E138 Alex Godfrey: Carbon, Cash, and Collapse

Alex Godfrey left a career in high finance to rebuild the rules of investment around the only capital that matters: nature. From the Bolivian Amazon to UK estates, he’s seen firsthand how regenerative agriculture, biodiversity credits, and carbon markets can reshape not just land—but entire economies.This conversation cuts through the noise on ESG and digs into the real questions: How do we make natural capital investable? What happens when carbon, water, and biodiversity become mainstream revenue streams? And should pension funds be forced to put skin in the game—1% of every portfolio—into projects that restore the planet?If you care about resilient businesses, regenerative economics, or the future of food and finance, this episode will challenge how you think about money, soil, and survival.Alex’s journey now continues with Great Yellow — a new venture built on the same vision: turning natural capital into real impact.