When I wrote   “Watching COP30 From Toronto: Why I Stayed Home, and Why I Am More Optimistic Than Ever,”   I argued that the real climate work has moved from negotiation halls to boardrooms, factories and cap tables. Now that the dust (and smoke, literally) has settled in Belém, and   Carbon Brief   has done the forensic work of unpacking what actually got agreed, I’m even more convinced I made the right call. COP30 was billed as a COP of “truth” and “implementation.” What we

As COP30 kicks off in Belém, Brazil, I am not in the Amazon. I am in Toronto. Cold sidewalks. No riverboats. No credential check lines. And that is on purpose. I have been to these global climate gatherings. I know the energy, the passion, the ambition, the chaos. I know the raucous back and forth of government negotiators refining previously chiseled commitments that were themselves refinements of earlier commitments. I could have gone. I could be meeting climate friends, po

We are witnessing the end of one era. Not the end of the economy. Not the end of democracy. Not even the end of capitalism.   The end I am talking about is quieter… slower… more inevitable. It is the end of the carbon molecule as a measure of progress. We are witnessing the replacement of a king. Because a new state is emerging. An electro-state. Powered by electrons, not combustion. By storage, not extraction. By invention, not depletion. The signs are everywhere. In our mar

When federal leadership retreats, markets don’t stop, they re-route. The United States Federal Administration has once again made climate a political dividing line. The White House froze offshore wind leasing, paused national EV programs, and cut the science that underwrites climate risk. At the UN, the President called climate action a “con job.” That speech was meant for applause, not for markets. Because markets kept building. Across the U.S., states and cities filled the

I was honoured to have been asked to deliver remarks at the Opening Ceremony of Toronto Climate Week | TOCW   by   Becky Park-Romanovsky...

Few things are more fun than exploring the future of climate investing with people who ask great questions. Thank you to  Justin Reist...

I am thrilled (and humbled) to be featured in  Forbes  by  Afdhel Aziz , discussing why hunting Gigacorns isn’t just about carbon, it’s...

I had the opportunity to appear on the BMO Podcast, Sustainability Leaders podcast. You can listen to it here:...

🚀 It's Launch Day! I’m thrilled to share that my new book, The Gigacorn Hunter: Seven Principles for a Climate Investor, is now...

🔴 Just Released: My TEDx Talk – “Why Intuition Won’t Save the Climate” 🔴 What if everything we feel about climate investing is wrong?...

I’m thrilled to announce the release of my new book, The Gigacorn Hunter: Seven Principles for a Climate Investor, is scheduled for early...