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

Parcel shipping index 2022—Pitney Bowes

America Is Drowning in Packages by Amanda Mull—The Atlantic

How to Spend Way Less Time on Email Every Day by Matt Plummer—Harvard Business Review

World Population Prospects—United Nations Department of Economic and Social Affairs

Global Climate Change Vital Signs—NASA

Congestion Pricing Plan in New York City Clears Final Federal Hurdle by Ana Ley—The New York Times

New Jersey Sues Over Congestion Pricing in New York City by Ana Ley—The New York Times

How the World Really Works by Vaclav Smil—Penguin Random House

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

The Economic Cost of Houston’s Heat: ‘I Don’t Want to Be Here Anymore’ by Rachel Wolfe and Amara Omeokwe—The Wall Street Journal

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

What Really Happens to the Clothes You Donate by Oliver Franklin-Wallis—GQ

OpenAI's Sam Altman launches Worldcoin crypto project by Anna Tong—Reuters

Worldcoin’s premise is a disturbing one by Tabby Kinder—The Financial Times

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