this is during, again, like, so we, Alan and I from the uptime network and just who we are, like we know a ton of people, we know [00:23:00] solutions that are being sold and, and this her about this. And I was like, man, that seems like really shortsighted, but there’s a reality to it that kind of makes sense, right? If they don’t have. I, it, it just seems unethical, right? It seems like if I don’t have the budget to fix this and I don’t wanna look at it, so I’m just waiting for it to fail. I don’t want the notifications so then I can claim it on insurance. ’cause I don’t wanna spend the money to go fix it. Like, seems, seems not cool.  Nathan Davies: Yeah. So the, I mean the, the process, the process of the insurance claim, if, if you want to look at it in almost an over simplistic way, um, a claim is notified. Um, to trigger an operational policy, there needs to be proof of damage, right? So in this instance, your gearbox has failed, whether that’s gear, teeth have have been pulled off, you’ve had a major bearing failure, whatever it is. So there’s your damage. So insurers are now [00:24:00] engaged. Um, the rules of the game. It’s now on insurers to prove that whatever has caused that damage is an exclusion. So in this instance, um, you know, that might be wear and tear, gradual deterioration, uh, could be rust. Um, and, and part of that is poor workmanship. Um, so if they have knowingly like. Cover their shut, their eyes covered, their ears just ignored this gearbox slowly crunching its way to, its, its inevitable death. You know, it, it’s not reasonably unforeseen. It’s not an unpredictable event. This was going to happen if you can see that, that trend, um, towards the failure, um, and in that light, it would, in theory be an uninsured event. Um, but [00:25:00] we know that. 90 plus percent of owner operators have, at least on their drive train, they have some sort of condition monitoring, whether that’s, you know, temperature sensors, vibration sensors, uh, noise sensors, you know, all that sort of stuff. We know that it’s there, but what’s really interesting in the claims process is. The first thing that we’ll ask is, where’s your proof of damage? Let’s see your alarm data, your scarda data, all this sort of thing.  Joel Saxum: Does the RFI get responded to?  Nathan Davies: Yeah, yeah, yeah. Um, and it’s like, oh no, we, you know, we don’t have the SCARDA data. And we’ve had instances where a company, a company had turned around and said, oh, we don’t have any SCARDA data for the time of this event. It’s like, oh, that’s interesting. And worked our way through the process. And eventually insurers were like, you know what? We’re, we’re gonna deny this one. We’re not. Things aren’t adding up, we are not happy with it. Um, and all of a sudden out the woodwork, we get scar data, we get the, the insured’s, um, failure report, [00:26:00] which I mean, there was computational flow dynamics. There were, there were like all sorts of weird and wonderful data that had been thrown into the, this failure analysis. And it’s like, well, you’ve done our jobs for us. Why did you not just hand this over at the beginning? We know that this stuff exists, so. Just, just playing, playing dumb itch. It’s just a frustration really.  Allen Hall: It does seem like the operators think of loss adjustment in insurance companies as having a warehouse full of actuaries with mechanical calculators and they’re back there punching numbers in and doing these calculations on. I lost this gearbox from this manufacturer at, at this timeframe, and, and I understand all this data. That’s not how it works, but I do think there’s this, uh, assumption that that. Uh, there’s a in wind energy that because of the scale of it, there’s a lot of, of backend research that’s happening. I, I don’t think that’s true, or, I mean, you can tell me if it’s true or not, [00:27:00] but I don’t think so. But now, in the world of AI where I can start to accumulate large sets of data and I have the ability to process it with just a single person sitting in front of a laptop, is it gonna get a little harder for some of these claims that have Mercury, just really shady histories to get? Approved.  Nathan Davies: I, I think that’s inevitable. You know, whenever we go and speak to an insurer, you know, insurers are always interested, are interested in what’s the latest claims data, what are the trends that we’re seeing, all this sort of thing. So we’ll sit down with them for an hour and a half and we’ll say, oh, this was interesting. This is what went well, this is what didn’t go so well. And then they always sort of grab us just as we’re about to leave and we’ve, we’ve said our goodbyes, and they’re like, so you guys have a. Claims database. Right? Every time. Yep. And it’s like, how’d you feel about, about sharing your data? And it’s, it’s every insurer without failure. They’re like, let’s see your claims [00:28:00] database. Okay. Right. So we can share, we can share some information. Obviously it needs to be sanitized. We don’t want to provide identifying information, all that sort of stuff. You’re looking at thousands and thousands of lines of data. And the big problem that we have with any database like this is, it’s only as good as the data that’s been entered, right? So if, if every claims handler, if every loss adjuster is entering their own data into this database, my interpretation of, of a root cause failure, maybe different to somebody else’s. So what we are gonna start seeing in the next year to three years. Is the application of AI to these databases, to to sort of finesse the poor quality data that’s been entered by multiple, you know, it’s, it’s too many cooks. Spoiled broth. All of these people have entered their own interpretation of data, will start to see AI finesse [00:29:00] that, and all of a sudden the output of it will be. Really, really powerful, much better risk models. Yeah. And I think that’s, that’s inevitable in the next two to five years. Um, and I think insurers will, but again, the, we go back to the cyclic thing. So the, the data that we have is the claims that we’ve had over the past however many years, but all the while that the OEMs are manufacturing. New gearboxes, new generators, new blades. We don’t know about the problems that are gonna come out the woodwork. We can tell you about failures that might happen on aged assets, but we can’t tell you about what’s gonna fail in the future. Allen Hall: Well, is there an appetite to do what the automobile world is doing on the automobile insurance? Have basically a plugin to monitor how the driver is doing the State Farm drive safe and [00:30:00] save. Yeah. Your little black box is, is that where eventually this all goes? Is that every turbine’s gonna have a little black box for the insurance company to monitor the asset on some large scale, but then that allows you then to basically to assess properly what the rates should be based on the actual. Data coming from the actual turbines so that you, you can get a better view of what’s happening.  Nathan Davies: I mean, it’s challenging because obviously you can only get so much from, from that monitoring data. So arguably that’s, that’s like the scarda data. But then there’s, there’s the multiple other inputs that we’re looking at. I’d say the vast majority of claims come from some form of human intervention. And how do you record that? Human intervention.  Allen Hall: Right? You, it’s like getting an oil change in your car. If the guy forgets to put the oil plug in. Pretty much you’re, you’re gonna get a mount down the road and engine’s gone. [00:31:00] And that’s, that may be the, that may be ultimately where this all goes. Is that a lot of it’s just human error.  Nathan Davies: Yeah. It’s, you know, we, we can take the, the operating data, you can start to finesse maintenance reports and, and try to plug that into this data stream. But you can guarantee, like you can absolutely bet your bottom dollar, but when there’s an insurance claim and it’s like. That one key document that you need that will answer that question, nobody knows  Allen Hall: where it is. This has been a great discussion and Nathan, we need to have you back on because you provide such great insights as to what’s happening in the insurance world and and the broader wind energy world and. That’s where I like talking to you so much. Nathan, how do people get a hold of you? Can they reach you via LinkedIn?  Nathan Davies: Yeah, I’m on LinkedIn. Um, you can also find me, um, on the Lloyd Warwick website. Sounds great.  Allen Hall: Nathan, thank you so much for being on  Nathan Davies: the podcast. Right. Appreciate it. Thank you so much [00:32:00] guys.

Thank you to our sponsor, Uniswap! In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by macro strategist Peter Tchir to unpack one of the most consequential geopolitical events in years: the U.S. capture of Venezuelan President Nicolás Maduro. The conversation explores why Bitcoin surged past $94,000, what the operation signals about U.S. power and strategy, and how investors should think about energy, supply chains, and national security in a shifting global order. The group also debates whether crypto's 24/7 markets are revealing a structural weakness in traditional finance, whether Latin America is poised for an investment renaissance, and why “production for security” may replace ESG as the dominant investment framework. Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guest: Peter Tchir, Head of Macro Strategy at Academy Securities Links: Bitcoin Rallies to $93,000 After U.S. Attack on Venezuela The Venezuelan Oil Narative is PURE THEATRE Venezuela: The $60B+ Bitcoin "Shadow Reserve" Learn more about your ad choices. Visit megaphone.fm/adchoices

In this essential Alternative Allocations podcast episode, Tony and guests dissect the 2026 outlook, offering crucial insights for financial advisors navigating commercial real estate, private equity secondaries, and private credit. Discover the macro themes shaping these dynamic sectors, from new cycles in real estate to the growing need for liquidity in private equity. Tune in to equip yourself with the knowledge to identify opportunities in the evolving private markets landscape. *********** Anant Kumar is a managing director and head of research with Benefit Street Partners, based in our West Palm Beach office. Prior to joining BSP in 2015, Mr. Kumar worked in the capital markets advisory group at Lazard Frères and the leveraged finance group at Deutsche Bank. Mr. Kumar received a Master of Business Administration from the University of Chicago, a Master of Science from Stanford University, and a Bachelor of Engineering from Visvesvaraya Technological University in India. Taylor Robinson is a Partner of Lexington Partners, primarily focused on sourcing, negotiating, and executing secondary transactions. Taylor joined Lexington Partners in 2008 from JPMorgan, where he was in investment banking and leveraged finance. Aside from his investment focus and other Firm responsibilities, he is a member of Lexington's ESG steering committee and Franklin Templeton's global Stewardship & Sustainability Council. ​​Jeb Belford, equity owner and Managing Director, is the Chief Investment Officer of Clarion Partners. He is chairman of the Firm's Investment Committee, and a member of the Executive Board​. From 2013-2021, Jeb was the lead Portfolio Manager of the Firm's open-end core fund, with overall responsibility for fund management and portfolio strategy. From 2005-2012, Jeb was the Portfolio Manager for the Firm's value-add investment platform. Prior to becoming a portfolio manager, Jeb was a senior member of the Firm's Acquisitions Group, completing investments across a broad range of strategies. His background includes all key aspects of portfolio management, including acquisitions, financing and sales totaling over $20 billion in all property types and risk strategies, in markets across the U.S., Brazil and Mexico. Jeb joined Clarion Partners in 1995 and began working in the real estate industry in 1984.​​ ​************ Resources: 2026 Private Market Outlook Executive Summary Anant Kumar | LinkedIn Taylor Robinson | LinkedIn Rick Schaupp | LinkedIn Alternatives by Franklin Templeton Tony Davidow, CIMA® | LinkedIn

Join us for our special ESG Decoded x Climate Week NYC video series, where leading minds gathered in New York City to shape our sustainable future. Explore breakthrough ideas, bold conversations, and the urgent actions driving sustainability forward! These leaders aren't just talking about change — they're driving it. Each episode delivers real-world insights and inspiration you can apply to make an impact in your own sphere.Be part of the change! Stay tuned for more episodes from this exclusive series. For now, let's decode ESG together.-Music and climate might seem like separate worlds—but singer-songwriter, Rozzi, proves they're powerfully connected. In this episode of ESG Decoded x Climate Week NYC, Emma Cox sits down with Rozzi for an inspiring conversation on art, personal impact, and the role of music and artists in driving climate action.  Rozzi opens up about her experience evacuating during California wildfires and navigating the challenges of low-impact touring. She shares how musicians can lead by example, even when sustainability feels out of reach. The discussion touches on her evolving perspective, her climate-focused track Orange Skies, and the importance of using your platform and influence—onstage or off—to make a difference. This episode highlights how culture and creativity can amplify climate awareness and inspire meaningful action.  Subscribe and follow ESG Decoded for more thought-provoking conversations from Climate Week NYC—your gateway to the world's brightest sustainability minds and actionable ideas.-Episode Resources: Rozzi's “Orange Skies” (Chapter 2 Version): https://open.spotify.com/track/4Y2ZhE91YTh1LCZfbW7LhW?si=162b843d14b94ef9 Sounds Right – Music Industry Nature Royalties Initiative: https://www.soundsright.earth/Music Declares Emergency: https://www.musicdeclares.net/Billie Eilish x Support+Feed Climate Video: https://www.youtube.com/watch?v=vI_hvB35Cyo Green Touring Guide (Julie's Bicycle): https://juliesbicycle.com/resource/green-touring-guide/ NRDC – Climate Impacts of Wildfires: https://www.nrdc.org/stories/wildfires-and-climate-change UNEP – Art for the Environment: https://www.unep.org/explore-topics/environmental-rights-and-governance/what-we-do/art-environment -About ESG Decoded ESG Decoded is a podcast powered by ClimeCo to share updates related to business innovation and sustainability in a clear and actionable manner. Join Emma Cox, Erika Schiller, and Anna Stablum for thoughtful, nuanced conversations with industry leaders and subject matter experts that explore the complexities about the risks and opportunities connected to (E)nvironmental, (S)ocial and (G)overnance. We like to say that “ESG is everything that's not on your balance sheet.” This leaves room for misunderstanding and oversimplification – two things that we'll bust on this podcast.ESG Decoded | Resource Links Site: https://www.climeco.com/podcast-series/Apple Podcasts: https://go.climeco.com/ApplePodcastsSpotify: https://go.climeco.com/SpotifyYouTube Music: https://go.climeco.com/YouTube-MusicLinkedIn: https://www.linkedin.com/company/esg-decoded/IG: https://www.instagram.com/esgdecoded/*This episode was produced by Singing Land Studio About ClimeCoClimeCo is an award-winning leader in decarbonization, empowering global organizations with customized sustainability pathways. Our respected scientists and industry experts collaborate with companies, governments, and capital markets to develop tailored ESG and decarbonization solutions. Recognized for creating high-quality, impactful projects, ClimeCo is committed to helping clients achieve their goals, maximize environmental assets, and enhance their brand.ClimeCo | Resource LinksSite: https://climeco.com/ LinkedIn: https://www.linkedin.com/company/climeco/IG: https://www.instagram.com/climeco/

Join us for our special ESG Decoded x Climate Week NYC video series, where leading minds gathered in New York City to shape our sustainable future. Explore breakthrough ideas, bold conversations, and the urgent actions driving sustainability forward! These leaders aren't just talking about change — they're driving it. Each episode delivers real-world insights and inspiration you can apply to make an impact in your own sphere.Be part of the change! Stay tuned for more episodes from this exclusive series. For now, let's decode ESG together.-Music and climate might seem like separate worlds—but singer-songwriter, ⁠Rozzi⁠, proves they're powerfully connected. In this episode of ESG Decoded x Climate Week NYC, ⁠Emma Cox⁠ sits down with Rozzi for an inspiring conversation on art, personal impact, and the role of music and artists in driving climate action.  Rozzi opens up about her experience evacuating during California wildfires and navigating the challenges of low-impact touring. She shares how musicians can lead by example, even when sustainability feels out of reach. The discussion touches on her evolving perspective, her climate-focused track ⁠Orange Skies⁠, and the importance of using your platform and influence—onstage or off—to make a difference. This episode highlights how culture and creativity can amplify climate awareness and inspire meaningful action.  Subscribe and follow ESG Decoded for more thought-provoking conversations from Climate Week NYC—your gateway to the world's brightest sustainability minds and actionable ideas.-Episode Resources: Rozzi's “Orange Skies” (Chapter 2 Version): ⁠https://open.spotify.com/track/4Y2ZhE91YTh1LCZfbW7LhW?si=162b843d14b94ef9⁠ Sounds Right – Music Industry Nature Royalties Initiative:⁠ https://www.soundsright.earth/⁠Music Declares Emergency:⁠ https://www.musicdeclares.net/⁠Billie Eilish x Support+Feed Climate Video: ⁠https://www.youtube.com/watch?v=vI_hvB35Cyo⁠ Green Touring Guide (Julie's Bicycle): ⁠https://juliesbicycle.com/resource/green-touring-guide/⁠ NRDC – Climate Impacts of Wildfires: ⁠https://www.nrdc.org/stories/wildfires-and-climate-change⁠ UNEP – Art for the Environment: ⁠https://www.unep.org/explore-topics/environmental-rights-and-governance/what-we-do/art-environment⁠ -About ESG Decoded ESG Decoded is a podcast powered by ClimeCo to share updates related to business innovation and sustainability in a clear and actionable manner. Join Emma Cox, Erika Schiller, and Anna Stablum for thoughtful, nuanced conversations with industry leaders and subject matter experts that explore the complexities about the risks and opportunities connected to (E)nvironmental, (S)ocial and (G)overnance. We like to say that “ESG is everything that's not on your balance sheet.” This leaves room for misunderstanding and oversimplification – two things that we'll bust on this podcast.ESG Decoded | Resource Links Site:⁠ https://www.climeco.com/podcast-series/⁠Apple Podcasts:⁠ https://go.climeco.com/ApplePodcasts⁠Spotify:⁠ https://go.climeco.com/Spotify⁠YouTube Music:⁠ https://go.climeco.com/YouTube-Music⁠LinkedIn:⁠ https://www.linkedin.com/company/esg-decoded/⁠IG:⁠ https://www.instagram.com/esgdecoded/⁠*This episode was produced by ⁠Singing Land Studio⁠ About ClimeCoClimeCo is an award-winning leader in decarbonization, empowering global organizations with customized sustainability pathways. Our respected scientists and industry experts collaborate with companies, governments, and capital markets to develop tailored ESG and decarbonization solutions. Recognized for creating high-quality, impactful projects, ClimeCo is committed to helping clients achieve their goals, maximize environmental assets, and enhance their brand.ClimeCo | Resource LinksSite:⁠ https://climeco.com/⁠ LinkedIn:⁠ https://www.linkedin.com/company/climeco/⁠IG:⁠ https://www.instagram.com/climeco/⁠

Happy New Year energy nerdsAs tradition demands (and lawyers insist), the first episode of the year is the annual ritual where Gerard, Laurent, and Michael boldly predict the future of the energy transition… and then publicly roast themselves for last year's bad calls.Before unleashing our 2026 Predictions, we do a mandatory rewind to the crystal-ball disasters of 2025: The 2025 prophecy graveyard:US oil production down in 2025 (MB — bold, brave… wrong)Oil at $40/bbl in 2025 (GR — oof)Geopolitics + broken supply chains + energy chaos = a better, more innovative world (LS — still hoping)A bloodbath for hydrogen in transportation (MB — disturbingly accurate)Record installs: Solar 700GW, EVs 20m, Batteries 200GWh (spot on)The death of all things labelled ESG, Climate, and Carbon (LS — prematurely optimistic)Scorecard: Gerard absolutely nailed Silver: from $30/oz to $60/oz in 18 months. BP technically survived 2025… but welcomed a new CEO, so partial credit at best.Michael wins overall, which he will remind us of repeatedly. After heroic levels of co-host sabotage, Laurent loses again, as is now canon.Our 2026 Predictions:

In Ep. 121, Jerry Bowyer interviews Rick Graber, CEO of The Bradley Foundation and former U.S. Ambassador to the Czech Republic, on the right’s shift from classical liberalism to nationalism, the failure to defend capitalism, and victories against DEI and ESG. Graber warns about judicial overreach and rising anti-Semitism, explains how Bradley Foundation grantees are steering corporations back to principle, and shares why, despite deep divisions, there’s still reason for optimism about America’s future.See omnystudio.com/listener for privacy information.

Is now a good time to look for a new role in sustainability?In this episode of The Greener Way, host Michelle Baltazar discusses the recruitment challenges and opportunities in the sustainability sector with Richard Evans, founder and chief executive of Talent Nation.They explore critical issues including low staff retention rates, the necessity of executive support, and the impact of economic pressures on sustainability roles.Richard emphasises the importance of hiring the right talent, understanding organisational needs, and the rising demand in 2026 for roles focused on disclosures and compliance.00:58 Guest Introduction: Richard Evans01:14 Retention issues on ESG roles03:10 Survey insights on burnout and turnover05:31 Challenges on the job06:37 Solutions for staff retention and support10:21 Blurring lines between roles2:53 Current job market and opportunities7:54 Final thoughts and practical tipsThis podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

THE ORIGINS OF CORPORATE RADICALIZATION AND STAKEHOLDER CAPITALISM Colleague Charles Gasparino, Fox Business correspondent and author of Go Woke, Go Broke. Gasparino discusses his book Go Woke, Go Broke, tracing the origins of corporate radicalization to the 2008 financial crisis and the rise of ESG and DEIinitiatives. He explains how asset managers like BlackRock's Larry Fink embraced "stakeholder capitalism" to enforce progressive changes while seeking profit and social adulation. NUMBER 1

  Serial entrepreneurs drive significant economicimpact in the U.S., with firms generating 67% higher sales anddisproportionately boosting job growth, despite making up only about 3.5% ofbusiness owners, while overall small businesses are booming (5.2M newapplications in 2024), average nonemployer revenue hovers around $58k, andmillions of one-person companies are hitting the million-dollar mark, showingvaried revenue landscapes, Shopify reports.Entrepreneur Paul Shrater is currently the owner or co-owner of over a dozencompanies and brands in various sectors, including e-commerce, third-party logistics/fulfillment,contract packaging in food and beauty, promotional products, foodservicedistribution, joint ventures, supplements, homeopathics, art, and TikToktalent/brand management. The companies span 3 buildings that total approximately.100k sq. ft.  He is a graduate of the acclaimed Wharton School ofBusiness, a speaker at national conferences in the areas of e-commerce, and hasappeared in numerous national television and print media.From 1995 to 2004, Shrater worked in the film and televisionindustry, with offices on the Sony lot, and highlighted by selling anaction-comedy script based on Shrater's original idea for over a milliondollars. Shrater is a graduate of the University of Pennsylvania'sacclaimed Wharton School. He has spoken at several national conferences, such as theIRCE, IRCE Focus, B2B Online, B2B Connect, and B2B Multichannel Summit; locallyat EDC, Hub 101, 805 Startups, and VC Innovates.He has participated as a judge in venture competitions andhas guest lectured at universities on topics such as e-commerce, supply chainmanagement, and change management.  He has authored a blog for WhartonMagazine and has been an adjunct faculty member at California LutheranUniversity, where he taught an experiential class in integrated marketingcommunications. Shrater has also appeared on such networks as CNBC and beenquoted in such publications as Forbes and USA Today. He consults with companies in various industries, includingdigital streaming, alternative advertising platforms, ESG, and more.  LinkedIn @PaulJ.ShraterDiscover More: Minimusfulfillment.bizLearn More: Minimusproducts.bizGet Digital: https://digitalcommerceagency.com/For more information: https://paulshrater.com/  

The good news is that we are more than halfway through this insane decade. The bad news is that things appear to be trending in the wrong direction, and one has to consider the question:  “what will even be left when 2030 arrives?”From the crimes of COVID, to the creation of ESG, to the forced introduction of up to 20 million illegals through the southern border, things in America have changed drastically since the decade began. The intentional destruction of the West started in 2020 and will be completed by the end of the decade, just in time for Agenda 2030 by the United Nations.—Watch the video version on one of the Macroaggressions Channels:Rumble: https://rumble.com/c/Macroaggressions YouTube: https://www.youtube.com/@MacroaggressionsPodcast—MACRO & Charlie Robinson LinksHypocrazy Audiobook: https://amzn.to/4aogwmsThe Octopus of Global Control Audiobook: https://amzn.to/3xu0rMmWebsite: www.Macroaggressions.io Merch Store: https://macroaggressions.dashery.com/ Link Tree: https://linktr.ee/macroaggressionspodcast—Activist Post FamilyActivist Post: www.ActivistPost.com Natural Blaze: www.NaturalBlaze.com —Support Our SponsorsAnarchapulco: https://anarchapulco.com/ | Promo Code: MACROC60 Power: https://go.shopc60.com/PBGRT/KMKS9/ | Promo Code: MACROChemical Free Body: https://chemicalfreebody.com/macro/ | Promo Code: MACROWise Wolf Gold & Silver: https://macroaggressions.gold/ | (800) 426-1836LegalShield: www.DontGetPushedAround.com EMP Shield: www.EMPShield.com | Promo Code: MACROGround Luxe Grounding Mats: https://groundluxe.com/MACRO Christian Yordanov's Health Program: www.LiveLongerFormula.com/macro Above Phone: https://abovephone.com/macro/Van Man: https://vanman.shop/?ref=MACRO | Promo Code: MACROThe Dollar Vigilante: https://dollarvigilante.spiffy.co/a/O3wCWenlXN/4471 Nesa's Hemp: www.NesasHemp.com | Promo Code: MACROAugason Farms: https://augasonfarms.com/MACRO —

Stavebný sektor sa mení: digitalizácia prináša presné modelovanie, robotizácia uľahčuje procesy a ekologické technológie zabezpečujú energeticky efektívne bývanie v súlade s ESG štandardmi.Ale viete, ako budete žiť a bývať povedzme o dve dekády? Aké materiály nahradia tie dnešné a ako sa naše domy prispôsobia čoraz extrémnejším klimatickým podmienkam? Už to totiž nie je len o estetike a cene, ale predovšetkým o zdraví, ekológii a energetickej efektivite.V podcastovom rozhovore s Tomášom Seppom, zodpovedným za business development v spoločnosti Baumit, sme sa ponorili do roku 2045, aby sme preskúmali, čo nás čaká v stavebníctve, v preferenciách zákazníkov a v technologických inováciách.

Dr. Ron Wallace is a Canadian environmental scientist, regulator, and energy policy expert who served as a Permanent Member of the National Energy Board (NEB) from 2013 to 2016. With a background in environmental management and energy regulation, he has been a prominent voice in critiquing federal energy policies, particularly those impacting Canada's oil and gas sector. Dr. Tammy Nemeth is a Canadian-born historian and strategic energy analyst based in Oxford, UK, specializing in energy policy, security, geopolitics, ESG challenges, and the global energy transition. With a PhD in history from the University of British Columbia, she has over a decade of experience in energy research, including a 13-year tenure as editor and book review editor for H-Net's H-Energy network. She runs ESG2 Insight, a consulting firm providing tailored analyses on emissions reporting, renewable energy feasibility, AI's energy demands, and hydrocarbon policies.Tickets to Cornerstone Forum 26': https://www.showpass.com/cornerstone26/Tickets to the Mashspiel:https://www.showpass.com/mashspiel/Silver Gold Bull Links:Website: https://silvergoldbull.ca/Email: SNP@silvergoldbull.comText Grahame: (587) 441-9100Bow Valley Credit UnionBitcoin: www.bowvalleycu.com/en/personal/investing-wealth/bitcoin-gatewayEmail: welcome@BowValleycu.com Prophet River Links:Website: store.prophetriver.com/Email: SNP@prophetriver.comUse the code “SNP” on all ordersGet your voice heard: Text Shaun 587-217-8500

Send me a messageCan your pension quietly sabotage your climate and supply chain goals without you ever knowing?What if one of the biggest risks to resilience isn't logistics or energy, but where your money sleeps at night?In this episode, I'm joined by Scott Ryan, founder and CEO of Investature, to unpack a part of the sustainability conversation that's usually ignored. Finance. Specifically, the financial supply chain hidden inside pensions, retirement plans, and long-term investments. And why it matters now, when climate risk, stranded assets, and resilience are colliding.We dig into why pensions, with their 20–30 year horizons, are paradoxically funding the very risks they're meant to protect against. You'll hear how financial supply chains can dwarf Scope 1, 2, and even Scope 3 emissions, and why most sustainability strategies still fail to account for them. We break down why reallocating even 1% of global capital could materially close the climate finance gap, without sacrificing returns or fiduciary responsibility.You might be surprised to learn why bonds, not equities, may be the most powerful lever for climate action, how “double bottom line” investing actually works in practice, and why education and incentives matter more than regulation alone. Scott also explains why ESG has become a distraction, and how clearer, data-driven financial choices can drive real behaviour change across organisations and supply chains.If you care about supply chain resilience, sustainability, risk, and visibility, this conversation connects dots most people never see. Quietly. Uncomfortably. Usefully.

DCF Trends Summit 2025 Session Recap As the data center industry accelerates into an AI-driven expansion cycle, the fundamentals of site selection and investment are being rewritten. In this session from the Data Center Frontier Trends Summit 2025, Ed Socia of datacenterHawk moderated a discussion with Denitza Arguirova of Provident Data Centers, Karen Petersburg of PowerHouse Data Centers, Brian Winterhalter of DLA Piper, Phill Lawson-Shanks of Aligned Data Centers, and Fred Bayles of Cologix on how power scarcity, entitlement complexity, and community scrutiny are reshaping where—and how—data centers get built. A central theme of the conversation was that power, not land, now drives site selection. Panelists described how traditional assumptions around transmission timelines and flat electricity pricing no longer apply, pushing developers toward Tier 2 and Tier 3 markets, power-first strategies, and closer partnerships with utilities. On-site generation, particularly natural gas, was discussed as a short-term bridge rather than a permanent substitute for grid interconnection. The group also explored how entitlement processes in mature markets have become more demanding. Economic development benefits alone are no longer sufficient; jurisdictions increasingly expect higher-quality design, sensitivity to surrounding communities, and tangible off-site investments. Panelists emphasized that credibility—earned through experience, transparency, and demonstrated follow-through—has become essential to securing approvals. Sustainability and ESG considerations remain critical, but the discussion took a pragmatic view of scale. Meeting projected data center demand will require a mix of energy sources, with renewables complemented by transitional solutions and evolving PPA structures. Community engagement was highlighted as equally important, extending beyond environmental metrics to include workforce development, education, and long-term social investment. Artificial intelligence added another layer of complexity. While large AI training workloads can operate in remote locations, monetized AI applications increasingly demand proximity to users. Rapid hardware cycles, megawatt-scale racks, and liquid-cooling requirements are driving more modular, adaptable designs—often within existing data center portfolios. The session closed with a look at regional opportunity and investor expectations, with markets such as Pennsylvania, Alabama, Ohio, and Oklahoma cited for their utility relationships and development readiness. The overarching conclusion was clear: the traditional data center blueprint still matters—but power strategy, flexibility, and authentic community integration now define success.

Send us a textA public inquiry into Lumi's £2bn government bailout exposes Pierpoint's role in the disastrous IPO, where Robert is sent to testify in front of a UK select committee. The episode lays bare how firms protect themselves in crises: lawyers serve the institution, not employees, and blame is carefully redirected toward anyone expendable enough to absorb the fallout.The real financial bombshell, however, happens quietly back on the trading floor. Sweetpea's risk model shows that Pierpoint's entire IPO pipeline is collapsing amid an ESG downturn is actually far worse than anticipated due to prop bets the company took to invest in ESG companies using large tranches of debt that are now coming due. We get into whether this is allowed post–financial crisis (short answer no) BUT the show isn't wrong that this is what people have been worried about in "private credit" now that banks can no longer make these prop bets.The episode positions Pierpoint as something far more fragile than it appears — an institution facing a potential Lehman-style reckoning not from reckless traders (see the prior episode), but from bad investments made by Pierpoint iteself. “Company Man” may be light on deal mechanics, but it sets the stage for the next episode which is arguably one of our favroites. Learn more about 9fin HERE Shop our Self Paced Courses: Investment Banking & Private Equity Fundamentals HEREFixed Income Sales & Trading HERE Wealthfront.com/wss. This is a paid endorsement for Wealthfront. May not reflect others' experiences. Similar outcomes not guaranteed. Wealthfront Brokerage is not a bank. Rate subject to change. Promo terms apply. If eligible for the boosted rate of 4.15% offered in connection with this promo, the boosted rate is also subject to change if base rate decreases during the 3 month promo period.The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC. Wealthfront Brokerage is not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable APY. Sources HERE.

2025 REVIEW QUIZ:True or False: Nearly half of directors think their board adds insufficient value.What percentage of directors said their board adds no value at all? A) 10% B) 18% C) 31% D) 69% (nice)True or False: Women run 11% of Fortune 500 companies in 2025.True — 11%. Don't clap.Women hold 24% of CEO pipeline roles but only ___% of promotions. A) 24% B) 16% C) 8% D) 0%, if the board had its wayWhich company plans to automate up to 90% of privacy and societal risk reviews using AI? A) OpenAI B) Meta C) Google D) Twitter (sorry, “X”)Why did BlackRock get removed from Texas' boycott list? A) Legal challenge B) Accounting error C) ESG retreat D) They promised not to say “climate” out loudWhy did PepsiCo say it delayed its net-zero target from 2040 to 2050? A) The board miscalculated emissions B) Shareholders voted against climate goals C) A change in climate accounting rules D) “The systems around us” weren't readyTrue or False: UK financial regulators scrapped mandatory rules because “DEI paperwork is annoying.”True: UK financial regulators scrapped mandatory DEI rules citing regulatory burden.The new acronym JPMorgan prefers over “DEI” is:D&IEDIDOI“Diversity, Opportunity & Inclusion”“Please Stop Asking”Which word even became unsafe during federal climate language purges? A) Sustainability B) Climate C) Resilience D) All of them, cowardWhich CEO criticized ISS and Glass Lewis as “incompetent”? A) Elon Musk B) Jamie Dimon C) Larry Fink D) All men eventuallyWhich phrase best describes modern CEO accountability? A) Robust B) Improving C) Optional D) DecorativeHaw many women have founded and led a Fortune 500 company?oneBonus: Who was that woman?Marion Sandler: Co‑founder and co‑CEO (with her husband Herbert Sandler) of Golden West Financial. True or False: Board gender diversity plateaued around 30%.True — Progress hit a ceiling and called it success.What % of Russell 3000 boards have 50% women?6%15%22%Enough to declare victoryTrue or False: MI6 appointed its first female chief in 2025.True — MI6 got there before corporate America. Blaise MetreweliWhich ESG metric disappeared first from earnings calls?Diversity statisticsEmissions targetsHuman rights languageAll of the above, but quietlyThe most common excuse for oversized boards:ComplexityGlobal reach“We need all these people”Founder feelingsWhich industry saw the biggest rollback in ESG commitments?EnergyFinanceConsumer packaged goodsTech pretending it's neutralWhat's the fastest-growing category of CEO compensation?Cash bonusesStock optionsPerformance shares“Retention” awards for stayingWhat's the most common DEI rebrand in 2025?BelongingCultureTalent strategyRisk managementWhat actually drives CEO pay upward during stock declines?Peer benchmarking“Retention risk”Board discretionFearWhy are women overrepresented in “glass cliff” roles?Risk toleranceCrisis opticsLimited pipelineConvenient scapegoatingWhat is the most accurate definition of “independent director” in 2025?No financial tiesNo employment tiesNo visible conflictNo intention of rocking the boatScoring Rubric23–25 correct: “Governance Adult” You actually listen. Disturbing.18–22 correct: “Proxy Advisor Apologist” You skimmed. You nodded. You missed the point.13–17 correct: “Boardroom Vibes Guy” You believe independence is a feeling.8–12 correct: “CEO Whisperer” You think pay packages are earned and boards try their best.Below 8: “Kimbal Musk” Please stop hosting the showWhich of these headlines are most likely to occur in 2026:Elon Musk announces Groxxx69, the latest iteration of Grok AI dedicated entirely to porn, 69, weed, pro wrestling, Call of Duty, and matchbox cars: 2DoorDash announces a 12 year $8.4bn pay package for CEO Tony Xu: 9DoorDash announces cutting staff 80% due to AI: 8Costco Caves to Trump, Cuts DEI: 1ISS and Glass Lewis announce new zero page voting policy: 5Brian Cornell resigns from Target board: 7CEO of McDonald's refuses to resign after admitting to affair with other executives: 8Sam Altman says he is terrified: 6Shareholders overwhelming vote out directors early in proxy season: 9Tim Cook announces retirement in 2028: 1

Send us a textClimate change is a global problem—but climate capital doesn't flow globally.In this episode of FUTUREPROOF., Jeremy sits down with Lassor Feasley, co-founder and CEO of Renewables.org, to unpack why some of the highest-impact climate solutions on Earth remain dramatically underfunded.Renewables.org applies a Kiva-style crowdfunding model to distributed solar projects across the Global South. Individuals can invest as little as $25 into no-interest loans that fund solar installations—and are repaid monthly over five years, allowing capital to be recycled again and again.Lassor explains why:A dollar invested in Global South solar can deliver up to 5x the carbon impact of a comparable U.S. projectTraditional climate fintech and ESG models break down in frontier marketsRepayment isn't just financial—it's proof of impactDesign, not just technology, determines whether climate solutions scaleThis conversation goes beyond solar panels to explore systems, incentives, trust, and the future of climate finance—and why everyday individuals may be better positioned than institutions to fund the energy transition where it matters most.If climate change is a race against time, this episode asks a harder question: are we deploying capital where it actually counts?

If you feel overwhelmed by conflicting commercial real estate forecasts, you're not alone. In this episode, Crosby and Zina cut through the noise by synthesizing insights from nine major industry sources, including CBRE, JLL, NAIOP, NAR Commercial, the Mortgage Bankers Association, and leading financial publications. They break down what's really shaping the 2026 CRE landscape, from tight capital markets and refinancing risk to sector-by-sector performance and the disruptive forces of technology and ESG. The takeaway is clear: commercial real estate is no longer about broad recovery, but about selectivity, function, and future-proof assets   What you'll learn from this episode Why debt availability, not demand, is the biggest factor shaping commercial real estate in 2026 How the upcoming maturity wall is forcing owners to refinance, recapitalize, or reposition assets What cap rate expansion means for pricing, valuations, and stalled deal flow The way the office market is dividing into high-quality assets and functionally obsolete properties Which commercial sectors are positioned to remain resilient despite capital constraints   Resources mentioned in this episode CBRE — Commercial real estate sector outlooks JLL — Global & U.S. CRE forecasts NAIOP — Office absorption & space utilization (Office Space Demand Forecast) MBA — Commercial & multifamily debt forecasts NAR Commercial — Investment & transaction trend analysis Bisnow — CRE technology & ESG coverage (tag hub) Commercial Observer — Capital markets & refinancing analysis CNBC — Macro-economic & real estate market coverage   Connect With Us Love what you're hearing? Don't miss an episode! Follow us on our social media channels and stay connected. Explore more on our website: www.alltechnational.com/podcast Stay updated with our newsletter: www.mochoumil.com Follow Mo on LinkedIn: Mo Choumil Stop waiting on underwriter emails or callbacks—TitleGPT.ai gives you instant, reliable answers to your title questions. Whether it's underwriting, compliance, or tricky closings, the information you need is just a click away. No more delays—work smarter, close faster. Try it now at www.TitleGPT.ai. Closing more deals starts with more appointments. At Alltech National Title, our inside sales team works behind the scenes to fill your pipeline, so you can focus on building relationships and closing business. No more cold calling—just real opportunities. Get started at AlltechNationalTitle.com. Extra hands without extra overhead—that's Safi Virtual. Our trained virtual assistants specialize in the title industry, handling admin work, client communication, and data entry so you can stay focused on closing deals. Scale smarter and work faster at SafiVirtual.com.

This Ask Josh Anything grab-bag starts with Tucson's new aluminum velodrome, evolves (devolves?) into altitude hacks for hour records, "no-rules" speed dreams, and holiday gift picks. From buying a kid's first bike (and why chain waxing might be the cleanest parenting win) to ESG-minded shop habits, Roubaix wheel diameter fever dreams to, aero brake-hose routing, and the Clik Valve debate—this episode covers the weird, practical, and wildly opinionated. Happy Holidays!

Send me a messageWhat if sustainability didn't rely on good intentions, ESG reports, or awareness campaigns… but on incentives that actually change behaviour?In this episode of the Resilient Supply Chain Podcast, I'm joined by Sunny Lu, Founder and CEO of VeChain, to unpack how blockchain can move sustainability from theory into action across global supply chains and everyday decisions.Sunny has been building in blockchain since 2015, long before the hype cycles, starting with enterprise traceability work at Louis Vuitton and going on to create VeChain as a platform focused on real-world adoption. At a time when supply chains are under pressure to deliver resilience, transparency, and credible sustainability outcomes, this conversation gets very practical, very quickly.You'll hear how VeChain uses verified data, tokens, and gamification to incentivise positive actions, from EV charging and reusable cups to food traceability and waste reduction. We break down why demand, not technology, is often the real bottleneck holding sustainable supply chains back, and how aligning individuals, enterprises, and incentives can unlock scale. You might be surprised to learn how blockchain has already helped cut food traceability times from hours to seconds, or how millions of small, verified actions can add up to meaningful carbon, water, and plastic reductions.This isn't a conversation about crypto speculation. It's about trust, data, visibility, and designing systems that make the right choice the easy, economically rational one.

2025 has been a milestone year for responsible investing. This week on The Greener Way, host Michelle Baltazar discusses the year that was with Estelle Parker, co-chief executive of the Responsible Investment Association Australasia (RIAA).They discuss the organisation's key achievements and the trends that reshaped the sustainable sector in the year that saw US president Donald Trump reverse key ESG policies. Estelle talks about how nature risks edged out climate risks as the key ESG issue this year and the investment scorecard of sustainable funds. 00:55 Key industry highlights 01:09 Global policy and regulatory developments02:31 Australia's policy shifts and achievements03:59 Addressing greenwashing concerns04:21 Nature risks and investment opportunities05:53 RIAA's engagement and committees06:10 US political impact on ESG07:44 Resilience of responsible investment markets08:52 RIAA's 2025 milestones11:34 Looking ahead to 2026 This podcast uses the following third-party services for analysis: OP3 - https://op3.dev/privacy

Engaging ESG returns for season 4 on January 7th. Engaging ESG is a bimonthly series exploring the evolving landscape of ESG communications. Join Jennifer Owens, former external content strategy lead for Meta Sustainability, and Kati Kallins, former head of sustainability engagement at Meta, as they address the pitfalls and opportunities hidden in your ESG comms plan and provide practical answers you and your team can use today. Learn more about your ad choices. Visit megaphone.fm/adchoices

DAMION1In our 'Oracles are fine but emperors and popes are icky' headline of the week. Charlie Munger Warned That BlackRock Holds Too Much Power And Didn't Want Larry Fink Becoming An 'Emperor'“We have a new bunch of emperors, and they're the people who vote the shares in the index funds. Maybe we can make Larry Fink and the people at Vanguard Pope.”In our 'What we do is totally ok but what they do is totally icky' headline of the week. Schwab CEO Rick Wurster Draws a ‘Bright Line' Between Investing and Gambling In our 'Bob Iger Says "Water skiing is the new productivity"' headline of the week. Europe's Alps on track to lose 97 percent of glaciers by century's end"Creativity is the new productivity": Iger used this phrase during interviews to reframe how AI is reshaping work and entertainment, suggesting that while AI handles efficiency, human creativity becomes the primary value driver.In our 'You're going to love Will. He's really good at kickball.' headline of the week. Union Pacific Appoints Will to Board of DirectorsUnion Pacific appoints CF Industries CEO Tony Will to board of directorsIn our 'First they were better at ice cream and now they are better at board independence? Show-offs' headline of the week. Ben & Jerry's Plans to Set Board-Term Limit, Removing Three DirectorsMATT1In our 'Milestones include dinner with tech bros, phone calls with tech bros, giving gold plated fake awards to tech bros, hiring other tech bros' lawyers, and bricking your old phone' headline of the week. Tim Cook's $74.6M 2024 Pay Ranks 7th Among US CEOs Amid Apple MilestoneIn our 'To put that into context, Tim Cook is JUST shy of 30 PBS's' headline of the week. Arkansas becomes first state to cut ties with PBS, saying $2.5 million membership dues ‘not feasible'In our 'Also, climate change will make your backyard irrelevant.' headline of the week. Sorry, six-figure earners: Elon Musk says that money will ‘disappear' in the future as AI makes work (and salaries) irrelevantIn our 'Also fading: cakes on birthdays, barbecues on July 4th, giving thanks on Thanksgiving, and water in water coolers.' headline of the week. The taboo against holiday layoffs is fading.In our 'When 2034 is just too soon.' headline of the week. Ryanair CEO Michael O'Leary plans to step down by 2035DAMION2In our 'Ryanair board is officially told it doesn't matter' headline of the week. Michael O'Leary to Step Down from Ryanair Leadership by 2035In our 'Hey Ma, Fortune ripped off those dumb dudes at Free Float! Tell Dad!' headline of the week. Apple CEO Tim Cook out-earns the average American's salary in just 7 hours—to put that into context, he could buy a new $439,000 home in just 2 daysIn our 'McDonald's median employee delivers blunt reaction to career advice from McDonald's CEO that may 'hurt his feelings' in new Instagram video: "Fuck you and your 1,014:1 pay ratio."' headline of the week. McDonald's CEO delivers blunt career advice that may 'hurt your feelings' in new Instagram videoMcDonald's median employee for 2024 had total compensation of $17,492.In 2021, Kempczinski addressed the shootings of 7-year-old Jaslyn Adams and 13-year-old Adam Toledo to Lightfoot, who had visited McDonald's headquarters earlier that day. Kempczinski wrote: “p.s. tragic shootings in last week, both at our restaurant yesterday and with Adam Toldeo [sic]. With both, the parents failed those kids which I know is something you can't say. Even harder to fix.”In our 'Actor becomes more powerful voice than entire ESG industry' headline of the week. Actor Joseph Gordon-Levitt wonders why AI companies don't have to ‘follow any laws'In our 'Freddy Fiffle and Billy Boffle named as interim CEOs while Donny Duffle has been named independent lead director' headline of the week. Barry Biffle Steps Down as Frontier Airlines CEOMATT2In our 'Remember, no one cares as much about you as you. In fact, I don't care at all about you or your career. I'll take it a step further: I hate you, you're basically the worst. This might hurt your feelings, but your mother hates you, too. You might as well be Hitler. But this is just tough love if you want your career to flourish as a cashier at McDonald's. Also, you're fired.' headline of the week. McDonald's CEO delivers blunt career advice that may 'hurt your feelings' in new Instagram video"The advice I would give is: remember, nobody cares about your career as much as you do," Kempczinski said. "So this idea that there's somebody out there who's looking out for you, who's going to make sure that you get that opportunity, who puts you in the right thing — great if it happens — but at the end of the day, nobody cares more about your career than you do."In our 'Man who said “You should fire the assholes,” “I have a lot of friends who are Democrats, and they're idiots,” and "I'm not mad at you. You can be mad at me. It's a free country, you can walk with your feet." says emotional intelligence and communication are keys in AI future' headline of the week. Jamie Dimon says soft skills like emotional intelligence and communication are vital as AI eliminates rolesIn our 'Is AI an immigrant? Does that count?' headline of the week. Rich, western countries face a stark choice: 6-day workweeks or more immigration, top economist warnsIn our 'Most people aren't fretting about an AI bubble. What they fear is mass layoffs' headline of the week. ‘A very hostile climate for workers': US labor movement struggles under TrumpIn our 'Trump issues executive order 323: the Banning of Woke Sea Grasses' headline of the week. A secret weapon for fighting climate change comes surging backCapturing carbon 35 times faster than the Amazon, seagrasses have faced centuries of decline. Now restoration projects across North America are seeing their meadows quadruple in size.

How can you scale AI at the enterprise, yet still hit your climate goals? And can heavy AI usage and an enterprise's ESG mission co-exist? Ashutosh Ahuja lays it out for us. Aligning AI With Climate And Business Goals -- An Everyday AI Chat with Jordan Wilson and Ashutosh AhujaNewsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion:Thoughts on this? Join the convo and connect with other AI leaders on LinkedIn.Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTopics Covered in This Episode:AI's Environmental Impact and Climate ConcernsCompanies Aligning AI with ESG GoalsAI Adoption Versus Carbon Footprint TradeoffsMetrics for Measuring AI's Environmental ImpactBusiness Efficiency Gains from AI AdoptionReal-World Examples: AI Offsetting Carbon FootprintIndustry Opportunities for Sustainable AI IntegrationFuture Trends: Efficient AI Models and Edge ComputingTimestamps:00:00 Everyday AI Podcast & Newsletter05:52 Balancing Progress and Legacy07:03 "Should Companies Limit AI Usage?"12:02 "Sentiment Analysis for Business Growth"17:07 "Energy Efficiency Impacts ESG Metrics"19:40 Robots, Energy, and AI Opportunity21:41 AI Efficiency and Climate Balance25:04 "Trust Instincts in Investments"Keywords:AI and climate, climate goals, aligning AI with ESG, environmental impact of AI, carbon footprint, energy use in AI data centers, water cooling for GPUs, sustainable business practices, enterprise AI strategy, ESG compliance, climate pledges, AI adoption in business, carbon footprint metrics, machine learning for sustainability, predictive analytics, ethical AI, green AI solutions, renewable energy sector, AI in waste management, camera vision for waste sorting, delivery robots, edge AI, small business AI implementation, AI efficiency, sentiment analysis, customer patterns, predictive maintenance, IoT data, auto scaling, cloud computing, resource optimization, SEC filings, brand sentiment tracking, LLM energy consumption, environmental considerations for AI, future of AI in climate action, business efficiency, human in the loop, philanthropic business practices, sustainable architecture, large language models and climate, tech industry climate initiatives, AI-powered resource savings, operational sustainability.Send Everyday AI and Jordan a text message. (We can't reply back unless you leave contact info) Ready for ROI on GenAI? Go to youreverydayai.com/partner 

Saving American Liberty, Session 5 In this session from the New Discourses event 'Saving American Liberty,' Michael O'Fallon argues that global political, corporate, and religious institutions are jointly reshaping Western society through “degrowth” policies, sustainability mandates, and ideological frameworks like ESG and the UN's Sustainable Development Goals, which he sees as mechanisms for centralizing control and limiting individual freedom. He contrasts the West's self-imposed economic contraction with China's expansion through the Belt and Road Initiative, claiming this shift empowers China while weakening America's global position. O'Fallon warns that identity-based conflicts, migration pressures, and urban destabilization are fragmenting Western societies into competing tribal enclaves, leaving them vulnerable to foreign influence. He concludes that COVID-era restrictions, digital surveillance, and AI-driven governance signal a broader transition from a merit-based, liberty-oriented system to one that demands ideological compliance from both citizens and institutions. The other lectures in this series can be found here: Session 1: https://youtu.be/4u2ak-DmKD4 Session 2: https://youtu.be/gUiLUmZWsc4 Session 3: https://youtu.be/WRheQNDTSOQ Session 4: https://youtu.be/AjKqBgzF36w Latest from New Discourses Press! The Queering of the American Child: https://queeringbook.com/ Support New Discourses: https://newdiscourses.com/support Follow New Discourses on other platforms: https://newdiscourses.com/subscribe Follow James Lindsay: https://linktr.ee/conceptualjames © 2025 New Discourses. All rights reserved. #NewDiscourses #MichaelOFallon #Sustainability

The Flashpoints of Woke Capitalism: Occupy Wall Street and the SEC — Charles Gasparino — Gasparinoidentifies the 2008 financial crisis and the ensuing progressive populist backlash, including the Occupy Wall Streetencampment at Zuccotti Park, as pivotal flashpoints accelerating corporate woke adoption. CEOs embraced ESG and DEI frameworks, influenced by ideological groupthink at forums like Davos. Corporate leadership adopted stakeholder capitalism as a political defense mechanism against progressive lawmakers including Senator Elizabeth Warren and regulatory pressure. The Securities and Exchange Commission (SEC), particularly under the Biden administration, has begun systematically enforcing woke corporate policies through regulatory authority. 1931

SHOW 11-28-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR 1963   The Genius of Early Photography: Nadar, Daguerre, and Dangerous Chemistry — Anika Burgess — Burgess details the risky and adventurous origins of photography as a practical medium. She examines Nadar, a visionary figure who deployed a giant balloon named Léon to fund experiments in heavier-than-air flight, having previously conducted innovative photographic expeditions into Paris's catacombs. Burgess also recounts Daguerre's 1839 presentation of the daguerreotype—a remarkably realistic, singular image created using hazardous chemicals including iodine and mercury, which posed significant occupational and health risks to early practitioners. Early Photography's Scientific Reach: Lunar and Underwater Photography — Anika Burgess — Burgessexplores early photography's critical scientific applications, noting that François Arago predicted the daguerreotype would enable detailed mapping of the lunar surface. Early astrophotographers encountered formidable technical challenges involving distance calculations, celestial motion, and insufficient ambient light. James Nasmyth controversially photographed plaster casts and molds of the lunar surface, which contemporary observers praised as scientifically truthful. Burgess also highlights Louis Boutan, who persistently developed practical underwater photography using pressurized hard-hat diving equipment, establishing a new scientific capability. Photography and Social Justice: Riis, Watkins, and the Question of Truth — Anika Burgess — Burgessdemonstrates how photography became a transformative tool for social advocacy and reform. Jacob Riis, a newspaper journalist documenting Manhattan's tenement poverty, employed flash powder ignited in cast-iron frying pans to photograph the grim, overcrowded interior conditions of slums for his landmark book How the Other Half Lives, frequently without obtaining subject consent. Burgess also discusses Carleton Watkins, who transported over 2,000 pounds of large-format photographic equipment to Yosemite Valley, producing images that proved instrumental in securing federal preservation and protection of the landscape. From X-Rays to Motion Pictures: Expanding the Photographic Medium — Anika Burgess — Burgess traces the expansion of photographic technology beyond conventional image capture. She examines Alice Austin'sintimate and playful photographs documenting her social circle with candid authenticity. The discovery of X-raysby Wilhelm Röntgen was rapidly branded as "the new photography" or "shadow photography," adopted swiftly for both entertainment and medical diagnostic applications despite practitioners possessing no understanding of severe radiation hazards. Burgess concludes with Paul Martin's candid street photography using concealed cameras hidden within top hats and Eadweard Muybridge's sequential motion studies, which directly enabled the invention of motion pictures. Angelica Schuyler: Albany, Elopement, and the Start of the Revolution — Molly Beer — Beer discusses her book Angelica, focusing on Angelica Schuyler Church, daughter of General Philip Schuyler. Her mother, Katherine, oversaw construction of their Albany residence, The Pastures, a substantial estate reflecting family prominence. Angelica received a rigorous education consistent with Dutch cultural traditions emphasizing women's financial and business literacy for family management. In 1777, during Burgoyne's invasion of New York, Angelica profoundly disappointed her mother by eloping with John Carter, an Englishman she found intellectually engaging and cosmopolitan. Angelica and the Founders: The Revolution and the Hamilton Connection — Molly Beer — Beer examines Angelica's pivotal role during the American Revolution, including her service alongside Rochambeau's army, traveling to Yorktown shortly after delivering her third child. Her sister Elizabeth ("Betsy") married Alexander Hamilton, who deliberately married into the prominent Schuyler family to elevate his social standing and political prospects. Following the war, Angelica's eldest son, Philip, founded the town of Angelica in western New York, the community where Beer herself was subsequently raised. Angelica in Europe: John Church, London Society, and Diplomacy — Molly Beer — Following ratification of the peace treaty, Angelica and her husband sailed to Paris to collect outstanding payments owed by the Frenchgovernment. John Carter leveraged the wartime amnesty to settle accumulated debts, reconcile with his estranged family, and legally adopt the name John Barker Church. Angelica relocated to London's elegant Mayfairneighborhood, where she established herself as a prominent American patriot. She strategically positioned herself at the intersection of cultural and diplomatic negotiations, entertaining influential figures including Lafayette and the Adamses, while exerting subtle influence over American diplomatic representatives toward negotiated peace. Angelica's Later Life: Return, Tragedy, and Founding Angelica, NY — Molly Beer — Angelica visited the United States for President Washington's 1789 inauguration but quickly returned to London, disappointed that the nascent republic fell short o Woke Capitalism: Origins, ESG, DEI, and the Power of BlackRock — Charles Gasparino — Gasparinotraces the origins of "woke capitalism," detailing how corporate America shareholder returns toward stakeholder capitalism models. L The Flashpoints of Woke Capitalism: Occupy Wall Street and the SEC — Charles Gasparino — Gasparinoidentifies the 2008 financial crisis and the ensuing progressive populist backlash, including the Occupy Wall Streetencampment at Zuccotti Park, as pivotal flashpoints accelerating corporate woke adoption.... Disney and ESPN: Running a Blue Company in a Red State — Charles Gasparino — Gasparino analyzes the radicalization of the Walt Disney Company, noting that CEO Bob Iger brought progressive cultural affinities while the company.... Go Woke, Go Broke: The Financial Backlash and Corporate Retreat — Charles Gasparino — Gasparinoreports that woke capitalism is experiencing significant financial retrenchment as corporations suffer bottom-line consequences... Freedom's Forge: FDR, WWII Mobilization, and Bill Knudsen — Arthur Herman — Herman discusses his book Freedom's Forge, detailing the extraordinary challenge FDR confronted in May 1940 to prepare America for modern industrial warfare. The preeminent industrialist summoned for this task was Bill Knudsen, CEO of General Motors. Knudsen, a Danish immigrant and former Ford executive, possessed unparalleled expertise in flexible mass production—the capacity to modify production line processes continuously while maintaining output. Knudsen applied these revolutionary manufacturing techniques to transform the American automobile industry into an "Arsenal of Democracy," producing critical war materiel including military trucks and armored tanks. Henry Kaiser: The Builder of Liberty Ships — Arthur Herman — Herman profiles Henry Kaiser, the second transformative figure in Freedom's Forge. Kaiser, a road construction entrepreneur who had previously coordinated monumental infrastructure projects including the Boulder Dam, demonstrated relentless commitment to ambitious thinking and delivery ahead of schedule and under budget constraints. In late 1940, Kaiser persuaded both Britishand American governments to contract him to construct "throwaway freighters"—Liberty ships—despite possessing no prior shipbuilding experience. Between 1941 and 1945, Kaiser successfully built 2,710 Liberty ships, fundamentally enabling Allied logistics and supply operations. The B-29 Superfortress and the Battle of Omaha — Arthur Herman — Herman recounts the genesis of the B-29 Superfortress bomber, conceived after General Hap Arnold consulted with Charles Lindbergh in 1939. The B-29 represented the ultimate expression of air supremacy doctrine, demanding revolutionary technologies including pressurized crew cabins and remote-controlled gun turrets that did not yet exist. Bill Knudsen directed the program, overcoming severe delays and persistent technical deficiencies. Knudsen won the "Battle of Omaha" by insisting that aircraft be extensively modified after assembly to achieve operational flight status, thereby integrating a massive female industrial workforce into B-29 production processes. Lessons from WWII: Unleashing Private Enterprise — Arthur Herman — Herman explores the strategic tension during WWII between New Deal administrators favoring centralized government command and industrialists prioritizing private sector innovation and operational flexibility. FDR and Knudsen learned from the disastrous centralized economic control failures of WWI, choosing instead to permit American private enterprise to "determine production methodologies and develop solutions for urgent national requirements." The fundamental secret to Allied victory was unleashing private sector dynamism, entrepreneurial expertise, and competitive energy. Herman draws contemporary parallels, arguing that modern defense strategy must replicate this model, contrasting bureaucratic NASA operations with innovative private enterprises including SpaceX.