On a temperate mid-January day, I flew South to the Texas Triangle with chief executive Randy Kendrick to visit Sandow Lakes Ranch. I liken his development to the best case of reindustrialization and circular economy envisioned. Many hands were involved and forces at play…
The SXSW IVY Family Office Network conference revealed many trends, and importantly, what investors and entrepreneurs are advancing. Most importantly, the people. Shout out to women for Women’s History month with a few curated inspirations.
On October 11-12, University of Montana and Montana World Affairs will host a conference covering topics in energy, diplomacy, geopolitics and technology. I’ll present my body of work there.
Jaunting through desertscapes…natural capital. Exploring resources for a 8/17 Montana radio interview that precedes an upcoming University of Montana talk in October.
In a comprehensive study of foreign stocks, returns become “normal” through reducing multidimensionality to one. Importantly, the characteristics of firms matter, whether across oceans or within countries.
Trudging through the impact of the SVB crisis at an investor conference, the agenda segued to investment themes at hand. My energy presentation felt like a “Lord of the Rings” version relative to the rest of the room.
An energetic panel discussion on ESG 2.0 — sustainable energy from my view. My presentation centered on the energy transition based on a trilogy of video interviews.
The energy transition is revealing contours. Fundamentals, geopolitics and investment are drivers. The case of Texas illustrates how it looks on the ground.
Blustering north winds, fiery sun, ranched lands, and oil fields—all seen as plentiful lucrative resources in Texas—are colliding. A sustainable Texas may offer new lessons in energy, land use and the means of working with nature. The challenges of growth and grids are appearing.