Behind-the-Scenes of a Marketplace Morning Report Interview

Full Interview (26:23 min)

Read the full transcript.

Listen to the edited Marketplace Morning Report interview, as was aired on February 18, 2016.

This interview was recorded by American Public Media’s Marketplace Morning Report.

I had the good fortune to be asked to do an interview last week with NPR’s David Brancaccio, one of the two hosts on the excellent show Marketwatch. This was my second radio interview in as many months, having also appeared on Bloomberg Radio’s “Taking Stock” with Kathleen Hays (in case you missed it, here’s the link). While two data points are not exactly statistically significant, both experiences have been illuminating and instructive. First, these radio journalists are SHARP. Smart. Attentive. Thoughtful. Great listeners. Going into these interviews, I had a certain amount of trepidation. Perhaps I thought they would have an agenda and would steer the conversation accordingly. Nope. Both interviews have been genuine conversations about nuanced topics, with David and Kathleen gently shaping the conversation to reveal my perspective in a way that made me feel super smart. I guess that’s why they are such respected professionals.

My interview with David was compelling, in part due to the fact that it was taped rather than live. He offered, up front, to let me re-word any thoughts that I didn’t like and said he would be editing it down to about 5 minutes of air time. With this in mind, he said our interview would last about 10 minutes. Our conversation was wide-ranging and interesting, and David really let me run on a few topics: the possible float of 10% of Saudi Aramco, what that meant relative to the price of oil, how that informed the transition to alternative and renewable fuels, politics and the rise of populism both in the US and around the world, the mainstreaming of ESG… amazing amount of ground covered in a short time. He finally cut us off after 27 minutes, but then stayed online to talk for another half an hour. At the end of the conversation, he said he felt as if he should have paid admission. High praise from someone like that.

If you’re interested in hearing the full interview, I’ve posted it above. And if you just want NPR’s highlight reel or to pick and choose from the individual, unabridged topics (listed below) please follow the links accordingly.

As always, thanks for reading, listening, and generally being OK with my often random musings on the evolution of the capital markets!

Your capitalist philosopher,
Matthew

 

Segment 1 of 8 (7:20 min)
Topic(s): Oil prices, Saudi Aramco, global capital repercussions, and hedging against the future.

Read the segment transcript.

 

Segment 2 of 8 (1:57 min)
Topic: “Could the drop in oil prices lead to a recession here in the U.S.?”

Read the segment transcript.

 

Segment 3 of 8 (4:28 min)
Topic(s): Sustainable investments, the transition away from fossil fuels, and ongoing volatility.

Read the segment transcript.

 

Segment 4 of 8 (3:09 min)
Topic(s): Comparing performance in fossil fuel stocks to alternative/renewable energy stocks, mainstream Wall Street’s growing interest in ESG, and renewable energy project finance.

Read the segment transcript.

 

Segment 5 of 8 (4:23 min)
Topic: Who are impact clients and who are the heavy-hitters? Goldman Sachs acquires Imprint Capital and BlackRock displays sweeping employee conversion to an ESG focus.

Read the segment transcript.

 

Segment 6 of 8 (1:07 min)
Topic: Unpursued tangent about the parallels between Fascism and Bolshevism, and today’s populist reaction i.e. Trump and Sanders.

Read the segment transcript.

 

Segment 7 of 8 (1:38 min)
Topic: “Are we witnessing a culture change on Wall Street?”

Read the segment transcript.

 

Segment 8 of 8 (2:18 min)
Topic: COP21 and why you should be paying attention.

Read the segment transcript.

 

All segments are drawn from the interview recorded by American Public Media’s Marketplace Morning Report.