We don't know. And we don't know. Maybe it's good, maybe it's bad. We don't know. But here's the way I like to

think about it. The risk of it, what if it's really bad? Why take the risk? Yeah, it's expensive.

But here's my problem is we're not addressing that problem and the risk around it in a rational manner. And that's my dislike for ESG is, is,

you know, let's solve this problem, but let's do it in a rational manner that actually gets results.

Imagine spending an hour with the world's greatest traders. Imagine rational manner that actually gets results.

Imagine spending an hour with the world's greatest traders.

Imagine learning from their experiences, their successes, and their failures.

Imagine no more.

Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world, so you can take your

manager, due diligence, or investment career to the next level. Before we begin today's

conversation, remember to keep two things in mind. All the discussion we'll have about investment

performance is about the past, and past performance does not guarantee or even infer anything

about future performance. Also understand

that there's a significant risk of financial loss with all investment strategies, and you need to

request and understand the specific risks from the investment manager about their product

before you make investment decisions. Here's your host, veteran hedge fund manager, Niels Kostrup Larson.

A new world order is emerging, and in our global macro series, I, along with my co-host,

Jim Kassan, want to dig deep into the minds of some of the most prominent experts to help us better understand what this new

global macro-driven world may look like. We want to explore their perspectives on a host of

game-changing issues and hopefully dig out nuances in their work through meaningful conversations.

Our guest today is one of the most sought-out people when it comes to understanding the

global natural resource shift we're witnessing right now.

...