Gregory C. Beier
Macro ESG Strategist
Sustainability Arbitrage LLC
Tuesday, January 12, 2021 09:01 PM EST
Macro ESG = Markets, Politics, and Technology for a Sustainable Future
The time has come to short social media which means Facebook and Twitter as they’ve been the engines of the political controversy.
by Gregory C. Beier, Founder & Global Macro ESG Strategist, MacroESG
Introduction: (originally appeared on MacroESG.com)
When I launched MacroESG, as the pandemic took over, my plan was simply to produce a daily piece Sunday through Thursday inspired by the mantra of “Markets, politics, and technology for a sustainable future” — and see where it led it me.
I have learned that MacroESG analysis yields market-moving paradigm changes; the ideas that I had the highest conviction in, turned out to be the biggest surprises in the markets.
The MacroESG Investment and Trading Philosophy
by Greg Beier | FutureBlog.Org | September 15th, 2019 | 7:22 pm GMT
Analysis The expected rally in the price of oil when global markets open on Monday as a result of the attacks this weekend on Saudi Arabia which produces 10% of the world’s oil supply and news reports indicating that as much as half of Saudi production equaling 5% of world supply has been immediately taken offline will tell us whether the the oil market is in a profound glut or not — I suspect it is in a state of substantial oversupply.
May 6, 2019 by Greg Beier
Over the weekend, I had the great surprise of discovering that an interview that I had done in February (I come on at the six-minute mark) while visiting the the studio of the BBC World Service to interview Stephen Sackur (truly a surreal media moment!) about how I listen to the BBC had finally been broadcast.
Incidentally, I also had the good fun of interviewing on the BBC over the past six months:
1) Stephen Sackur, host of BBC Hard Talk. https://www.bbc.co.uk/programmes/w3cswm04
2) Rory Cellan-Jones, BBC Technology Correspondent. https://www.bbc.co.uk/programmes/w3cswm01
3) Afua Hirsch, Producer of “The Great…