Episodes

  • Cecilia Tam, IEA Head of Energy Investment Unit, on the IEA’s 2026 World Energy Investment Report

    Cecilia Tam, IEA Head of Energy Investment Unit, on the IEA’s 2026 World Energy Investment Report
    Jun 30 2026
    How is the Iran conflict redrawing the energy map? Listen to Jason Mitchell discuss with Cecilia Tam, IEA Head of Energy Investment Unit, about why energy security has become one of the most powerful drivers of the clean energy transition; how electrification, grids, nuclear, emerging-market investment, and AI-driven power demand are reshaping the global energy system, and what it’ll take to convert record clean energy spending into a true transition away from fossil fuels.
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    42 mins
  • Professor Nicola Ranger, London School of Economics, on Climate Adaptation Blind Spots

    Professor Nicola Ranger, London School of Economics, on Climate Adaptation Blind Spots
    May 28 2026
    Climate adaptation has moved to the mainstream, but are financial systems evolving fast enough to treat resilience as key to stability? Professor Nicola Ranger, London School of Economics, explains why markets struggle to price climate risk, how investment horizons misalign with exposure, and how to close adaptation blind spots.
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    50 mins
  • Simon Hallett, Cambridge Associates Head of Climate Strategy, on Why Climate Risk is Bigger Than Any Single Portfolio

    Simon Hallett, Cambridge Associates Head of Climate Strategy, on Why Climate Risk is Bigger Than Any Single Portfolio
    Apr 22 2026
    What if climate change isn’t an alpha problem but a beta problem? Listen to Jason Mitchell discuss with Simon Hallett, Cambridge Associates Head of Climate Strategy,; what investors, consultants, and asset owners can do to move beyond performative alignment toward capital allocation that actually accelerates the transition, and how investors should course correct without losing momentum or giving sceptics an opening to disengage entirely.
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    1 hr and 4 mins
  • Andrew McDowell, EIB Global Director General, on the New Geopolitics of Climate, Capital and European Development Finance

    Andrew McDowell, EIB Global Director General, on the New Geopolitics of Climate, Capital and European Development Finance
    Feb 24 2026
    What are the key drivers reshaping the development finance landscape Listen to Jason Mitchell discuss with Andrew McDowell, EIB Global Director General, the forces that are reshaping European development finance at a moment of geopolitical and climate-driven upheaval and how EIB Global is redefining its tools to fill gaps that markets and multilateral development banks aren’t addressing.
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    43 mins
  • Sander van Stijn and Colin Tissen of PGGM on Balancing Risk, Return, and Sustainability in Investing

    Sander van Stijn and Colin Tissen of PGGM on Balancing Risk, Return, and Sustainability in Investing
    Jan 15 2026
    How can investing balance risk, return, and sustainability? PGGM's Sander van Stijn and Colin Tissen discuss moving beyond index tracking to a more intentional approach, sharing how early ideas shaped a formal, scalable framework for sustainable investing.
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    44 mins
  • Bob Litterman, Kepos Capital, on Market Efficiency and the Climate Risk Premia Gap

    Bob Litterman, Kepos Capital, on Market Efficiency and the Climate Risk Premia Gap
    Dec 12 2025
    How efficient are markets at pricing climate risk? Bob Litterman, Kepos Capital, explores advances in climate risk thinking, evolving market and policy signals, the true cost of climate uncertainty, and why reduced regulation and net zero pullbacks may drive a sharper focus on understanding rather than reporting climate risk.
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    47 mins
  • Dr. Kevin Stiroh, Senior Fellow at Resources for the Future and former Federal Reserve official, on Central Banks and the Supervision of Climate-Related Financial Risk

    Dr. Kevin Stiroh, Senior Fellow at Resources for the Future and former Federal Reserve official, on Central Banks and the Supervision of Climate-Related Financial Risk
    Nov 20 2025
    What role do central banks play in addressing climate change? Dr Kevin Stiroh, former Federal Reserve and now at Resources for the Future, examines how to frame climate change as a systemic financial risk, what’s at stake, and why evolving macroprudential and microprudential frameworks is essential.
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    55 mins
  • Professor Tapio Schneider, CalTech, on AI Climate Models, Tail Risks, and Small-Scale Processes

    Professor Tapio Schneider, CalTech, on AI Climate Models, Tail Risks, and Small-Scale Processes
    Oct 30 2025
    What's at stake in climate modelling? Professor Tapio Schneider, CalTech, discusses how computational science improves understanding of tail risks and extreme events; why small-scale processes are critical for accurate models; and how finance can better integrate climate data into investments.
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    54 mins