Research & Insights

Research & Insights

Issue #5

How the color red influences investor behaviors and actions; $123 billion in long-term equity declines across the fossil fuel sector; Are we about to see an epic boom in entrepreneurship?; The four pillars of Shopify.

Energy 2.0

How virtual power plants (VPPs) and software are creating new, renewable, and disruptive opportunities for long-term investors.

Issue #4

Cracking the "Covid code” with genomic sequencing; How Spotify uses machine learning and AI to curate your playlists (podcast); Leveraging neural nets (and a First Principles approach) to create a fully autonomous transportation system.

Issue #3

Using computer vision and AI to unlock autonomous transportation (podcast); How to pick the stock pickers; The five psychological attributes of any successful long-term investor; The second boom of renewable technology innovation is here.

Issue #2

How to prepare for the robot and AI revolution; Meet the godfather of AI—an upright Brit named Geoff Hinton; There is a trillion-dollar bubble brewing in conventional energy assets.

Issue #1

Virtual worlds, digital economies, and, yes, NFTs; The big battery boom (and why lithium is the new oil); Riding winners—when it's a winner-take-all game.

Q&A with Tony Seba

“We are on the cusp of the fastest, deepest, most profound disruption of the energy sector in over a century.”

Q&A with Arne Alsin and Philip Bland

“And one thing that gets us really excited about the future, it's not just the opportunity set—it’s that we think we’re really early. And we think lots of investors will begin to see the world how we do, it’s just a matter of time”

Q&A with Arne Alsin and Eric Markowitz

“So as an investor, just from a risk perspective, you want to think in terms ‘I want to own companies that are going to last, that have a long runway for growth and prosperity.’”

2020 Investor Outlook

We are heading towards a carbon-free future. The renewable energy revolution is a multi-trillion dollar opportunity.

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