climate risk

5 statements across 4 episodes · 4 bullish · 0 bearish · 4 people on the record · first statement Jun 8, 2020 by Wendy Cromwell · across every show →

Everything said about climate risk, oldest first

Jun 8, 2020 neutral
Assertion Supported
Physical climate risk is locked in for the next 10 to 15 years
“No matter Which of those two paths that we're on or any of the paths in between the physical manifestations of climate risk over the next 10 to 15 years will be the same.”
Wendy Cromwell Jun 8, 2020 ▶ 45:55 Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
Jun 15, 2020 positive
Insight
Bob Litterman links financial risk management directly to pricing climate risk.
“What I found is that there are a lot of parallels between the way we think about and manage financial risk and the way we should be thinking about managing climate risk.”
Bob Litterman Jun 15, 2020 ▶ 8:25 Sustainable Investing 3: Bob Litterman – Pricing Climate Risk (Capital Allocators, EP.141)
Feb 22, 2021 positive
Insight
Climate risk is non-linear and requires prescriptive corporate disclosure standards
“Climate risk is very unique as compared to traditional financial market risk. It's not linear in the sense that it's predictable, and then you can rely on past quarters or past performance to predict future outcomes. It is a lot of unknowns, and we need to be …”
Rostin Behnam Feb 22, 2021 ▶ 51:50 Acting Chairman Rostin Behnam – CFTC Regulatory Perspectives on Crypto and Climate (Capital Allocators, EP.178)
Feb 22, 2021 positive
Insight
CFTC derivatives markets historically evolved to mitigate agricultural climate risks
“Historically, we are a market that helps mitigate, in many respects, climate risk. It's certainly commercial risk for a farmer or rancher to be able to know that someone's going to be able to buy their harvest at the end of the season, but ultimately, if you'r…”
Rostin Behnam Feb 22, 2021 ▶ 35:51 Acting Chairman Rostin Behnam – CFTC Regulatory Perspectives on Crypto and Climate (Capital Allocators, EP.178)
Sep 22, 2025 positive
Insight
Wagner: Slow-moving climate risk creates mispricings against volatile annual reinsurance swings
“Year to year, you don't have big changes in the risk of a large hurricane. Over 10 years, 20 years you do, which is kind of what we've seen, but it's a slow moving increase in risk. That's what's fascinating to us is because you can have these year to year cha…”
Herb Wagner Sep 22, 2025 ▶ 55:05 Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
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