The Sustainability Story podcast explores how environmental, social, and governance issues intersect with the investment industry and the global financial system. Each episode features insights from leading experts and practitioners who share stories of innovation and real-world experiences in sustainable investing. To reach our hosts regarding sustainability-related topics: Deborah Kidd at [email protected], Nicole Gehrig at [email protected] and Paul Moody at Paul. ...
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Institute For Global Environmental Strategies Podcasts
The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision. Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Subscribe on YouTube: https://www.youtube.com/@ForwardGuidanceBW Follow Blockworks: http ...
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Sustainability, Climate Change, Renewable Energy, Politics, Activism, Biodiversity, Carbon Footprint, Wildlife, Regenerative Agriculture, Circular Economy, Extinction, Net-Zero · One Planet Podcast
Mia Funk
The story of our environment may well be the most important story this century. We focus on issues facing people and the planet. Leading environmentalists, organizations, activists, and conservationists discuss meaningful ways to create a better and more sustainable future. Participants include EARTHDAY.ORG, Greenpeace, UNESCO World Heritage Centre, PETA, European Environment Agency, Peter Singer, 350.org, UNESCO Mahatma Gandhi Institute of Education for Peace and Sustainable Development, Ci ...
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Global Security Briefing provides regular insights from leading international experts to help you make sense of the far-reaching changes affecting international security around the globe. Hosted by analysts from RUSI's International Security Studies team, the podcast looks at how the UK can best shape its foreign and security policies in an increasingly dynamic international environment. The Global Security Briefing channel is also host to a back-catalogue of episodes from the concluded RUSI ...
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About Sustainability… is a podcast presented by the Institute for Global Environmental Strategies, featuring IGES staff and guests having in-depth discussions about sustainability-related topics. Each episode addresses a different topic of conversation -- be it an upcoming event, a debate of interest, or an interesting research finding. With the topic as a starting point, we see where the conversation takes us. We aim at a broad audience, so we avoid using jargon and try not to assume lots o ...
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The Perspectives Journal Podcast complements the journal and opinions content of Perspectives: A Canadian Journal of Political Economy and Social Democracy, to bring out left-wing ideas and strategy in a new and ever-evolving format. The podcast features interviews with policy experts, to dig deeper into the progressive angles of the issues affecting working-class, ordinary Canadians. Hosted by editor-in-chief, Clement Nocos, the Perspectives Journal Podcast aims to bring forward timely anal ...
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CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are nearly 200,000 CFA Charterholders worldwide in more than 160 markets. CFA Insti ...
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Industry Insights - The EFM Podcast is about and for the entertainment industry. The podcast features long episodes as a year-round series, with short episodes to be aired only during the five-day virtual event of the EFM 2021. As the first international film market of the year, the European Film Market is where the film industry starts its business of the year. Industry Insights - The EFM Podcast will put the spotlight on highly topical and trendsetting industry issues, thereby creating a c ...
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To address climate crisis, we have to pursue an energy system based on renewable energy and other low carbon technology. Through reasonable discussions with a variety of researchers from institutes and think tanks, this podcast informs curious minds of poliy debate on sustainable energy transition and global climate governance. The podcast is now being updated for its second season. The first season was called the REEI Energy and Climate Podcast.
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Institutional Demand for Crypto is Accelerating | Matt Hougan
31:48
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31:48In this episode, CIO of Bitwise Matt Hougan joins us live from DAS London to discuss the surging institutional demand for crypto, the accelerating growth of crypto ETFs, the impact of SEC rule changes, the rise of perpetuals and stablecoins, and how allocations from major institutions are expanding rapidly. Matt highlights why crypto is becoming ma…
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Activists Make History: Draw the Line with Atiya Jaffar
34:00
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34:00The 350 Canada Campaigns Manager collaborated with climate, labour, Indigenous, and social justice movements to draw the line against fossil fuel expansion. On September 20, 2025, thousands of Canadians took to the streets uniting climate justice, migrant justice, economic justice, Indigenous rights, and anti-war movements, calling for government a…
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Listening to the Planet - Writers' Perspectives on Nature, Place & Interconnectedness
12:31
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12:31How do our environments shape who we are and how we care for the world and each other? There are many solutions to climate change, inequality, and poverty around the world. How can we learn from them and transform our society? Eiren Caffall (All the Water in the World) discusses the importance of embracing complexity and emotional flexibility in fa…
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Global Liquidity Cycle & the Worldwide Rush Into Hard Assets | Weekly Roundup
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37:00This week, we’re joined by Michael Howell of CrossBorder Capital live from DAS London to break down the global liquidity cycle, the hidden recession and re-acceleration in the U.S., the impact of monetary debasement on gold and Bitcoin, China’s liquidity surge and stablecoin risks, and Europe’s structural challenges. We close with why today’s envir…
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Social Democrats of the North - Phillips Thompson: Labor Reform Songster
16:31
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16:31The prolific satirist-turned-labour-leader penned the first full account of working-class struggles in 19th century Canada. Shortly after Confederation, Canadian cities were teeming with impoverished workers and rapid industrialization. While socialist movements were taking shape across Europe, Phillips Thompson became a leading voice for Canadian …
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Taiwan’s Strategic Balancing Act Amid US-China Tensions
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44:48Can Taipei maintain stability amid great power competition? Taiwan is facing rising Chinese pressure and increasingly uncertain US backing. As cross-strait tensions intensify, the central question for Taipei is whether it can maintain its delicate status quo. In this episode of Global Security Briefing, Neil Melvin is joined by Dr Philip Shetler-Jo…
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Crypto's Biggest Liquidation, DAT Strategies, & The Purification Trade | Jeff Park
33:49
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33:49In this episode, CIO of ProCap Jeff Park unpacks the recent crypto market meltdown, the dangers of over-leveraging in perpetual futures, and why Bitcoin could now front-run altcoins. He also gives insights into ProCap’s work as a Bitcoin treasury company, the future of DATs, and reframes the “debasement trade” as a “purification trade” in today’s d…
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In September 2025 the Broadbent Institute joined left–wing think tanks from Chile, Brazil, Colombia, Mexico, Uruguay and Spain to support the establishment of a global network of think tanks that produce rigorous analysis, foster data-driven debate, and contribute to the search for proposals in defense of democracy. In the declarative agreement beh…
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The Ingredients Are in Place for a Blow-Off Top | Weekly Roundup
57:46
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57:46This week, we discuss the government shutdown and market melt-up, Paul Tudor Jones’ blow off bull market call, an update to the gold trade, the AI CapEx boom and its circular financing, and Quinn’s ETH bull thesis. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Foll…
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The Recession Has Already Started | George Robertson
56:42
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56:42In this episode, George Robertson returns to break down why he’s turned bearish. He explains why he thinks massive fiscal tightening from tariffs and job cuts, corporate profits rolling over, and the flow-of-funds are signaling recession even as markets sit at all-time highs. He walks through employment indicators, withholding data, and the widenin…
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Bill Green: Rethinking Infrastructure Investing for a Changing Climate
27:36
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This Bull Market Has Legs | Weekly Roundup
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55:24This week, we dig into the government shutdown, weakening labor markets, AI’s role in productivity, Michael Howell’s demographic analysis, and how fiscal and market structure dynamics set the stage for a potential risk-asset melt-up. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter…
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Social Democrats of the North - Médéric Lanctôt: Canada's First Social Democrat
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15:14It’s 1867 and Canada has just officially separated itself from Great Britain and become its own country. But, are there any social democrats around? In this episode, we meet Médéric Lanctôt - the journalist, politician, and union leader from Montreal who can be considered to be Canada’s first social democrat. From working with the homeless to organ…
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Trump’s Stalled Peace Push and the Future of the Ukraine War
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44:17As the end of the fourth year of the Russia-Ukraine war approaches, questions mount over President Trump’s peace efforts and shifting international dynamics. In this episode of Global Security Briefing, Neil Melvin is joined by Andriy Zagorodnyuk, a former Ukrainian Minister of Defence and now Chairman of the Centre for Defence Strategies in Kyiv, …
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Emerging Markets, Stablecoins & Why You Should Look Beyond the U.S. | Amy Oldenburg
21:05
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21:05Live from the Origin Summit, hosted by Story and Blockworks, Morgan Stanley’s Head of Emerging Markets Equity Amy Oldenburg explains how her journey from tech to emerging markets led her to crypto, why mobile-first nations are fertile ground for stablecoins, how governments and banks are wrestling with this shift, and where she sees the next big op…
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Economic Reacceleration or Growth Scare? | Weekly Roundup
1:07:36
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1:07:36This week, we discuss the biggest risks to the economy, whether Mag7 is a bubble, surprisingly strong consumer data, the increasingly noisy housing and labor markets, risks around Fed policy and dollar liquidity, and why gold has been a cleaner macro hedge than Bitcoin. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com…
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Inevitable Money Printing Will Drive A “Debt Doom Loop” | Arthur Hayes
27:20
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27:20Live from the Origin Summit, hosted by Story and Blockworks, Co-Founder of BitMEX & CIO of Maelstrom Arthur Hayes shares his macro view on the erosion of Fed independence, inevitable money printing, and how these forces intersect with crypto markets. He covers Bitcoin’s performance versus gold and stocks, the political choices around AI’s productiv…
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Winners & Losers After The Fed’s Dovish Pivot | Weekly Roundup
52:37
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52:37This week, we discuss the Fed rate cut and dovish pivot, exacerbating the K-shaped economy, why the dollar could be bottoming, and why gold helps Quinn sleep at night. We also dig into Bitcoin’s correlation to gold, the hollowing out of public markets by private credit, and more. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: htt…
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Carney and the Calgary School with Mack Penner
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28:13In the the Summer 2025 issue of Perspectives Journal, University of Calgary post doc and Parkland Institute board member Mack Penner wrote ‘Carney and the Calgary School: or, Passive Revolution and Canada’s Social State in the Neoliberal Era,’ tracing the origins of Prime Minister Mark Carney’s economic thinking to the Calgary School. The Calgary S…
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Energy & Trade Wars Are Rewriting the World Order | Helen Thompson
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44:45In this episode, Professor of Political Economy at Cambridge Helen Thompson joins the show to discuss how Trump’s trade war, China’s energy and rare earth dominance, the Western Hemisphere’s oil boom, and NATO’s fiscal squeeze are reshaping global power. Enjoy! __ Follow Helen: https://x.com/HelenHet20 Follow Felix: https://x.com/fejau_inc Follow F…
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Turkey’s Balancing Act: Prospects for Stabilisation in Syria and Iraq
58:43
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58:43Can Turkey act as a stabilising force in Syria and Iraq, or are its policies driven by short-term security concerns? As Ankara seeks to navigate the shifting geopolitical landscape of the Middle East, its approach to Syria and Iraq has become a key test of its regional influence. In this episode of Global Security Briefing, Neil Melvin is joined by…
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Activists Make History: Holding the Line with Wesley Lesosky, CUPE Air Canada Component President
37:00
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37:00Peggy Nash chats with Air Canada flight attendants union leader Wesley Lesosky about the recent strike and the fight for fair pay in the airline industry. In August 2025, Air Canada flight attendants made headlines for striking when the employer left the bargaining table and for refusing to follow back-to-work orders issued by the Carney government…
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The Data Is Screaming Two-Speed Economy | Weekly Roundup
54:51
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54:51This week, Quinn and Tyler cover lighter-than-expected PPI data, the Fed’s shifting focus from inflation to labor, deep labor-market revisions showing a “two-speed” U.S. economy, surging AI/data-center CapEx alongside weakening Main Street, and the concentration risks of mega-cap stocks and buybacks. Enjoy! — Follow Tyler: https://x.com/Tyler_Nevil…
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Former Barclays CEO’s Big Bet on Hyperliquid’s Explosive Growth | Bob Diamond & David Schamis
45:15
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45:15In this episode, Founders of Atlas Merchant Capital Bob Diamond and David Schamis discuss their journey from traditional finance to digital assets. They discuss Hyperliquid’s explosive growth, permissionless financial rails, and the innovation of perpetual swaps. We also cover the unique token model with daily buybacks, how Atlas is bringing access…
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Daniel Warcholak, CFA: Understanding Climate Risk in Mortgage-Backed Securities
35:23
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35:23How do climate events, transition risks, and insurance costs shape the future of commercial mortgage-backed securities? Daniel Warcholak, CFA, Head of Capital Markets at Basis Investment Group, joins host, Nicole Gehrig, Director, Global Industry Standards at CFA institute, to share his perspective on how extreme weather events, sustainability tran…
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The Fed Is Cornered By Stagflation After Jobs Collapse | Weekly Roundup
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42:07This week, we discuss all the growing list of weaker labor market data after August NFP showed just 22K jobs added. We also debate whether the Fed will have room to cut 50bps in September while stagflation rears its head, the potential implications if tariffs are overturned, and whether it’s time to be concerned about liquidity and Fed plumbing. Ul…
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The UK's 2025 Carrier Strike Group Deployment and Britain’s Indo-Pacific Tilt.
48:25
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48:25The Royal Navy Fleet flagship in Asia prompts a critical question: How serious is Britain about the Indo-Pacific? Against a backdrop of deepening UK - Japan defence and economic ties, shifting US engagement, and growing regional security pressures, this episode of Global Security Briefing explores what the HMS Prince of Wales' 2025 mission reveals …
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Why Everyone Keeps Misreading The New Macro Regime | Ben Kizemchuk
56:20
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56:20In this episode, Ben Kizemchuk joins the show to discuss his “Four Fs” macro framework – Fiscal Dominance, Financial Repression, Fiat Currency, & Passive Flows – arguing that we’re in a unique historical moment where all four are converging at once. He explains how fiscal spending reshapes growth, why financial repression and passive flows stabiliz…
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Marketing that Works: Tools and Tactics to Move the Needle
52:57
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52:57Industry Insights – The EFM Podcast is presented by the European Film Market of the Berlinale. Hosted by Curator, Moderator and Founder of The Catalysts, AC Coppens, it puts a spotlight on highly topical and trend setting industry issues, creating a compass for the forthcoming film year. Join us for the latest episode of Industry Insights - Today’s…
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The Post-Summer Market Rotation is Here | Weekly Roundup
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55:52This week, we break down the seasonal market pivot around Labor Day, how systematic strategies dominate price action, and why inflation and economic re-acceleration could make a September rate cut a policy mistake. We also dive into the shift from capital to labor, growing government intervention in markets, parallels between AI CapEx and past gold…
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Trump’s Tariffs Could Stall Growth Before 2026 Surge | Alfonso Peccatiello
48:06
48:06
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48:06In this episode, founder of The Macro Compass Alfonso Peccatiello breaks down the clash between Trump’s political influence on the Fed, the reality of U.S. fiscal policy, and how to think about global markets at this moment in time. We also dig into forward rate pricing, the TGA rebuild, and the role of commodities and crypto in a world of loose mo…
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Building a Vital Earth for Everyone with President of Environmental Defense Fund’s EDF Action DAVID KIEVE
46:32
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46:32“I think my role and where I'm most comfortable is focusing on the economic harms that the choices this administration is making will limit access to affordable, clean energy. Affordable energy overall, and that they will wind up harming the American people. EDF is standing up and fighting the Trump administration in court every single day. We beli…
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Will Powell’s Jackson Hole Speech Break Markets? | Weekly Roundup
53:12
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53:12This week, we break down the upcoming Jackson Hole Symposium and whether we can expect a dovish or hawkish tilt from Powell’s legacy speech. We also dig into the Fed’s five-year policy review, Trump’s Fed takeover strategy, foreign retreat from Treasury auctions, and whether the risks of inflation are greater than the risk of recession. Enjoy! — Fo…
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Crypto Credit Markets Will Rewrite Risk Management | David Grider
49:03
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49:03In this episode, David Grider of Finality Capital shares how he runs a digital asset hedge fund, the rise of digital asset treasury companies, and the evolving credit and derivatives markets shaping institutional crypto adoption. He also explains how macro liquidity signals drive his strategy and why the new toolbox of crypto credit instruments is …
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Markets Are Underestimating the Risk of a 10–15% Correction | Weekly Roundup
1:07:41
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1:07:41This week, Brent Johnson joins us to break down the latest CPI & PPI data, the potential for September rate cuts, and why he thinks we’re ripe for a 10–15% correction. We also unpack Trump’s political strategy toward Powell, Brent’s dollar milkshake theory, and AI’s long-term impact on productivity, inflation, and the next generation. Enjoy! — Foll…
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What Do We Do with the One Life We’re Given? - Environmentalists, Scientists, Writers & Philosophers Share their Stories
16:09
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16:09In this time of rapid technological change, how do we hold onto our humanity? How do stories, traditions, and community help us find meaning in loss and face an uncertain future? How can science, art, and spirituality open new pathways to understanding ourselves and the human experience? PAUL SHRIVASTAVA (Co-President, The Club of Rome) discusses t…
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Should We Be Worried About Jobs Report Revisions? | Guy Berger
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57:02In this episode, labor market economist Guy Berger breaks down how jobs data is collected, why revisions happen, and how to interpret them in context. He explains the roles of NFP, claims, and JOLTS data, the impact of immigration shifts on labor supply, and how business surveys can signal future hiring trends. Berger also digs into why the current…
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From 'Bee: Wild' to the 'Kiss the Ground' Regenerative Agriculture Documentary Trilogy - Highlights
15:03
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15:03"For the last two decades, I've made over 20 films about the environment, starting with oil and carbon emissions. Those films, Kiss the Ground and now Common Ground, talk about how we can stabilize the climate, reverse climate change, grow nutrient-dense food, and help farmers make a profit through biodiversity and regenerative practices and princi…
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The Financial Repression Endgame | Weekly Roundup
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56:35This week, we discuss the wild shifts in September rate cut odds, President Trump's recent nomination of Stephen Miran to the Federal Reserve Board, and the meltdown in commercial real estate & public pensions. We also game out different tariff scenarios, the impact of the TGA rebuild, and the economy’s slow-moving trainwreck. Enjoy! — Follow Tyler…
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Clare Brook: From Sustainable Finance to Ocean Impact in the Blue Economy
32:54
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32:54In this episode, Paul Moody interviews Clare Brook, a veteran of 24 years in sustainable finance who now leads Blue Marine Foundation. In their conversation Clare reflects on her journey from managing ESG funds and co-founding an investment firm to running an NGO dedicated to protecting the blue planet. Clare and Paul dive into innovative ways fina…
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Environmental negotiations: Discussions that shape our future
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57:58
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57:58In this episode, Dwayne Appleby and Andre Mader had an illuminating discussion about multilateral environmental agreements (MEAs) and their negotiations. Their guest was none other than IGES Executive Director, Hiroshi Ono. With a wealth of experience as part of Japan’s negotiation team at various meetings in the past, Ono-san sheds light on how th…
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Markets Haven’t Priced In The End of Fiscal Tailwinds | Andy Constan
1:11:09
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1:11:09In this episode, Founder & CIO of Damped Spring Andy Constan breaks down the three major macro levers shaping markets right now: a cautious Fed at a leadership crossroads, a Treasury issuing cold water via its QRA policy, and a fiscal impulse that looks contractionary once tariffs are factored in. He argues that while markets may be riding “run it …
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Naomi Klein: The Rise of End-of-the-World Fascism and Resistance from the Global South
29:36
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29:36At the 2025 Panamerican Congress in Mexico City, held August 1st to 3rd, hosted by Mexican President Claudia Sheinbaum and her Morena Parliamentary Group, Canadian journalist Naomi Klein gave remarks at the Esperanza Iris theatre. The author of 'The Shock Doctrine,' 'No Logo,' and most recently the memoir 'Doppelganger,' presented remarks to delega…
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All About Bees, Soil & Regeneration with Documentary Filmmaker REBECCA TICKELL
1:00:46
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1:00:46“I didn't really appreciate bees until I became a farmer, and then I started to understand how essential bees are for our food. They pollinate 70% of our food, and that feeds 90% of the world. There's a whole world of insects that creates the color in our food; it's what creates the flavor in our food. It's part of our biodiversity, and it's essent…
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Will Market Euphoria Cool Off In August? | Weekly Round-Up
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59:36In this episode, we explore what’s next for markets after a week packed with major economic data. We break down the recent surge in market euphoria, discuss whether stagflation is taking hold, and examine the outlook for growth—plus much more. Enjoy! __ Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: http…
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Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot
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51:04In this LIVE FOMC meeting reaction, we’re bringing together three of the sharpest minds in macro – Joseph Wang, Brent Donnelly, and Bob Elliott – to break down the Fed interest rate decision, Powell’s press conference, and what it all means for markets going forward.__Follow Joseph: https://x.com/FedGuy12Follow Brent: https://x.com/donnelly_brentFo…
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Canada’s Tax Haven Dilemma with Jared Walker
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19:54
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19:54At this time last year in late July 2024, Brazilian Finance Minister Fernando Haddad announced that G20 finance leaders were poised to endorse a joint declaration on international tax cooperation that would hopefully help to clamp down on so-called “tax havens” by encouraging G20 countries to standardize taxes on billionaires. Since then, Canada, a…
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The Fed Is Fueling A New Inflation Wave | Danny Dayan
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55:33In this episode, Danny Dayan breaks down his framework for analyzing financial conditions and their real-time impact on growth and inflation. He explains why traditional rate transmission mechanisms are breaking down, how immigration and tariffs are distorting the labor market and inflation, and why the Fed may be behind the curve. Danny also lays …
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Revolutionizing Investment Strategies with Carbon Tracker - MARK CAMPANALE - Highlights
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11:11“We're living in a fascinating time, and unfortunately, to an extent, Europe and, very much so, North America are trying to hold onto the past while other parts of the world, like China, Taiwan, Korea, and Japan, are looking to the future. As an Italian citizen and an English citizen, I feel that we’ve left ourselves behind and that others are taki…
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Can Finance Revolutionize Climate Action? with MARK CAMPANALE, Founder of Carbon Tracker
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45:54“Carbon Tracker is a non-profit financial think tank focused on change and the energy transition. I set it up because I spent 20 years working in the financial world, and I noticed that a lot of coal, oil, and gas projects, even with all the evidence we know about climate change, were getting financed through banks and the stock market. It was almo…
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