Inside the Flows - Episode 6

In this episode of Inside the Flows, Iyassu is joined by sustainable investing pioneer Allan Moskowitz to break down a wild week in the markets. We cover the ripple effects of oil spiking to $80 a barrel, Morgan Stanley's surprising wealth management layoffs, the launch of a new free AI tax service, and a shocking drop in February job numbers that will definitely keep the Fed on its toes. For our deep dive, Allan shares his 35-year journey from the first Earth Day to the front lines of values-based investing. We cut through the noise surrounding "ESG," exploring why the industry is moving past the acronym , how environmental threats are becoming undeniable financial risks , and the power of keeping your capital local with CDFIs and credit unions. 00:00 Introduction to Sustainable Investing 11:59 Weekly Recap of Economic Events 21:03 The Evolution of Sustainable Investing 27:29 Understanding ESG Factors and Their Importance 30:52 The Pushback Against ESG and Its Implications 32:10 Value Alignment in Sustainable Investing 33:29 Historical Context of Sustainable Investing 39:21 The Current Landscape of Sustainable Assets 39:41 Rebranding ESG: A Shift in Terminology 43:30 Investing for Future Generations 46:01 The Complexity of Sustainable Investing Terminology 50:11 Looking Ahead: The Future of Sustainable Investing NEW EPISODES EVERY FRIDAY Step inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets. ABOUT INFLOWS Inflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media. JOIN OUR COMMUNITY 🏠 https://inflows.com 🔗 https://linkedin.com/company/inflowsapp LISTEN TO OUR SHOW Apple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229