2min chapter

Animal Spirits Podcast cover image

Talk Your Book: Investing in the Carbon Transformation

Animal Spirits Podcast

CHAPTER

Investing in Climate Change?

We are basically interested in investing in the problem, because the problem is where the opportunity is. Investerse shunned those companies and driven up their cost of capital. And everybody wants to pay what i would argue is a premium price for the clean thing and a discount price for the dirty thing. They want to transform themselves into clean companies. And we're playing for that valuation arbitrage.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode