Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
The Impact of Climate Tack on the Tech Market
02:01 • 2min
Climate Tack - What's Happening in the Broader Markets?
04:22 • 2min
Spacks Aren't New, but They Are a New Thing.
06:16 • 2min
Climate Link Funds
08:30 • 2min
What's the Cost of Capital?
10:30 • 2min
Climatetac and Climate Interstructure - Are We Still Fundamentally Bolish?
12:20 • 3min
What's Happening in the Market?
15:40 • 2min
Is the Macro Environment a Blip in the Economy?
17:48 • 3min
The Climate Crisis
20:38 • 5min
Is There a Green Premium?
25:27 • 4min
Is There a Green Premium?
29:19 • 2min
The Impact of Infra Structure
31:30 • 3min
Is the Cost of All the Alternatives Going Up?
34:46 • 5min
Is It Scarcity in the Capital Markets?
39:33 • 2min
Investing in Climate Solutions
41:48 • 3min