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RWH047: Investing In The Era of Climate Change w/ Bruce Usher

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Jul 7, 2024

In this engaging discussion, Bruce Usher, a Columbia Business School professor and author, shares insights from his expertise in climate finance and renewable energy. He emphasizes the unique investment opportunities presented by the transition to a low-carbon economy. Bruce explores how climate risks are reshaping perceptions and investment strategies. He highlights essential sectors like electric vehicles and renewable energy, discusses corporate sustainability efforts, and offers advice on navigating the complexities of climate-conscious investing.

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INSIGHT

Economic Reinvention

The global economy, built over 300 years, heavily relies on greenhouse gas-emitting fossil fuels.
We must rebuild it within 30 years for a low-carbon future.

INSIGHT

Physical Risks

Climate change has transitioned from a future threat to a present danger, impacting investor perceptions.
Experiencing extreme weather events makes the risks tangible and urgent.

ADVICE

Protecting Assets

Diversify assets to avoid overexposure to climate-related risks like flooding.
Consider the long-term implications of climate change on property values.

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In this episode, William Green chats with Bruce Usher, author of a book titled “Investing in the Era of Climate Change.” Bruce, a successful entrepreneur, investor, & Columbia Business School professor, discusses the “once-in-a-lifetime” investment opportunity created by the transition of the global economy to a low-carbon future. He explains how to protect yourself financially as environmental risks intensify, & how to profit as trillions of dollars flow into innovative climate change solutions that will change the world—from electric vehicles to solar energy.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

05:37 - Why Bruce Usher sees climate change as a huge opportunity (& risk) for investors.

08:34 - How the transition to a low-carbon future will transform the global economy.

10:53 - How extreme weather is finally altering perceptions of climate change.

13:45 - How to protect against environmental threats to your property.

20:39 - Why electric vehicles & renewable energy are key drivers of decarbonization.

33:42 - How Berkshire Hathaway is playing the energy transition.

49:05 - Why leading companies like Apple & Microsoft are serious about sustainability.

54:02 - Why it’s wise to consider environmental factors before buying any stock.

01:03:53 - How to invest in funds & ETFs that reduce your exposure to climate risk.

01:12:44 - How billionaires like Bill Gates & Jeff Bezos invest in climate change solutions.

01:23:01 - What consumers can do to reduce their negative impact on the environment.

01:27:47 - Why Bruce thinks humanity might still avoid catastrophic climate change.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Bruce Usher’s book, Investing in the Era of Climate Change.
Bruce Usher’s book, Renewable Energy: A Primer for the Twenty-First Century.
William Green’s podcast interview with Bryan Lawrence.
William Green’s book, “Richer, Wiser, Happier” – read the reviews of this book.
Follow William Green on X.
Check out all the books mentioned and discussed in our podcast episodes here.
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