12:50 – THE NEWS! CalPERS is getting closer to hiring a new CIO and other big developments that will come in the new year.
24:59 – Trend #1 – 2022 should be the year when fiduciary investors’ commitments to go net-zero and fossil fuel free actually get some teeth.
29:36 – Trend #2 – Robinhood’s acquisition of Say Technologies might herald a new era of retail-driven shareholder engagement.
33:01 – Trend #3 – Tools and techniques for facilitating long-termism go mainstream thanks to the Long-Term Stock Exchange, Sequoia Fund, and growing adoption of ESG among long-term investors
36:44 – Trend #4 – Earth gets a black box to trace earth’s unfolding climate crisis as it unfolds, recording data that future civilizations can find and learn from about how we reckoned with existential threats.
40:40 – Trend #5 – Investment decision-making shifts formally from a process-based model to a data-driven decision model (and Ashby explains what that means).
46:41 – Trend #6 – Sustainable investing starts getting real (and Sloane explains what that means).
52:30 – HARD THINGS – Sloane and Ashby talk about the challenges they’ve encountered in their respective projects
1:01:17 – Listener question #1 – Did you change your mind about anything big this year?
1:05:30 – Listener question #2 – What’s your favorite desk toy?
1:07:10 – Listener question #3 – If you could go back in time and kill the person who ate and/or had sex with a pangolin to start the pandemic, would you? Nobody would know you did it.
1:11:02 – THE GARDEN TIP