Given climate change and other risks, how should you invest for the next forty years?

Topics covered include:

What predictions from the last forty years came true and which didn't
Why the next forty years will have a lot of similarities to the last forty years despite the promise of AI
Why the scale and complexity of the world make big transitions away from oil, cement, and natural gas unlikely
Why economic growth and consumption will likely continue leading to positive investment returns
How should our portfolios and lifestyle be structured to build resilience

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Show Notes

The Third Wave by Alvin Toffler—Penguin Random House

Does Sam Altman Know What He's Creating? by Ross Andersen—The Atlantic

SEC Proposes Rules to Enhance and Standardize Climate-Related Disclosures for Investors—U.S. Securities and Exchange Commission

SEC’s Climate-Disclosure Rule Isn’t Here, but It May as Well Be, Many Businesses Say by Richard Vanderford—The Wall Street Journal

Market Myopia's Climate Bubble by Madison Condon—Boston University School of Law

Crisis-Proof Investing: Strategies for a Shaky Future

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