May 15 2023 54 mins 27
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)
