In this episode, we dive into why resilience is becoming a global commodity: something measurable, investable, and increasingly essential for financial markets. Laura explains that markets are ultimately emotional human systems, and those emotions are driving a new wave of products designed for a world shaped by shocks: resilience bonds, KPI-linked loans, and tools that turn future stability into real market value.

We look at how extreme weather is already influencing portfolios, businesses, and communities - not as a distant issue, but as daily lived experience. From wildfire smoke drifting into New York to the question of whether a company will survive the next 20 years, resilience is quickly moving from “fuzzy concept” to hard financial necessity.

We also touch on the massive data challenge behind all of this, from security analytics to power- and water-strained data centers that make the case for resilience even stronger. Add in the coming generational wealth transfer, and you get new motivations and new emotional drivers reshaping how people participate in markets.

Finally, we explore where the opportunities lie—for insurers, tech startups, municipalities, and homeowners—and how AI may accelerate the ability to measure, price, and trade resilience at scale.

Chapters

00:00 Introduction to Resilience and Its Economic Perspective

02:46 Laura's Journey Economics

05:42 The Role of Capital in Transitions

08:32 Understanding Risks and Market Reactions

11:10 The Importance of Resilience in Business

14:17 Resilience as a Commodity

17:05 The Future of Insurance and Resilience Bonds

19:56 The Impact of AI on Resilience and Investment

22:52 Generational Wealth Transfer and

25:40 Opportunities in Resilience Technologies

28:32 Conclusion: Embracing Change and Innovation