EP64: Esaú Flores, Innovation Enabler: Generating alpha; constraints, legacy and new green roots
“The rare metals in the quantity and the quality that you need to produce Electric Vehicle batteries are almost exclusively produced in China. So imagine for a second, the power China will have, for any specific economical or political reason, to influence the global production of cars.”
This is a conversation with Esaú Flores. Esaú is a trusted Executive Advisor on Funding Management, Commercial Excellence and Business Strategy.
In this episode, Esaú talks about the impact that COVID-19 is having on investment, risk profiling and ESG. He explains that corporates and fund managers are entrenched in historical processes when it comes to investment strategies, how we might see a green revolution led by finance, but how electric vehicles are solving one problem and creating another.