Investing In Water

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.

Thanks to Blinkist and Policygenius for sponsoring the episode.

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