Two stories this week with ESG glasses: Temporary, part‐time, contracted out, or contingent work arrangements are creating risks for investors across the entire economy as companies face liabilities for a workforce they don't want to claim (0:53). And then Ric Marshall and Umar Ashfaq joins us to discuss the founders of Google stepping down (12:27) and a report by an insurance industry group on coal's uninsurability (14:15), all through an ESG lens.
Dec 6, 2019
17 min
Two stories this week with ESG glasses: Antibiotic resistance ‐ the ability of germs to defeat the drugs designed to kill them ‐ is one of the greatest public health challenges of our time; but as the crisis grows what will happen to the companies that produce antibiotics (0:54)? And then Mario Lopez‐Alcala tells us which companies are slowing the transition to a deforestation free supply chain in South America (10:17), all through an ESG lens.
Nov 22, 2019
14 min
Two stories this week with ESG glasses: SoftBank decided all the wild and crazy founders its Vision Fund is investing in need some rules of operation (0:37), and then Siyu Liu warns us about all the data streaming‐companies must now protect (16:07), all through an ESG lens.
Nov 15, 2019
20 min
Two stories this week with ESG glasses: Ken Bertsch, the executive director of Council of Institutional Investors and an all‐knowing proxy god joins Ric Marshall and Mike Disabato to discuss the new rule by the SEC to limit shareholder engagement (0:37), and then we get two hot takes by our analysts on Boeing and Saudi Aramco (12:23), all through an ESG lens.
Nov 8, 2019
17 min
Investors have witnessed an exodus from the private prison industry but what is the core function of a private prison ‐ is it to help prisoners? Is it to help the government? Or is it to help investors? In act 1, we look at how the growth of the 80s helped build the prisons of the 2000s (2:55). In act 2, we discuss how private prisons became interwoven into our society. In act 3, we discuss the issue of incentives for private prison operators and what friction is caused by their misalignment (9:42). In act 4, the final act, we discuss the broader implications for investors that invest in private sector companies that provide a public service (28:33), all on record.
Nov 5, 2019
33 min
Two stories this week with ESG glasses: The Attorney General of New York alleges that Exxon first calculated the risks posed by climate change but then freaked out and suppressed the data, an accusation that might change how companies disclosure their data on climate risks far into the future (0:46), and then our cartography expert Gillian Mollod discusses new data on sea level rise and how it might affect the real estate market (11:04), all through an ESG lens.
Nov 1, 2019
19 min
Two stories this week with ESG glasses: A SPECIAL GUEST joins us to discuss how shareholders should deal with Facebook and Mark Zuckerberg as the founder continues his PR campaign (1:42), and then Meggin Eastman discusses the relevance of Intel's plan to release pay and gender pay data (13:22), all through an ESG lens.
Oct 21, 2019
22 min
Two stories this week with ESG glasses: There are power cuts throughout South Africa after its largest utility Eskom has a number of generating units break down which has threatened the country's economy (0:41), and Andrew Young gives us a quick update on the issue with private prisons as a business model (10:45), all on the record.
Oct 18, 2019
17 min
Two stories this week with ESG glasses: 3M and DuPont failed to disclose their findings on the hazardous impact and proliferation of PFAS (0:40), and Hong Kongers are leaving Hong Kong for everywhere but the U.S.(10:11), all on the record.
Oct 11, 2019
18 min
Two stories this week with ESG glasses: The Council of Institutional Investors recommendation that investors check their CEOs pay packages (0:42), and then we discuss the continuing physical risk to real estate posed by climate change (12:52), all on the record.
Oct 4, 2019
20 min
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