RWH047: Investing In The Era of Climate Change w/ Bruce Usher

This podcast episode explores the importance of addressing climate change and transitioning towards a low-carbon future. It discusses the economic challenges and opportunities presented by this transition, as well as the shift in people's perception of climate change from a future problem to a present reality. The section also highlights the risks and challenges associated with climate change and the significant innovations in renewable energy. It delves into the tension between the need for a shift towards renewable energy sources and the pragmatic considerations of the economy's heavy reliance on fossil fuels. The episode also discusses the role of businesses, investors, and individuals in driving climate change solutions. It explores the concept of ESG in investment decision-making, the impact of evolving social norms on corporate behavior, and the effectiveness of net zero pledges. The section also touches on the importance of considering environmental, social, and governance factors in the investment landscape and the increasing relevance of climate change as an investor risk. It concludes by discussing investment strategies for navigating the shift towards a low carbon economy and the opportunities and challenges of investing in climate change solutions.