Circular Economy and the Eight Stocks to Watch
- September 8, 2021
A Call Featuring Jane Ross, Managing Director of Investment Banking, and Noah Kaye, Managing Director and Senior Analyst
The Let’s Talk Future podcast series is committed to tackling big thematic subjects that have major investment implications, which is why we’re exploring the circular economy. In this episode, “Circular Economy and the Eight Stocks to Watch,” Jane Ross, Managing Director of Investment Banking, and Noah Kaye Managing Director and Senior Analyst at Oppenheimer discuss how to create an economic system where re-usability is the driver, minimizing waste is the goal, and where to find investment opportunities in the solutions.
Noah Kaye is a senior analyst in Oppenheimer’s Sustainable Growth and Resource Optimization research practice. He is a leading expert on the implications for industries like plastics, mining, construction, and the power sector, and the opportunities for break-through technological innovations.
Tune in to discover which companies are driving the effort to create a circular economy.
Episode Highlights Include:
The Let's Talk Future podcast series is committed to tackling big thematic subjects with significant investment implications, which is why we're exploring the circular economy. In this episode, Jane Ross, Managing Director of Investment Banking, and Noah Kaye, Managing Director and Senior Analyst at Oppenheimer, discuss how to create an economic system where minimizing waste is the goal, and where to find investment opportunities in the solutions.
Addressing the Problem and System Health:
Natural resources are finite, and reusability has deep-rooted origins in many cultures over human history. The idea of a circular economy is fascinating: a circular economy is regenerative by design and aims to gradually decouple growth from the consumption of finite resources while rebuilding overall system health, benefitting businesses, society, and the environment.
Energy Saving Statistics
Energy and cost savings associated with increased resource efficiency is successful. Designing products with secondary raw materials instead of virgin, such as metal, glass, or paper production, can yield 20% to 90% energy savings. That increased rate or resource productivity increases growth and jobs.
The Regulatory Front
One of the topics discussed in this episode addresses optimism on the regulatory front, especially regarding plastics - the most ubiquitous household product. Today, the plastics economy's economic value loss is around $120 billion annually due to a lack of circularity.
Noah Kaye, the Managing Director and Senior Analyst at Oppenheimer references two publications providing perspective and historical lessons for why collaboration, design, and human intention propel a circular economy. For additional reading, check out "Natural Capitalism" and "Cradle to Cradle: Remaking the Way We Make Things."
About Our Guest Expert
Noah Kaye, the Managing Director and Senior Analyst in Oppenheimer's sustainable growth and resource optimization research practice, has deep experience in analysis and operational roles in sustainable finance, alternative transport, industrial efficiency, and waste and environmental services. He holds a B.A. from Yale, an M.A. from Johns Hopkins, and an M.B.A. from Wharton.
With an invitation to investors, Oppenheimer will kick off its first Environmental, Social, and Governance Summit (ESG) on September 28, 2021. Industry experts will highlight circular economy trends and efficiency and de-carbonization of the transport sector.
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