AI will disrupt companies across almost every sector, but not equally. We look at how much of a company’s workforce cost AI could automate, what makes a business model resilient to it, and whether markets have already priced in the difference.

Host: Gabriela de la Serna, MSCI R&D

Guest: Liz Houston, MSCI R&D

Climate adaptation is already a trillion-dollar market, and it's set to keep growing — but most companies aren't labelling it as one. We map where the real opportunity sits, how to tell durable demand from a good story, and why backing adaptation doesn't mean giving up on the energy transition.

Host: Bentley Kaplan, MSCI R&D

Guest: Mathew Lee, MSCI R&D

AT&T filed many weather-related 8-Ks before it finally named hurricanes as a business risk in its annual report. It isn't an outlier: more than 80% of companies acknowledge physical climate risk is material, but fewer than a third lay out the details of what that means for their business. With a record-breaking El Niño set to peak in December, host Mike Disabato talks with MSCI's Jasmina Buresch about why it takes a second or third hit before companies disclose anything specific, how to tell a critical facility from an office everyone could just work remotely from, and why investors shouldn't wait for company disclosure to catch up to the underlying exposure.

Episode reading: The Price of Not Knowing

Host: Mike Disabato, MSCI Sustainability & Climate

Guest: Jasmina Buresch, MSCI Sustainability & Climate