Sloane Ortel and Ashby Monk are joined by Kelly Grotke, a PhD in history and founder of Pattern Recognition Research, to wade into divestment and its implications in the institutional investment world. The conversation explores the role of finance and investing in building the kind of society we want, the challenges of having productive conversations about divestment, and the ideological aversions to considering divestment in an institutional investment context.

Chapters

00:00 Introduction and Why Ashby's Rooting for North Korea

08:17 The Study on Free Money and Its Findings

13:44 China's Role in Investment Strategies

16:24 The Controversy and Potential of Divestment 19:36 Understanding Finance and Private Funds

22:56 The Growing Interest in Divestment

24:52 Over-the-Top Responses and Ideological Barriers

26:20 Long-Term Health and Character of Institutions

27:18 Navigating Divestment Movements and Engaging with Stakeholders

34:27 The Need for Transparency in Endowments and the Investment Industry

42:53 The Value of Hard Conversations and Challenging Existing Ideologies

47:29 Prioritizing the Next Generation and Education in Universities

54:12 Embracing Innovation and Transparency in the Investment Industry

01:02:05 The Potential of AI in Investment Analysis

01:05:02 The Long-Term Investor Fellowship Program at Stanford

01:06:01 Unconventional Management Consulting Interview Questions

01:09:25 Orcas vs. Yachts: A Battle of the Biosphere

01:14:29 Creating a Wildlife Pond in Your Backyard

01:21:20 Outro Music.mp3

Get full access to Free Money at freemoneypodcast.com/subscribe