

ESG: The 40 Trillion Dollar Bubble | Mark Neuman
Aug 25, 2023
Mark Neuman, Founder & CIO of Constrained Capital, discusses the origins of ESG, measuring ESG investing, underowned stocks within indices, Silicon Valley Bank, incentives and outcomes, ExxonMobil, Tesla, market stress, correlations, portfolio emergencies, the trend of ESG investing, Hero- a vertically integrated farming venture, and exploring the potential and pushback of the ESG movement.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 5min
The Quantifiability of ESG Investing
04:32 • 19min
ESG Scores: Misleading and Arbitrary
24:00 • 15min
Risks and Downsides of ESG
39:09 • 7min
Market Stress, Correlations, and Portfolio Emergencies
46:18 • 3min
The Trend of ESG Investing and Its Impact on the Market
49:06 • 6min
Hero: A Vertically Integrated Farming Venture
54:39 • 7min
Exploring the Potential and Pushback of the ESG Movement
01:01:23 • 2min