What are ways to invest in water and is it an attractive investment?
Topics covered include:
- How water rights work and how they have been overallocated in the Colorado River basin.
- Why agriculture uses the vast majority of water in the southwestern U.S. while contributing only a few percentage points to the region's gross domestic product.
- Why hedge fund manager Michael Burry invests in farmland instead of water rights.
- What ETFs are available to invest in water
- What have the historical returns been for water stock investing, what are current valuations, and what is the expected long-term revenue growth.
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Show Notes
Beyond the Signing by Laura Paskus—Water Education Colorado
Where the Water Goes: Life and Death Along the Colorado River by David Owens
What Happens When The Colorado River Runs Dry—Science Friday
Editorial: There is no drought by The Times Editorial Board
New Mexico’s coming megadrought highlights farmers’ control of water by Cody Nelson, Capital & Main—New Mexico Political Report
Arizona | The Economic Contributions and Impacts of U.S. Food, Fiber, and Forest Industries—University of Arkansas Department of Agriculture
U.S. Southwest, Already Parched, Sees ‘Virtual Water’ Drain Abroad by Diana Kruzman—Coyote Gultch
Brazil’s Worst Water Crisis in 91 Years Threatens Power Supplies by Walter Brandimarte and Gerson Freitas Jr—Bloomberg Green
Does Arizona really use less water now than it did in 1957? by Andrew Nicla—azcentral.
Arizona’s Groundwater Management Act at Forty: Tackling Unfinished Business by Kirsten H. Engel, Esther Loiseleur, Elise Drilhon
Michael Burry, Real-Life Market Genius From The Big Short, Thinks Another Financial Crisis Is Looming—by Jessica Pressler—Intelligencer
Global water crisis: Investing in water—Fidelity
Related Episodes
301: Use Caution with Alternative Investments
334: How To Invest In Farmland
336: Own What Is Real
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