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Invest Like the Best with Patrick O'Shaughnessy

Jonathan Goldberg - Capturing Carbon - [Founder’s Field Guide, EP. 25]

My guest today is Jonathan Goldberg, the founder, and CEO of Carbon Direct, a company focused on advising and investing in carbon removal at scale. Jonathan started his career in the commodities division of Goldman Sachs and then went on to start a commodity hedge fund, BBL Commodities. In our conversation, we cover the state of the carbon problem today, the importance of global carbon standards and carbon taxes, and the future of carbon capture and removal technologies. This was a masterclass on all things carbon-related. Please enjoy my conversation with Jonathan Goldberg. 
 
For the full show notes, transcript, and links to mentioned content, check out the episode page here.
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Founder's Field Guide is a property of Colossus, Inc. For more episodes of Founder's Field Guide, visit joincolossus.com/episodes.
 
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Show Notes
[00:03:25] - [First question] - Overview of his career
[00:06:02] - The start of his commodities trading strategy and its evolution 
[00:09:08] - Key strategies for making money as a commodities trader
[00:10:41] - Opportunity to trade commodities today 
[00:11:39] - Making the shift to carbon capture work
[00:15:04] - Range of consequences for elevated carbon emissions and biggest buckets of carbon
[00:18:52] - An outline of the Paris Climate Accord and other agreements on climate change
[00:20:26] - Ways to remove carbon from the atmosphere
[00:23:46] - The technology to remove carbon and incentives to invest in this technology
[00:26:19] - Corporate participation in the carbon trade 
[00:28:35] - Balance of natural vs man-made solutions 
[00:31:53] - Making money without the altruistic goals
[00:33:43] - Trends in the fossil fuel industry 
[00:36:41] - Convenient ways for consumers to switch to clean energy products
[00:39:57] - The geopolitical will to shift towards cleaner energy
[00:41:58] - Primary consequences of not making this shift
[00:44:25] - The important role of regulation 
[00:46:01] - Thinking through the investing side of combating climate change
[00:48:59] - Kindest thing anyone has done for him
Invest Like the Best with Patrick O'Shaughnessy
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