Kelly Shue, a finance professor at Yale, critiques ESG investing, arguing it primarily benefits already green firms while leaving polluters without support for transformation. Chris James, founder of Engine No. 1, shares insights on effectively engaging firms like ExxonMobil to foster sustainability. Tony Will from CF Industries discusses his company's decarbonization efforts, highlighting government support in achieving greener practices. Together, they unravel the complexities of ESG investing and the need for targeted strategies to drive real environmental change.