How should we quantify the impact of climate change on inflation?

Economic theory tells us that persistent deficits fuel inflation. Does this rule also apply to our biocapacity deficit, defined as the debt we accumulate with the environment and the planet?
We explore this topic in a podcast episode hosted by Douglas Branson, Head of Business Development at Algebris Investments, with contributions from Silvia Merler, Head of ESG & Policy Research, and Gabriele Foà, Co-Portfolio Manager for the Algebris Global Credit Opportunities strategy. 

Disclaimer: These podcasts should not be copied, distributed, published or reproduced, in whole or in part. These recordings are for informational purposes and have been prepared by Algebris (UK) Limited (“Algebris”). Each podcast is not intended to be relied upon as a forecast, research or investment advice, and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Opinions expressed are as of the date of recording and are subject to change. The views and opinions of any guest participants on these podcasts are not necessarily those of Algebris and its affiliates.
The information and opinions contained in these recordings are derived from proprietary and non-proprietary sources deemed by to be reliable by Algebris and are not guaranteed as to accuracy or completeness. They may contain ’forward looking’ information that is not purely historical in nature. There is no guarantee that these will come to pass. Reliance upon information on this site and/or the recordings is at the sole discretion of the reader and/or listener. Past performance is not indicative of current or future results. Algebris is not providing any financial, economic, legal, accounting, or tax advice or recommendations in these podcasts.