The Strait of Hormuz and the Price of Fragility
What the Largest Energy Disruption in History Reveals About Portfolio Risk
As we write this, Brent crude sits above $107 per barrel. Earlier this month [...]
“Whale Fall” – The End & The Beginning
By Erika Karp, President
Now that Spring is within sight, I've been fantasizing about the summer. So naturally, I've been dreaming about whales. [...]
Can Orbital Data Centers Really Be a Thing? (And Is That the Next Economy?)
By Garvin Jabusch
February, 2026
We often talk about the Next Economy as a function of efficiency—doing more with less, deleting the friction of [...]
Oren Cass Is Right About the Disease. He’s Wrong About the Cure.
A conservative economist just published the most widely-read critique of financialization in years. His diagnosis is devastating — and [...]
He Lifeng’s Wisdom in Davos: The Rise of the First “Electro-State” and the Next Economy
By Green Alpha® Investments, Next EconomyTM Investments
At Davos 2026 this week, amidst a global backdrop of rising protectionism and short-term thinking, [...]
From Nihilism to Intention: Rethinking Investment Purpose
We’re pleased to share an insightful article by our President, Erika Karp, and CIO, Garvin Jabusch, originally published in Wharton Magazine, exploring a [...]
Electrons, Intelligence, and the Shape of the Next Economy™: 2025 Year-End Macro Commentary
By Garvin Jabusch
The defining question of 2025 wasn't whether artificial intelligence would transform the economy. It was whether intelligence alone would [...]
Green Alpha Investments to Explore “The AI Opportunity for Oncology”Featuring Global Health Expert, Dr. Derek Yach
Online Discussion with Q&A on Dec. 17th
For Immediate Release
Boulder, CO – Dec. 15 — Green Alpha Investments, a leading asset management firm [...]
AI-Driven Power Surge: Why Grid Tech Stocks Are Soaring — Our CIO Weighs In
AI is not just transforming tech — it’s reshaping the energy backbone that powers it. In this article published by Bloomberg Green, our CIO weighs in on [...]