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Chapters & Sections (63)
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00:00
Show Opening Music and Host Introduction
00:31
Host Greeting and Office Setting Commentary
01:03
Discussion of Return to Office Timing
01:34
Eric’s New Role as Head of Research for Sustainable Investments
02:05
Defining Sustainability Research and Its Objectives
02:36
Comparison Between Traditional and Sustainability Research
03:08
Historical Data Limitations for Sustainability Investing
03:40
Need for Creative Research Approaches in a Changing Market Context
04:11
Importance of Sustainable Data and Its Evolution
05:14
Recent Growth in Company Sustainability Disclosures
05:45
Future Outlook for Sustainability Research and Data Availability
06:15
Investor Demand Driving Sustainability Reporting and Market Pressure
07:17
Role as Economist and Sustainability Radar
07:47
Focus on Climate Risk Transmission to Growth
08:18
Identifying Weak and Strong Emitters in the Economy
08:49
Using Alternative Data to Spot Climate Opportunities
09:20
Climate Risk as an Investment Risk
09:51
Creative Identification of Sustainable Companies
10:22
Second Phase of Sustainable Investing Success
10:54
Stakeholder Capitalism as the New S in ESG
11:27
Critique of CEO Storytelling on Stakeholder Issues
11:57
Ensuring Materiality in Stakeholder Capitalism
12:27
Governance as a New Investment Lens
12:58
Evolving Shareholder Power and Legal Questions
13:29
Misconceptions About Sustainability Definitions
14:00
Investment Lens on Sustainability
15:03
Demand for ESG‑Aligned Products
15:34
Impact of Net Zero Commitments on Share Prices
16:06
COVID as a Natural Experiment for Investor Behavior
16:38
Outperformance of Low‑Carbon Companies in 2020
17:08
Assessing Readiness Beyond Emissions Levels
17:40
Empirical Evidence for Low‑Carbon Transition Preparedness
18:11
Avoiding Hype in ESG Investing
18:43
Nuanced Approach to Sustainable Investment Claims
19:14
Medium‑Term Confidence in Sustainability Factors
20:16
Scope Three Carbon Emissions as a Research Frontier
21:50
Policy and Market Implications for Sustainable Investing under Biden
22:21
Market Rewards for Climate Alignment
22:51
Investor Recognition of Sustainable Companies
23:22
Entertainment and Cooking During Lockdown
23:53
New York City Life Post-Pandemic
24:23
Puppy Naming Story
24:54
Sustainability Market Resilience
25:27
Legal Disclaimer Overview
26:30
Regulatory and Tax Advisory Notice
27:01
International Regulatory Information
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