In this conversation with Maurice Jackson of Proven & Probable, I discuss EDI, ESG, resource stocks, arbitrage opportunities, and the ideological pressures that are increasingly being imposed on companies and investors.

EDI and ESG are often presented as moral progress. In practice, they become new forms of racism, sexism, coercion, and institutional corruption. When merit, competence, and truth are subordinated to ideological fashion, companies, investors, and societies all pay the price.

Watch the full discussion below:

Key Takeaways

• Why EDI can become a new form of racism and sexism
• How ESG and EDI pressures distort incentives in companies and investing
• Why merit, competence, and truth must matter more than ideological fashion
• The danger of moral posturing replacing honest judgment and responsibility
• How resource stocks and arbitrage opportunities should be examined independently of political slogans