Today’s Talk Your Book is brought to you by KraneShares:
Today we are joined by Luke Oliver, Managing Director, Head of Climate Investments, and Head of Strategy at Kraneshares to discuss Kraneshares suite of climate ETFs.
On today’s show, we discuss:
How emissions are financialized
Voluntary vs compliant carbon markets
How emissions are related to political risk
How the ETF is constructed
What drives carbon price
How KraneShares stock-picks companies
Who are the buyers of carbon credits
Why there was a recent sell-off in carbon markets, and what the future looks like
Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product
Michael Batnick is a managing partner at Ritholtz Wealth Management. He is the co-host of Animal Spirits, What Are Your Thoughts, and The Compound and Friends. For disclosure information please see here.
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