What are ways to invest in water and is it an attractive investment?
Topics covered include:
- How water rights work and how they have been overallocated in the Colorado River basin.
- Why agriculture uses the vast majority of water in the southwestern U.S. while contributing only a few percentage points to the region's gross domestic product.
- Why hedge fund manager Michael Burry invests in farmland instead of water rights.
- What ETFs are available to invest in water
- What have the historical returns been for water stock investing, what are current valuations, and what is the expected long-term revenue growth.
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Show Notes
Beyond the Signing by Laura Paskus—Water Education Colorado)
Where the Water Goes: Life and Death Along the Colorado River by David Owens)
What Happens When The Colorado River Runs Dry—Science Friday)
Editorial: There is no drought by The Times Editorial Board)
New Mexico’s coming megadrought highlights farmers’ control of water by Cody Nelson, Capital & Main—New Mexico Political Report)
Arizona | The Economic Contributions and Impacts of U.S. Food, Fiber, and Forest Industries—University of Arkansas Department of Agriculture)
U.S. Southwest, Already Parched, Sees ‘Virtual Water’ Drain Abroad by Diana Kruzman—Coyote Gultch)
Brazil’s Worst Water Crisis in 91 Years Threatens Power Supplies by Walter Brandimarte and Gerson Freitas Jr—Bloomberg Green)
Does Arizona really use less water now than it did in 1957? by Andrew Nicla—azcentral.)
Arizona’s Groundwater Management Act at Forty: Tackling Unfinished Business by Kirsten H. Engel, Esther Loiseleur, Elise Drilhon)
Michael Burry, Real-Life Market Genius From The Big Short, Thinks Another Financial Crisis Is Looming—by Jessica Pressler—Intelligencer )
Global water crisis: Investing in water—Fidelity)
Related Episodes
301: Use Caution with Alternative Investments)
334: How To Invest In Farmland)
336: Own What Is Real)
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