2050 Investors — Economic and markets megatrends, ahead of 2050’s global sustainability targets

What is the future of international trade? After Brexit, the War in Ukraine, and the Covid-19 pandemic, are we at the beginning of the end of globalisation? Will a future Phileas Fogg be more incentivized to stay at home and circle the world in the metaverse in 80 seconds?

While globalization has fueled economic growth, lifted millions out of poverty, and facilitated unprecedented access to consumer goods and information, it also carries a dark underbelly. Kokou Agbo-Bloua explores the repercussions of global trade, from job displacement to environmental degradation and social inequality.

Through engaging dialogue and historical anecdotes, he reflects on the principles of comparative advantage and economies of scale that underpin international trade, while considering the carbon footprint of our interconnected world.

Join the investigation into the future of trade, from reshoring initiatives to carbon border adjustment taxes, and their potential to mitigate environmental impact and promote sustainability.

Gain insights from experts like Tim de Knegt, Treasurer and Strategic Finance Manager at the Port of Rotterdam, Europe's largest seaport. Tim and Kokou explore strategies for decarbonizing international trade, particularly in the shipping industry, discussing methods such as emissions capture, electrification, and fuel substitution. They also examine the potential impact of initiatives like the Carbon Border Adjustment Mechanism on trade decarbonization and profitability for businesses.

Ultimately, this podcast invites listeners to contemplate the role of international trade in addressing global challenges and fostering cooperation across borders. As John Donne aptly said, "No man is an island," underscoring the interconnectedness of our world and the imperative for collaborative action in shaping its future.

About this show

Welcome to 2050 Investors your monthly guide to understanding the intricate connections between finance, globalisation, and ESG.

Join host Kokou Agbo-Bloua, Head of Economics, Cross-Asset & Quant Research at Societe Generale, for an investigation of the economic and market megatrends shaping the present and future, and how these trends might influence our progress to meeting 2050’s challenging global sustainability targets.

In each episode, Kokou deep dives into the events impacting the economy, financial markets, the planet, and society. Through a magical blend of personal anecdotes, in-depth research and narratives overlaid with music, sound effects, and pop culture references, there’s certainly something for everyone.

Kokou also interviews industry-leading experts, personalities, entrepreneurs and even Nobel prize winners! You will learn from the best on a wide range of subjects on current affairs, market shifts, and economic developments.

If you like 2050 Investors, please leave a five-star review on Apple Podcasts or Spotify. Your support will help us spread the word and reach new audiences. If you’re seeking a brief and entertaining overview of market-related topics and their business and societal implications, subscribe now to stay informed!

Previous episodes of 2050 Investors have explored ESG-influenced financial assets, climate change, AI, greenflation, smart cities, globalization, plastic pollution, food, health care, biodiversity, the energy transition, and more.

Credits

Presenter & Writer: Kokou Agbo-Bloua. Editor: Julien Moity, Vincent Nickelsen. Production Designer: Emmanuel Minelle, Radio K7 Creative. Executive Producer: Fanny Giniès. Sound Director: Marc Valenduc. Music: Rone. Graphic Design: Cedric Cazaly

Whilst the following podcast discusses the financial markets, it does not recommend any particular investment decision. If you are unsure of the merits of any investment decision, please seek professional advice.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

In insurance lingo, an “Act of God” is an event outside of human control or activity, such as natural disasters. With the growing frequency of such "Acts of God" - amplified by acts of men - the question of the insurability of climate risks is front and center.

From the Oracle of Delphi's predictions to the emergence of insurance as a safeguard against unforeseen calamities, Kokou’s narrative weaves through time to contextualize the contemporary role of insurance in mitigating risks. He starts by tracing the roots of insurance back to ancient Greece, then fast forward to the present day where insurance has evolved into a global industry worth over $5.5 trillion, serving as a cornerstone of modern economies.

As climate change increasingly disrupts global weather patterns, the insurance industry faces unprecedented challenges. Natural catastrophes become more frequent and severe, and questions arise about the industry's sustainability and ability to adapt. Will climate change render insurance unaffordable in the long run? How can insurers reshape their business models to confront climate risks sustainably?

Through an engaging interview with Ernst Rauch, Munich Re’s Chief Climate and Geoscientist, we gain valuable insights into how the insurance industry is facing the climate crisis. From recalibrating risk models to fostering collaboration and innovation, insurers are proactively addressing the evolving landscape of climate-related risks.

Moreover, the episode explores the relationship between individual actions, societal resilience, and insurance affordability. By highlighting the critical role of risk management and mitigation strategies, it underscores the collective responsibility in building a more resilient future. Drawing inspiration from historical wisdom and contemporary leadership, it emphasizes the power of collective action in shaping a sustainable future.

About this show

Welcome to 2050 Investors your monthly guide to understanding the intricate connections between finance, globalisation, and ESG.

Join host Kokou Agbo-Bloua, Head of Economics, Cross-Asset & Quant Research at Societe Generale, for an investigation of the economic and market megatrends shaping the present and future, and how these trends might influence our progress to meeting 2050’s challenging global sustainability targets.

In each episode, Kokou deep dives into the events impacting the economy, financial markets, the planet, and society. Through a magical blend of personal anecdotes, in-depth research and narratives overlaid with music, sound effects, and pop culture references, there’s certainly something for everyone.

Kokou also interviews industry-leading experts, personalities, entrepreneurs and even Nobel prize winners! You will learn from the best on a wide range of subjects on current affairs, market shifts, and economic developments.

If you like 2050 Investors, please leave a five-star review on Apple Podcasts or Spotify. Your support will help us spread the word and reach new audiences. If you’re seeking a brief and entertaining overview of market-related topics and their business and societal implications, subscribe now to stay informed!

Previous episodes of 2050 Investors have explored ESG-influenced financial assets, climate change, AI, greenflation, smart cities, globalization, plastic pollution, food, health care, biodiversity, the energy transition, and more.

Credits

Presenter & Writer: Kokou Agbo-Bloua. Editor: Julien Moity, Vincent Nickelsen. Production Designer: Emmanuel Minelle, Radio K7 Creative. Executive Producer: Fanny Giniès. Sound Director: Antoine Larcher. Music: Rone. Graphic Design: Cedric Cazaly

Whilst the following podcast discusses the financial markets, it does not recommend any particular investment decision. If you are unsure of the merits of any investment decision, please seek professional advice.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

How does climate change affect health? Thanks to the incredible discoveries in medicine and technology, the average global human lifespan has more than doubled since 1900 and is now above 70 years. Over the same period, CO2 emissions exponentially increased, which raises questions about the link between healthcare and climate change.

In this episode, Kokou Agbo-Bloua embarks on an investigative journey, exploring the multifaceted dimensions of healthcare – from the complexities of the human body to the socioeconomic implications of healthcare systems worldwide.

The discussion covers a wide array of topics, including the impact of climate change on health, the rising healthcare costs driven by an aging population, and the disparities in healthcare access across different regions. Kokou explores the role of technology and AI in revolutionizing healthcare delivery and the potential for personalized medicine to transform patient outcomes.

Eventually, Kokou shrinks down to microbial levels to wander the human body, before challenging special guest ChatGPT, the popular AI-generating tool, to answer questions about longevity and immortality, humanity, climate change, and, of course, the role of AI in the health-care sector.

As we learn about the complexities of healthcare and sustainability, we are reminded of our collective responsibility to safeguard the health of our planet and future generations. With poignant quotes from Barack Obama and Robert Swan, the episode underscores the urgency of taking action today to address the challenges of tomorrow.

Join us on 2050 Investors as we unravel the intricacies of healthcare, sustainability, and global challenges, offering insights and perspectives to inspire meaningful change in the world.

About this show

Welcome to 2050 Investors your monthly guide to understanding the intricate connections between finance, globalisation, and ESG.

Join host Kokou Agbo-Bloua, Head of Economics, Cross-Asset & Quant Research at Societe Generale, for an investigation of the economic and market megatrends shaping the present and future, and how these trends might influence our progress to meeting 2050’s challenging global sustainability targets.

In each episode, Kokou deep dives into the events impacting the economy, financial markets, the planet, and society. Through a magical blend of personal anecdotes, in-depth research and narratives overlaid with music, sound effects, and pop culture references, there’s certainly something for everyone.

Kokou also interviews industry-leading experts, personalities, entrepreneurs and even Nobel prize winners! You will learn from the best on a wide range of subjects on current affairs, market shifts, and economic developments.

If you like 2050 Investors, please leave a five-star review on Apple Podcasts or Spotify. Your support will help us spread the word and reach new audiences. If you’re seeking a brief and entertaining overview of market-related topics and their business and societal implications, subscribe now to stay informed!

Previous episodes of 2050 Investors have explored ESG-influenced financial assets, climate change, AI, greenflation, smart cities, globalization, plastic pollution, food, health care, biodiversity, the energy transition, and more.

Credits

Presenter & Writer: Kokou Agbo-Bloua. Editor: Vincent Nickelsen, Jovaney Ashman. Production Designer: Emmanuel Minelle, Radio K7 Creative. Executive Producer : Fanny Giniès. Sound Director: Marc Valenduc. Music: Rone. Graphic Design: Cédric Cazaly.

Whilst the following podcast discusses the financial markets, it does not recommend any particular investment decision. If you are unsure of the merits of any investment decision, please seek professional advice.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

Part 1 of the episode. Don't miss Claudia Senik's interview in Part 2.

What really drives happiness in the 21st century? The UN designates March 20 as “International Day of Happiness” to celebrate the importance of happiness and well-being as “universal goals and aspirations in the lives of human beings worldwide and in public policy objectives".

Join Kokou Agbo-Bloua as he delves into the dynamics of happiness economics and the pursuit of genuine well-being in today's globalized world. Kokou questions the conventional metrics of success and prosperity, pondering whether the path to true happiness lies beyond material wealth and economic growth. Could sustainability, ESG principles, and ethical finance pave the way for a more meaningful existence, transcending traditional measures of prosperity?

Through an engaging discussion with esteemed guest Claudia Senik, professor at the Paris School of Economics, Kokou confronts the pressing issues of intergenerational equity, societal well-being, and the imperative to balance present gratification with future sustainability.

Delving into the Bhutanese philosophy of Gross National Happiness (GNH), we discover a holistic approach to societal progress that transcends mere economic indicators, emphasizing the importance of cultural, environmental, and psychological well-being. As we contemplate the future landscape of happiness amidst the challenges of climate change and socio-economic disparities, we seek to redefine prosperity in terms of collective welfare and sustainable flourishing.

Ultimately, this episode serves as a poignant reminder that true happiness is not merely a fleeting emotion but a conscious pursuit of harmony, purpose, and interconnectedness. Join us to unlock the keys to lasting fulfillment.

About this show

Welcome to 2050 Investors your monthly guide to understanding the intricate connections between finance, globalisation, and ESG.

Join host Kokou Agbo-Bloua, Head of Economics, Cross-Asset & Quant Research at Societe Generale, for an investigation of the economic and market megatrends shaping the present and future, and how these trends might influence our progress to meeting 2050’s challenging global sustainability targets.

In each episode, Kokou deep dives into the events impacting the economy, financial markets, the planet, and society. Through a magical blend of personal anecdotes, in-depth research and narratives overlaid with music, sound effects, and pop culture references, there’s certainly something for everyone.

Kokou also interviews industry-leading experts, personalities, entrepreneurs and even Nobel prize winners! You will learn from the best on a wide range of subjects on current affairs, market shifts, and economic developments.

If you like 2050 Investors, please leave a five-star review on Apple Podcasts or Spotify. Your support will help us spread the word and reach new audiences. If you’re seeking a brief and entertaining overview of market-related topics and their business and societal implications, subscribe now to stay informed!

Previous episodes of 2050 Investors have explored ESG-influenced financial assets, climate change, AI, greenflation, smart cities, globalization, plastic pollution, food, health care, biodiversity, the energy transition, and more.

Credits

Presenter & Writer: Kokou Agbo-Bloua. Editor: Vincent Nickelsen, Jovaney Ashman. Production Designer: Emmanuel Minelle, Radio K7 Creative. Executive Producer : Fanny Giniès. Sound Director: Marc Valenduc. Music: Rone. Graphic Design: Cédric Cazaly.

Whilst the following podcast discusses the financial markets, it does not recommend any particular investment decision. If you are unsure of the merits of any investment decision, please seek professional advice.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

Did you know that over the past 440 million years, there have been five mass extinction events on Earth? Now, according to scientists, the sixth extinction may already be underway. By the end of the century, it is estimated that half of an estimated 8 million living species could become extinct due to human-induced global warming. In other words: biodiversity is at risk.

Join Kokou Agbo-Bloua as he embarks on a journey to understand the critical importance of preserving biodiversity in the face of pressing environmental challenges. While listing topics ranging from historical mass extinction events to present-day climate forecasts, Kokou uncovers the profound impact of human activity on ecosystems worldwide.

From the carbon sink properties of biodiversity to the intersection of energy transition and mineral extraction, Kokou unravels the complexities shaping our planet's ecological balance. Insights from environmental experts like Olivia Lazard shed light on the challenges of decoupling economic growth from greenhouse gas emissions while navigating the intricate geopolitics of resource extraction.

In the interview segment, Kokou talks to Matthieu Maurin, co-founder and CEO of Iceberg Data Lab, to explore innovative approaches to measuring and tracking biodiversity footprints within corporate activities. The conversation extends to innovative solutions and the role of finance in positively impacting biodiversity through investment strategies and financing models. Discover how businesses can play a pivotal role in not just protecting but also restoring biodiversity for a sustainable future.

As the episode draws to a close, we reflect on the lyrics of Louis Armstrong's "What a Wonderful World," serving as a poignant reminder of our shared responsibility to protect and cherish our planet's natural wonders.

About this show

Welcome to 2050 Investors your monthly guide to understanding the intricate connections between finance, globalisation, and ESG.

Join host Kokou Agbo-Bloua, Head of Economics, Cross-Asset & Quant Research at Societe Generale, for an investigation of the economic and market megatrends shaping the present and future, and how these trends might influence our progress to meeting 2050’s challenging global sustainability targets.

In each episode, Kokou deep dives into the events impacting the economy, financial markets, the planet, and society. Through a magical blend of personal anecdotes, in-depth research and narratives overlaid with music, sound effects, and pop culture references, there’s certainly something for everyone.

Kokou also interviews industry-leading experts, personalities, entrepreneurs and even Nobel prize winners! You will learn from the best on a wide range of subjects on current affairs, market shifts, and economic developments.

If you like 2050 Investors, please leave a five-star review on Apple Podcasts or Spotify. Your support will help us spread the word and reach new audiences. If you’re seeking a brief and entertaining overview of market-related topics and their business and societal implications, subscribe now to stay informed!

Previous episodes of 2050 Investors have explored ESG-influenced financial assets, climate change, AI, greenflation, smart cities, globalization, plastic pollution, food, health care, biodiversity, the energy transition, and more.

Credits

Presenter & Writer: Kokou Agbo-Bloua. Editor: Vincent Nickelsen, Jovaney Ashman. Production Designer: Emmanuel Minelle, Radio K7 Creative. Executive Producer : Fanny Giniès. Sound Director: Marc Valenduc. Music: Rone. Graphic Design: Cédric Cazaly.

Whilst the following podcast discusses the financial markets, it does not recommend any particular investment decision. If you are unsure of the merits of any investment decision, please seek professional advice.

Hosted by Ausha. See ausha.co/privacy-policy for more information.