STOCKS TESLA climate
Buy stocks of electric vehicle makers Tesla and Nio.
MACRO inequality climate
On a long enough timeline, Karma always wins.
MACRO climate
Covid-19 will accelerate the shift to sustainable, decarbonized economies and resilient inclusive societies.
MACRO CLIMATE
The road to hell is paved with good intentions.
MACRO Politics climate china us inflation
Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.
TECH stocks economy climate
Even after 50 years, the ICT revolution is far from complete. As we look ahead, a green socially sustainable golden age is technologically possible.
SLACK biotech crypto climate
We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.
MACRO climate china
Changing weather patterns pose a bigger risk than geopolitics. China is the country most vulnerable to flooding as global temperatures rise.
MACRO climate commodities inflation
Now that climate change has become a political and economic priority, the global race to zero emissions is the investment zeitgeist for this decade.
SLACK china climate life
EVENT stocks economy climate
Bringing together the most interesting people in the most interesting locations for the most interesting ideas.
MACRO climate stocks
We believe oil is starting to price in a negative demand shock from global EV adoption. The structural shift in energy markets has begun.