Jefferies' Shah on ESG Investing

The video discusses ESG, focusing on environmental, social, and governance factors that help investors analyze company intangibles and externalities. It highlights the energy transition paradox, where despite significant investment in renewables, fossil fuel demand remains high. The video also addresses investment challenges, emphasizing the need for increased funding in climate adaptation and carbon removal technologies. Finally, it examines global leadership in energy transition, noting China's leading role, the US's efforts to catch up, and Europe's regulatory approach.

What industries should investors focus on for climate adaptation?

Which country is currently the leader in energy transition investing?

What significant legislation is the US implementing to catch up in energy transition?