Market Medium

What happens when you take every carbon or net zero pledge and map them against CEO life expectancy? Well, two things: first, you find out your CEOs won't be the one who's accountable. Second, you find out that maybe they COULD be... if more of them were women. On Matt Makes.

If BlackRock has a "bro culture" problem, YOU have a "bro culture" problem

This week, as I wallowed through director board bios, I stumbled on a stupid question: which do you think investors prefer, board members with PhDs? Or board members with executive experience? Or maybe both? Turns out, I was wrong either way.

2021 Woke Data ESG Trends: Because there aren't enough of them

Using social network analysis on over 72,000 global members of publicly traded corporate boards tells you something. It tells you that your board is full of viral ideas, ideas that might (or might not) truly suck. Shoutout to Mike DiSabato of the MSCI ESG Now podcast for asking the questions.

A conversation with analysts on why your corporate governance analysis sucks: Netflix vs. Facebook

Matt gets his brainstorm on, but not alone - the brilliant analyst Dana Sasarean joins him for an unfettered look at carbon targets in 2050, why they're necessary, and how governing long-termism is a problem. But maybe, if Matt's dumb ideas are possible, it's manageable?

Call it an ESG adjacent analysis? I went down a rabbit hole: what happens when an older, rich venture capitalist gives a 20 year old tons of money and calls them tech messiahs? They become incubated geese, that's what. A quick analysis of governance in newly minted IPOs looking a VC influence.

ESG analysis has a tendency to be driven by arbitrary themes. But there's a concrete way to look at a company BEFORE you get to ESG, and that's stakeholders. Today, dissecting Amazon through a stakeholder lens tells a fuller story of where ESG risk could become ESG cost - and what could trigger it.

Is Boeing a manufacturer? Or are they a tech company? Matt does an ESG breakdown of Boeing.