The Future of Sustainability and Decarbonization: In-Depth with Bob Smith of Sage Advisory

In this episode of PetroNoia, host Dan Ramito talks with Bob Smith, CEO of Sage Advisory, about the evolution of sustainability and ESG investing.

Bob shares his journey from traditional finance to leading the shift toward socially responsible investing. They explore governance, decarbonization, nuclear energy, and how tech and regulation are reshaping the energy landscape.

Tune in NOW!

00:00 Introduction and Guest Background

00:39 Journey into Socially Responsible Investing (SRI)

02:35 Evolution to ESG and Development of LEAF Score

05:12 Challenges and Strategies in ESG Implementation

07:52 Balancing Decarbonization and Asset Valuation

08:20 Global Carbon Emissions and Portfolio Strategy

14:57 Engagement with Management Teams

20:56 China's Influence on Supply Chains and Global Emissions

22:02 Geopolitical Considerations and Energy Security

39:26 Nuclear Power and Future Energy Technologies

44:46 Generational Perspectives on Nuclear Energy

45:55 AI's Role in Advancing Nuclear Technology

48:25 Challenges in Uranium Processing and Supply Chain

50:02 Global Power Dynamics: Russia and China

56:57 India's Emerging Influence

59:59 Europe's Regulatory Environment and Economic Impact

01:08:03 The Future of Carbon Credits and Blockchain

01:13:43 Insurance and Environmental Responsibility

01:22:01 Conclusion and Final Thoughts