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

Summary

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

The Aramco IPO is the mother of all “insider sales” and definitively marks the end of the hydrocarbon era.

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…

Greg Beier

macroESG.com: markets, politics + technology for a sustainable future | futureblog.org: tomorrow’s news today | IG & Twitter: @gregbeier

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