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Mike Clark's avatar

Bob - Thanks for the mention. Looking forward to meeting later today.

Heavy lifting - yes, more hands help.

Here is where I am (apart from the geeky accounting stuff...):

*societal risk and financial risk are different risk paradigms (Meadows level 2)

*the climate transition is essentially an energy transition, so...

*The Joule Is Mightier Than The Dollar

*That last phrase has other (geeky?!) siblings from my work with the US military (yes, really)

*We know that asset owners should be financing the economic activity their savers (as citizens) need, and steering away from economic activity that destroys their future. MPT gets in the way, but we are gradually realising what "It's only a theory" leads to.

*For example, Tracking Error is an erroneous concept is you are trying to tackle the wrong goal

*Insurance seems to be the place that will give rise to the tipping points in financial markets more generally

See you later!

Mike

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george fleck's avatar

A good read… On The Move by Abraham Lustgarten

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