148: Dan Katz - ESG and Asset Management

Dan Katz - ESG and Asset Management.

 

Dan’s background. (0:05)

 

 

 

 

 

 

 

 

How well do you rate the performance of the federal government? (4:14)

 

 

 

 

 

 

 

 

What was the impact of the pandemic on the Us? (8:17)

 

 

 

 

 

 

 

 

 

 

 

 

The problem with Esg and how Esg has changed. (14:53)

 

 

 

 

 

 

 

 

Active vs passive investing. (18:48)

 

 

 

 

 

 

 

 

 

 

 

 

The shift from active investing to indexing. (25:35)

 

 

 

 

 

 

 

 

The problem with Esg. (29:27)

 

 

 

 

 

 

 

 

The Usa etf and how it works. (34:17)

 

 

 

 

 

 

 

 

The importance of supply chain and geopolitical risk. (38:29)

 

 

 

 

 

 

 

 

Geopolitical risks and opportunities. (43:26)

 

 

 

 

 

 

 

 

Industrial policy and nearshoring. (48:10)