Today’s Animal Spirits 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
- How the carbon trade thesis goes wrong
- The Biggest Short: Carbon Markets & the Energy Transition
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