148: Dan Katz - ESG and Asset Management

Dan Katz - ESG and Asset Management.   Dan’s background. (0:05)                 How well do you rate the performance of the federal government? (4:14)                 What was the impact of the pandemic on the Us? (8:17)                         The problem with Esg and how Esg has changed. (14:53)                 Active vs passive investing. (18:48)                         The shift from active investing to indexing. (25:35)                 The problem with Esg. (29:27)                 The Usa etf and how it works. (34:17)                 The importance of supply chain and geopolitical risk. (38:29)                 Geopolitical risks and opportunities. (43:26)                 Industrial policy and nearshoring. (48:10)