# Warren Buffett's $100B Fund Beats ESG Investing: Here's the Math Page: https://stenobird.com/podcast/the-invisible-hand-7719857/warren-buffett-s-100b-fund-beats-esg-investing-here-s-the-math Text version: https://stenobird.com/podcast/the-invisible-hand-7719857/warren-buffett-s-100b-fund-beats-esg-investing-here-s-the-math.md Podcast: [The Invisible Hand](https://stenobird.com/podcast/the-invisible-hand-7719857) Published: 2026-07-22T13:54:00+00:00 Episode link: https://traffic.megaphone.fm/PODAGEN2087796260.mp3?updated=1776261396 Audio file: https://traffic.megaphone.fm/PODAGEN2087796260.mp3?updated=1776261396 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-invisible-hand-7719857/episodes/warren-buffett-s-100b-fund-beats-esg-investing-here-s-the-math Duration seconds: 869 ## Resource Think your "ethical" investments are making you money? Emma Reid breaks down the brutal math behind ESG funds and explains why Warren Buffett's simple approach has crushed socially responsible investing by billions. The numbers don't lie: over the past 15 years, the average ESG fund has underperformed basic index funds by about 0.5% annually. That might not sound like much, but on a $100,000 investment, you're looking at roughly $8,000 less in your pocket after a decade. 🎯 What You'll Learn: β€’ Why restricting your investment universe mathematically reduces your returns β€’ The exact performance gap between ESG funds and broad market indexes over 15 years β€’ How some of the best-performing stocks ended up on ethical investing blacklists β€’ Warren Buffett's dead-simple strategy that beats complex ESG screening every time πŸ‘€ Perfect for: lifelong learners who want to understand the real trade-offs between doing good and making money with their investments. πŸ“ Chapters: [00:00] Emma Reid reveals the ESG performance gap that fund managers don't advertise [02:15] The math behind why fewer choices equals lower returns [04:30] Case study: missing out on the decade's biggest winners [06:45] Warren Buffett's $100 billion lesson on keeping it simple [09:00] How to actually align your values with your portfolio without sacrificing returns [11:30] The one question to ask before buying any "ethical" fund The reality? When you exclude 10-40% of available investments based on moral criteria, you're playing the market with one hand tied behind your back. Emma breaks down exactly what this costs you and shares smarter alternatives that don't require choosing between your conscience and your retirement. πŸ”” Never miss an episode: Follow The Invisible Hand on Spotify or Apple Podcasts and turn on… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-invisible-hand-7719857/episodes/warren-buffett-s-100b-fund-beats-esg-investing-here-s-the-math/transcription-requests` β€” Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-invisible-hand-7719857/warren-buffett-s-100b-fund-beats-esg-investing-here-s-the-math.md` β€” Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.