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)