An expert on 'socially responsible investing', 'impact investing', and the 'green economy', Tim Nash takes us from the global realities of our economy today to the personal realities investors face as they attempt to position themselves for investing in a post-oil era. The green economy is here, he states. We have the technology to move away from our fossil fuel dependency. We just need more money invested to deploy this technology. The fear that divesting from fossil fuels will diminish one's returns is unjustified. Because of the strong possibility that we're facing a carbon bubble somewhat comparable to the housing bubble off 2008, he advises that we move our assets away from fossil fuels now. With numbers to back up his claims, he shares his results for the last 10 years with his sustainable portfolios. Skate to where the puck is headed, he concludes. That's what investing for a post-oil era is all about.
For specific highlights, you can move the slider to these time locations:
0:02:25 - Tim Nash discusses his background: growing up, his education, his work.
0:06:30 - Tim Nash looks at the macro (Global) Picture. He considers the good and bad aspects.
7:43 - Hazel Henderson, her influence, her book.
8:55 - Green investing: global private investments.
13:37 - Where we are. How far we have come. The green economy is here.
16:32 - ESG (environment, social, governance) unpacked.
19:20 - Bob Willard. His book: " The new sustainability advantage".
21:20 - The bad. Doom and gloom. What is our personal carbon footprint?
25:00 - Potential carbon bubble.
27:38 - The housing bubble of 2008 compared.
31:10 - A climate statement by the Bank of Canada.
33:34 - We have the technology. We just need more money invested to deploy this technology.
33:38 - Funding is discussed. Impact bonds. Green bonds. OREC. CoEnergy.
36:14 - Personal investing is considered. (A switch to the micro perspective.)
38:40 - Tim Nash’s sustainable portfolios.
40:18 - Fossil-fuel-free portfolio.
44:00 - ‘Investing For a Post-Oil Era’: "skating to where the puck is headed”.