A series of interviews reveal how the world is changing, and what opportunities exist to be sustainable.
Specifically, in threading these seemingly disparate works, they really complement each other.
The “Valuing Land…” discussion points to unique challenges and opportunities in Texas. The value of the large expanses of Texas are changing, and landowners are looking to new models. The energy transition plays a role. Natural capital underlies the dynamics. (More natural capital links below.)
In the “Mysteries of Pricing Real Estate,” a takeaway is that real estate as an illiquid asset, holds high reward opportunities. There’s a lot to unpack relative to that, but in comparison with highly-liquid markets, this becomes clear.
Finally, the video interview about the changing energy world and investment themes for the year ahead (and really for a long time) highlights how the energy industry is addressing carbon and GHG emissions reductions as it powers the globe. The market fundamentals apply, as do geopolitics and identifying core and emerging competencies. Capital flows are following new pathways.
As shifts in market players occur, post-pandemic and in a normalizing interest rate environment, new ways to look at leading firms offers a guide to the future. As I wrote in “Riding the Waves…”, Wang’s innovative research reveals the pulses of the market; it’s kind of finance rocket science. And in all of the above, the market, broadly speaking, ultimately determines how we are shaping our future and allocating resources. We have choices, and as mentioned in passing in my “Fluid Energy…” video, physics and innovation have tradeoffs. One has to think big picture as my post-Seattle commentary below hits upon.
Natural capital
Post-Seattle musings: sustainability and capital.
Natural capital in full bloom.
Interviewed about nature’s assets related to iconic Texas ranch
“Over time, a growing population and development have increased demand for all the earth’s resources, prompting a growing awareness of the need for sustainability. Today, the public, governments, non-governmental organizations, universities, and businesses worldwide, are recognizing the true value of natural resources and the land that houses them. Investors are paying attention too, putting [the] value of land and its attendant resources on a new trajectory. — from interview with JW by Land (though unattributed)