Today’s guest is Kingsmill Bond, a longtime equity analyst and strategist, who has provided insights on the energy industry on behalf of some of the largest banks and asset managers in the world. After recognizing the implications of the energy transition for financial markets, he went to work for the pioneering London-based nonprofit financial think tank Carbon Tracker Initiative. Still in London, he’s now a Senior Principal on the strategy team at the U.S.-based nonprofit RMI. 

Mentioned in/relevant to this episode: 

• The Innovator’s Dilemma, by Clayton M. Christensen
• How Big Things Get Done, by Bent Flyvbjerg and Dan Gardner
• Carbon Tracker Initiative 
• RMI
• Kingsmill Bond web site