Episode 2: Investing in the Era of Deep Transitions: Professor Johan Schot in Conversation with James Anderson Deep Transitions

What can the worlds of finance and academia learn from each other? Will technological innovations like electric vehicles be enough to avert climate catastrophe, or will we need to reinvent social norms like the very concept of personal vehicle ownership entirely? Should those concentrating on electrification, like TESLA, diversify into ‘mobility-as-a-service’ rather than just the car? What would Elon Musk have to say about that?
In this week’s episode, Investing in the era of the Second Deep Transition, project lead Johan Schot and Baillie Gifford, investor James Anderson develop the ideas discussed in our last episode, and delve into how they strive to see deeper than the surface ebb and flow of market movements. Instead, they favour a long-term understanding of the undercurrents driving the trajectory of society and industry. They cover the underlying trends of capital investment and systemic transitions, how they intersect, and the integral understanding these perspectives can offer each other.