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It’s been brought to my attention that the Economist cover story is blaming Gen-Z socialism on “an influential group of socialist academics” led by @isabellamweber.bsky.social. Turns out Gen-Z got radicalized by … our analysis of corporate earnings calls. Huge if true!
19h
Benjamin Braun
Global environmental governance after liberal environmentalism: Review of International Political Economy @jennifer-clapp.bsky.social @jacktaggart.bsky.social @policyrelevant.bsky.social www.tandfonline.com/doi/full/10....
20h
Global environmental governance has long been predicated on a normative compromise, commonly referred to as ‘liberal environmentalism’, which posits that addressing global environmental challenges ...
www.tandfonline.com
Global environmental governance after liberal environmentalism
Antulio Rosales
IRR is private equity’s most well-known math crime, but this is a good post on another type of presentation — the value bridge — which often makes the absurd conclusion that the use of debt is not how PE firms make their money.
Active and passive funds are probably going to have to fork out over $14bn for SpaceX stock simply because of the recent indexing fiddles. 👉 www.ft.com/content/d406...
1d
oh good, I was hoping a property insurer would have the opportunity to double down on their exposures via private real estate funds.
🚨new paper🚨 from me and @gruberte.bsky.social. As part of our work on why/how we should take public control of the Powder River Basin for a managed decline of fossil fuel use. In this paper, we calculate how much it would cost to take over and tl:dr- basically zero dollars. 1/
2d
“The Trumpian deployment of the economic tactics of state capitalism will reshape the struggle for green development in the global South and the terrain of progressive politics in the US itself.” NEW from @iliasalami.bsky.social & @triofrancos.bsky.social phenomenalworld.org/analysis/tru...
1d
1d
17h
The entire private equity industry measures value creation with a broken tool. E&Y signs off on it. Harvard and Wharton teach it. Should it even be legal?
ludovicphalippou.substack.com
Should Value Bridges Be Criminalized?
www.wsj.com
Technology is not the only constraint on effective transition away from fossil fuels. Careful coordination of fossil phase-out and climate compatible …
www.sciencedirect.com
Illiquid assets are a fixture in life-insurer portfolios. But property insurers have sudden payouts for hurricanes or wildfires, making illiquidity a riskier proposition.
Operationalizing publicly managed decline: Public asset acquisition in the Powder River Basin, Wyoming
Property Insurers Are Piling Into Private Assets, as Other Investors Hit Pause
Critical minerals security and US economic interventionism
phenomenalworld.org
Trumpian State Capitalism | Ilias Alami & Thea Riofrancos
As far as I know, only one academic is paying attention: Natalya Shnitser at Boston College. Here's her latest: papers.ssrn.com/sol3/papers....
1mo
papers.ssrn.com
This Article traces the growth of "collective investment trusts" (CITs) as institutional investors with the power to influence capital markets and cor
Shadow Shareholders: The Emergence of Collective Investment Trusts as Institutional Owners
Ann M. Lipton
Jim Kane
Jim Kane
Robin Wigglesworth
Phenomenal World
J. Mijin Cha