Buy stocks of electric vehicle makers Tesla and Nio.
MACRO
Clearing Karmic Debt
On a long enough timeline, Karma always wins.
MACRO
Atonement
Covid-19 will accelerate the shift to sustainable, decarbonized economies and resilient inclusive societies.
MACRO
Burn Baby Burn, Climate Inferno
The road to hell is paved with good intentions.
MACRO
Themes for the Next Decade
Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.
TECH
Future Nostalgia
Even after 50 years, the ICT revolution is far from complete. As we look ahead, a green socially sustainable golden age is technologically possible.
SLACK
Community Wisdom: Short Cancer, Long DeFi, Short Bill’s Brain, and Long Idiots
We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.
MACRO
Après pandemic, le déluge?
Changing weather patterns pose a bigger risk than geopolitics. China is the country most vulnerable to flooding as global temperatures rise.
MACRO
The Race to Zero
Now that climate change has become a political and economic priority, the global race to zero emissions is the investment zeitgeist for this decade.
SLACK
Community Wisdom: Long Red Capitalism, Short Convenience, Long Emissions, and Long Parents
We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.
EVENT
Greenwich Dinner Notes: Long Skynet, Short Liars, and Short Anomalies
Bringing together the most interesting people in the most interesting locations for the most interesting ideas.
MACRO
China EVs: the undoing of oil
We believe oil is starting to price in a negative demand shock from global EV adoption. The structural shift in energy markets has begun.
