Carbon markets are no longer a niche environmental tool — they’re rapidly evolving into a macro‑relevant asset class influencing capital flows, policy risk, and long‑term portfolio construction. In this episode, we break down why carbon credits and emissions trading systems are gaining traction among macro investors and what this shift means for global markets.

⭐ What We Cover in This Episode

1. Why Carbon Markets Are Entering the Macro Conversation

• How carbon pricing has become a policy lever shaping economic behavior
• The rise of emissions trading systems (ETS) across Europe, Asia, and emerging markets
• Why institutional investors are beginning to treat carbon as a legitimate asset class

2. Carbon Credits as a Market Instrument ...