Portfolio manager Alan Hsu joins host Thomas Mucha to share his latest insights on climate investing, highlighting the growth of favorable climate legislation, the concept of true positives versus false negatives, the critical role of climate science in investing, and much more.
Key topics:
2:20 - Alan's path to climate investing
4:50 - The intersection of energy and technology
7:40 - The broad climate investing opportunity
9:50 - Favorable climate legislation
12:00 - True positives versus false negatives
16:00 - Collaborating with Woodwell and MIT
18:30 - Climate change and geopolitical risk
20:55 - New climate technologies
23:15 - An optimistic view
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