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Narratives is a project exploring stories about progress. Narratives is hosted by Will Jarvis. For more content, transcripts, and show notes, check out narrativespodcast.com
Episodes
Monday May 15, 2023
Monday May 15, 2023
Dan Katz - ESG and Asset Management.
Dan’s background. (0:05)
How well do you rate the performance of the federal government? (4:14)
What was the impact of the pandemic on the Us? (8:17)
The problem with Esg and how Esg has changed. (14:53)
Active vs passive investing. (18:48)
The shift from active investing to indexing. (25:35)
The problem with Esg. (29:27)
The Usa etf and how it works. (34:17)
The importance of supply chain and geopolitical risk. (38:29)
Geopolitical risks and opportunities. (43:26)
Industrial policy and nearshoring. (48:10)
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