A Sustainable Future

Epizódy

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  Professor Alex Edmans, London Business School, on the Madness of Markets… and Sustainable Investing 28.09.2026 57min

  Why do smart investors make crazy decisions? Listen to Jason Mitchell discuss with Professor Alex Edmans, London Business School, about what markets are really pricing; why they get it wrong in systematic and predictable ways; and how we can become better investors, better thinkers, and maybe even better stewards of the future.
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  Professor Mia Bennett, University of Washington, on the Geo-Economic Future of the Arctic 01.09.2026 42min

  Who owns the future of the Arctic, and why? Professor Mia Bennett, University of Washington, talks about why Arctic exceptionalism has been blown out of the water; the dangers of "empty frontier" thinking; and how policymakers, businesses and Arctic communities can realistically reshape governance and development to avoid deepening the crisis.
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  James Talbot, Bank of England, on Climate Shocks and Monetary Policy 28.07.2026 45min

  How are central banks addressing climate risk? James Talbot, Bank of England, explains how it's impacting inflation, asset prices, and insurance today, and how the Bank is responding through monetary policy, regulation, and financial stability to ensure resilience during the climate transition.
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  Cecilia Tam, IEA Head of Energy Investment Unit, on the IEA’s 2026 World Energy Investment Report 30.06.2026 42min

  How is the Iran conflict redrawing the energy map? Listen to Jason Mitchell discuss with Cecilia Tam, IEA Head of Energy Investment Unit, about why energy security has become one of the most powerful drivers of the clean energy transition; how electrification, grids, nuclear, emerging-market investment, and AI-driven power demand are reshaping the global energy system, and what it’ll take to convert record clean energy spending into a true transition away from fossil fuels.
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  Professor Nicola Ranger, London School of Economics, on Climate Adaptation Blind Spots 28.05.2026 49min

  Climate adaptation has moved to the mainstream, but are financial systems evolving fast enough to treat resilience as key to stability? Professor Nicola Ranger, London School of Economics, explains why markets struggle to price climate risk, how investment horizons misalign with exposure, and how to close adaptation blind spots.
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  Simon Hallett, Cambridge Associates Head of Climate Strategy, on Why Climate Risk is Bigger Than Any Single Portfolio 22.04.2026 1h 3min

  What if climate change isn’t an alpha problem but a beta problem? Listen to Jason Mitchell discuss with Simon Hallett, Cambridge Associates Head of Climate Strategy,; what investors, consultants, and asset owners can do to move beyond performative alignment toward capital allocation that actually accelerates the transition, and how investors should course correct without losing momentum or giving sceptics an opening to disengage entirely.
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  Andrew McDowell, EIB Global Director General, on the New Geopolitics of Climate, Capital and European Development Finance 24.02.2026 43min

  What are the key drivers reshaping the development finance landscape Listen to Jason Mitchell discuss with Andrew McDowell, EIB Global Director General, the forces that are reshaping European development finance at a moment of geopolitical and climate-driven upheaval and how EIB Global is redefining its tools to fill gaps that markets and multilateral development banks aren’t addressing.
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  Sander van Stijn and Colin Tissen of PGGM on Balancing Risk, Return, and Sustainability in Investing 15.01.2026 44min

  How can investing balance risk, return, and sustainability? PGGM's Sander van Stijn and Colin Tissen discuss moving beyond index tracking to a more intentional approach, sharing how early ideas shaped a formal, scalable framework for sustainable investing.
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  Bob Litterman, Kepos Capital, on Market Efficiency and the Climate Risk Premia Gap 12.12.2025 47min

  How efficient are markets at pricing climate risk? Bob Litterman, Kepos Capital, explores advances in climate risk thinking, evolving market and policy signals, the true cost of climate uncertainty, and why reduced regulation and net zero pullbacks may drive a sharper focus on understanding rather than reporting climate risk.
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  Dr. Kevin Stiroh, Senior Fellow at Resources for the Future and former Federal Reserve official, on Central Banks and the Supervision of Climate-Related Financial Risk 20.11.2025 55min

  What role do central banks play in addressing climate change? Dr Kevin Stiroh, former Federal Reserve and now at Resources for the Future, examines how to frame climate change as a systemic financial risk, what’s at stake, and why evolving macroprudential and microprudential frameworks is essential.
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  Professor Tapio Schneider, CalTech, on AI Climate Models, Tail Risks, and Small-Scale Processes 30.10.2025 53min

  What's at stake in climate modelling? Professor Tapio Schneider, CalTech, discusses how computational science improves understanding of tail risks and extreme events; why small-scale processes are critical for accurate models; and how finance can better integrate climate data into investments.
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  Heather Zichal, JP Morgan Chase Global Head of Sustainability, on No Sacred Cows in Sustainable Investing 23.09.2025 39min

  What does the retreat from global climate initiatives mean and how are investors are still driving the energy transition outside of them?  Heather Zichal, JPMorgan Chase Global Head of Sustainability, talks about the role of finance in addressing climate change; why an increasing emphasis on climate adaptation makes sense; and how JP Morgan Chase is capacity building in the sustainability space.  
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  Dr. Carolyn Kousky, Environmental Defense Fund, on Insuring Against Climate Risk 11.09.2025 51min

  Are there climate risks we shouldn’t be insuring anymore? Dr. Carolyn Kousky, Associate Vice President for Economics and Policy, discusses how climate change is reshaping insurance, what’s at stake if insurance markets begin to break down, and who ultimately bears the financial burden when the private market pulls back.
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  Maurits Dolmans, Senior Counsel with Cleary Gottlieb, on the Climate Prisoner’s Dilemma and Fiduciary Duty 25.08.2025 1h 7min

  How could recent legal opinions shift state and private sector climate change obligations? Maurits Dolmans, Cleary Gottlieb, discusses how to rethink the obligations of fiduciary duty relative to climate action; why it may be the key to solving the climate prisoner’s dilemma; and what a legal framework for impact could look like.
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  Prof. Katy Huff, former US DOE Assistant Secretary for Nuclear Energy, on the US Nuclear Renaissance 05.08.2025 45min

  What could a nuclear renaissance look like? Professor Katy Huff, former Assistant Secretary for Nuclear Energy, discusses how to frame nuclear energy in a net zero context where nuclear fits into the US energy mix over the next several decades and why US nuclear innovation today is different from the false starts of the past.
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  Daan Spaargaren, PME Senior Strategist for Responsible Investment, with a Warning for Asset Managers 10.07.2025 47min

  How are asset owners emerging to drive the sustainable finance agenda? Listen to Jason Mitchell discuss with Daan Spaargaren, PME Senior Strategist for Responsible Investment, about how PME is evolving its investment approach to include more active, sustainability-driven strategies; what that means functionally in the asset allocation process; and why it’s great to see asset owners like PME take on a bigger leadership role in the sustainable finance ecosystem.
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  Alex Grant, Equinor – UK Country Manager, on the Trade-offs of Net Zero 18.06.2025 54min

  What trade-offs will we need to make to achieve net zero? Listen to Jason Mitchell discuss with Alex Grant, Equinor UK Country Manager, about the state of the energy transition, the trade-offs that we are increasingly facing between security of supply, affordability and decarbonisation; and emerging energy technologies.
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  Prof. Sir Dieter Helm, University of Oxford, on the Real Costs of Climate Action 21.05.2025 56min

  How economically grounded is the UK’s net zero commitment? Listen to Jason Mitchell discuss with Professor Sir Dieter Helm, University of Oxford, about what new forces and factors are reshaping net zero ambitions; how the UK should think about optimal climate policy; and why a realist approach is critical for navigating the political economy factors of climate action.
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  Prof. Saleem Ali, University of Delaware, on the Global Scramble for Rare Earths and Critical Minerals 29.04.2025 55min

  How have politics and geoeconomics turned rare earths and critical minerals into pressure points in the expanding global trade conflict? Listen to Jason Mitchell discuss with Professor Saleem Ali, University of Delaware, about what the energy transition means in the context of environmental security; how multilateral initiatives and increasingly national efforts are working to reshape supply and demand dynamics; and why it’s critical we continue to rethink ways to diversify and secure global critical mineral supply chains.
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  Professor Benjamin Horton, Director of the Earth Observatory of Singapore, on the Criticality of US Climate Data 27.03.2025 53min

  What happens if access to US climate data becomes more limited? Listen to Jason Mitchell discuss with Professor Benjamin Horton, Director of the Earth Observatory of Singapore, about what the political changes in the US could mean for the international scientific community; how that impact translates into access and availability of critical climate datasets; and why some climate scientists are already thinking about substitutes plans and worst case scenarios.