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Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Once a celebrated investment concept amassing over $50 trillion in assets, ESG is now facing criticism and skepticism. George Aliferis reflects on ESG, recalling previous podcast conversations with two experts: Alex Edmans, an academic and author, and James Lawrence, Head of Investment at Smart Pension. If it's end of ESG, is this the beginning of something better?
Newsletter: https://investorama.substack.com/
Podcast with Alex Edmans:
Podcast with James Lawrence:
TIMESTAMPS
00:00 ESG: a $50 trillion investment management success
02:28 The rise of esg
04:33 The end of the rule of metrics (vs. judgement)
08:18 The end of short-term thinking (vs. long-term)
10:10 The end of black and white thinking (vs. nuance)
14:58 The end of ESG
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com
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