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capital markets

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement May 19, 2022 by Shayle Kann · across every show →

Everything said about capital markets, oldest first

May 19, 2022 bullish
Opinion
Khan: Climate tech does not yet feel capital scarcity in mid-2022
“I will say, from my side, it doesn't quite yet feel like scarcity. In climate tech world, it may be. Soon, you know, it's hard to predict. We're not quite there yet, though, I don't think”
Shayle Kann May 19, 2022 ▶ 40:11 How will the downturn affect climate tech?
Jul 14, 2022 neutral
Insight
Jacobs: Capital Markets Cannot Catalyze Underdeveloped Infrastructure Markets
“When you have an underdeveloped market, the capital markets are unlikely to be the catalyst for that market to develop. You really need to see customer demand first and foremost that is solid. You need to have products that have product market fit, as you well…”
Scott Jacobs Jul 14, 2022 ▶ 10:15 Crossing the valley of death
Apr 10, 2025 bearish
Assertion Supported
Boomhauer: Capital is persistently failing to enter reinsurance markets
“If you look at people that study reinsurance, they're, the persistent fact is there's not a lot of capital entering these markets”
Dr. Judson Boomhauer Apr 10, 2025 ▶ 32:26 How climate disasters are shaping insurance markets
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