In episode 115, Alex Proimos speaks with Michael Lebbon, founder of Emmi.
This episode discusses the decoupling of global growth from carbon emissions. We delve into the evolution of carbon price and credits and how negative screening of industries and sectors is not only counterproductive to the transition to net-zero. We also discuss financial carbon risk and its expected relationship to expected returns and how portfolio managers can use an understanding of carbon as a risk mitigator.
