We continue our series A Smarter Way with Keith McCullough, the Founder & CEO of Hedgeye. SmarterMarkets™ host David Greely sits down with Keith to discuss the lessons of FTX and the state of financial advice on traditional and social media.

This week, we kick off our new series, A Smarter Way, exploring better paths forward to solve our concurrent crises of commodities and climate. Our first guest in the series is Craig Pirrong, Professor of Finance at the University of Houston. SmarterMarkets™ host David Greely sits down with Craig to examine both the implications of and alternatives to Europe's recent decision to move forward with energy price caps.

We kick off the new year with Arjun Murti, the Former Head of Energy Equity Research at Goldman Sachs and the Publisher of “Super-Spiked” on Substack. SmarterMarkets™ host David Greely sits down with Arjun to discuss some of the big issues facing energy investors in 2023.

We close out the year with Part 2 of our Holiday Special with Robert Friedland, Founder & Executive Chairman of Ivanhoe Mines, and Josh Crumb, Founder & CEO of Abaxx Technologies. SmarterMarkets™ host David Greely sits down with Robert and Josh to continue looking back at how the SmarterMarkets™ vision has developed over the past two years and discuss where it’s going next.

This week, we present Part 1 of our end-of-year Holiday Special. SmarterMarkets™ host David Greely sits down with Robert Friedland, Founder & Executive Chairman of Ivanhoe Mines, and Josh Crumb, Founder & CEO of Abaxx Technologies, to look back at how the SmarterMarkets™ vision has developed over the last two years and discuss where it’s going next.

We close out our Financing the Energy Transition series this week with Mark Frayman, Managing Partner at Orion Industrial Ventures. SmarterMarkets™ host David Greely sits down with Mark to discuss the role of venture capital in decarbonizing mining and heavy industry.

We continue our Financing the Energy Transition series this week by welcoming Leah Wieczorek into the SmarterMarkets™ studio. Leah is Vice President of Global Carbon at the Macquarie Group. SmarterMarkets™ host David Greely sits down with Leah to discuss the role that banks like Macquarie play in scaling the carbon markets and in financing the energy transition.

This week, we welcome Adam Bornstein into the SmarterMarkets™ studio as we continue our Financing the Energy Transition series. Adam is the Lead of Innovative Finance & System Change at the Danish Red Cross. SmarterMarkets™ host David Greely sits down with Adam to discuss how ESG, impact investing, and carbon finance can be put to work to fund humanitarian relief and resilience to a changing climate.

We continue our Financing the Energy Transition series by welcoming John Goldstein back into the SmarterMarkets™ studio. John is Head of the Sustainable Finance Group at Goldman Sachs. SmarterMarkets™ host David Greely sits down with John to discuss how ESG and impact investing has evolved over the past two years and where we need to be doing the hard work right now to finance the energy transition.

This week, we welcome Don Casturo and Matt Schwab of Quantix Commodities into the SmarterMarkets™ studio. Don is Founding Partner & CIO and Matt is Head of Investor Solutions at Quantix. Don and Matt sit down with SmarterMarkets™ host David Greely to discuss the role of commodity futures indices in financing the energy transition.

We continue our Financing the Energy Transition series with Nikita Singhal, Managing Director and Co-Head of Sustainable Investment & ESG at Lazard Asset Management. SmarterMarkets™ host David Greely sits down with Nikita to discuss her approach to ESG investing and building investment strategies in public equities.

We kick off our new series, Financing the Energy Transition, with Nat Bullard, Senior Contributor at BloombergNEF and a Venture Partner at Voyager Ventures. Nat writes weekly for Bloomberg Green on energy, transport, technology, climate, and finance. We start our new series by exploring with Nat the size of the investment that’s happening in the energy transition, where it’s coming from, and where it’s going to.

This week, we welcome Greg Sharenow into the SmarterMarkets™ studio. Greg is the Managing Director and Portfolio Manager for Commodities and Real Assets at PIMCO. SmarterMarkets™ host David Greely sits down with Greg to discuss the European energy crisis, commodity markets, inflation, and what it all means for investors.

We welcome back into the SmarterMarkets™ studio Oystein Kalleklev, CEO at Flex LNG and Executive Chairman at Avance Gas. Oystein sits down with SmarterMarkets™ host David Greely to share his unique perspective on the European energy crisis and what it means for the LNG industry.

We welcome Susan Sakmar back into the SmarterMarkets™ studio. Susan is Visiting Professor at the University of Houston Law Center and author of Energy for the 21st Century: Opportunities and Challenges for Liquefied Natural Gas (LNG). SmarterMarkets™ host David Greely sits down with Susan to discuss how the European energy crisis is transforming the LNG industry.

This week, we welcome Bill Perkins into the SmarterMarkets™ studio. Bill is the Founder, Managing Partner, and Head Trader for Skylar Capital. SmarterMarkets™ host David Greely sits down with Bill to discuss his trader’s perspective on the natural gas, power, and carbon markets in Europe.

We welcome Tracy Shuchart, Partner at Intelligence Quarterly and @chigrl on Twitter, into the SmarterMarkets™ studio. Host David Greely sits down with Tracy to discuss the broader impact of the European energy crisis across the commodities and financial markets.

This week, we welcome Mark Lewis back into the SmarterMarkets™ studio. Host David Greely sits down with Mark to discuss the energy crisis in Europe and what it means for the European carbon market.

In our third installment of Winter is Coming, we sit down with energy and #fintwit icon, Doomberg, for an in-depth discussion on the European energy crisis covering the team’s take on the winter ahead in Europe and policy’s role in the path forward.

As EU energy crisis warnings worsen and calls for immediate solutions spread across global headlines, host David Greely welcomes energy icon and Vice Chairman of S&P Global, Daniel Yergin, back to SmarterMarkets™ for a timely conversation examining the winter ahead.  Covering everything from his predictions in The New Map: Energy, Climate and the Clash of Nations to S&P’s recent Future of Copper Report — Greely and Yergin pack a half hour with insights on Europe’s energy crisis, it’s impact on our road to decarbonization, and what’s next now that Winter is Coming.

We kick off our new series, Winter is Coming, with Samantha Dart, Head of Natural Gas Research at Goldman Sachs. SmarterMarkets™ host David Greely sits down with Samantha to discuss the outlook for natural gas and LNG this winter in the face of all that has happened – and is happening – in Europe.

To close out our When Markets Break series, SmarterMarkets host David Greely sits down with Arjun Murti, the Former Head of Energy Equity Research at Goldman Sachs and the publisher of Super-Spiked on Substack. David and Arjun discuss the July 2008 spike in WTI crude oil prices to a record high of $147 a barrel and their subsequent collapse.

This week, SmarterMarkets host David Greely is joined by David Gornall, the former Global Head of Precious Metals Trading at Natixis and Former Chairman of the London Bullion Market Association (LBMA). Together, they discuss the massive dislocation between the gold markets in New York and London in March 2020 during the early days of the COVID-19 lockdown.

In our inaugural episode of When Markets Break, David Greely welcomes Beau Taylor, J.P. Morgan's Former Global Head of Energy Sales & Trading to the SmarterMarkets™ studio to recount his experience in the U.S. Natural Gas market following Hurricane Katrina. Together they explore the risk miscalculations, market conditions, and elements of human nature that led to one of the largest hedge fund collapses on record.  In the episode, Greely and Taylor revisit how a multi-strategy hedge fund transformed into one big bet on winter natural gas prices, why their collapse didn’t lead to wider systematic distress in the financial market, and what learnings we can apply to better manage volatility in today’s LNG markets.

In overlapping crises of climate and trust — how do we work together to effect change? For the final track of our Summer Playlist, we sit down with Edelman’s Global Climate Chair, Robert Casamento, to explore the role of communication in unlocking necessary climate action.  Insightful for organizational and global leaders alike, Robert and David Greely cover how to use our common goal of 1.5° to align on practical solutions that meet short and long term energy and infrastructure needs.

We’re continuing our search for the minerals required to execute the energy transition. This weekend, we are thrilled to welcome Jack and Will Lundin of the Lundin Group to the SmarterMarkets studio!  In the fifth episode of our Summer Playlist, we’re diving into the Lundin family’s passion for exploration — and how a rising millennial generation of entrepreneurs and adventurers are building into a new commodity cycle and preparing for the great energy and supply chain transformation. A note from the SmarterMarkets Team: We recorded this episode with Jack and Will last week, and we would like to take a moment now to remember their father, Lukas Lundin, who died this week following a two-year battle with brain cancer. Lukas Lundin was a visionary with a passion for the mining industry. He and his brother, Ian, expanded the operations of the Lundin Group of energy and mining companies around the world, employing more than 15,000 people and creating billions of dollars for shareholders. Accomplishments aside, Lukas wanted to be remembered more simply as a company builder who was fun to work with. We want to extend our sympathies to the Lundin family for their loss, and our gratitude for the friendship, kindness, and generosity that Lukas Lundin offered to members of our Abaxx and SmarterMarkets family. He will be missed, and we would like to dedicate this episode to him.

We're ending the hottest week of the year with a splash of cold water! Join host David Greely for an unforgettable interview with icon of industry, Robert Friedland, examining the commodities, resource and geopolitical requirements for the energy transition. In under an hour, we tackle the startling projections from S&P's Future of Copper report, the threat of losing touch with where things actually come from, and the staggering infrastructure prerequisites to achieve the renewable energy scale required to green the global economy.

What can we extract from traditional commodity markets to standardize and scale our carbon markets? On our third installment of the SmarterMarkets Summer Playlist, we catch up with Trafigura’s Global Head of Carbon Trading, Hannah Hauman, diving into the vital role of supply chain managers and trading companies in helping manage risk and ensuring carbon removals projects can achieve scale and meaningful climate impact.  Together, Hannah and David Greely explore the difficulties corporates face in seeking future-proof strategies to achieve their net-zero targets, the role of market mechanisms and price discovery in developing the voluntary carbon markets, and the need for consistent, predictable policy across both compliance and voluntary markets.

We are diving right into the deep end this weekend with former SmarterMarkets™ host and PrivacyCode CEO, Michelle Dennedy. We’ll be discussing protecting our privacy in the aftermath of the US Supreme Court overturning Roe vs Wade, building a better global information economy, and what Gen X can teach Gen Z, or vice versa. In the second installment of our Summer Playlist, Michelle and Dave explore how to build data systems that remain resilient in a time of extreme uncertainty — and the opportunity for self sovereign identity as we navigate increasingly high levels of physical, legal and financial risk.

Summer travel is here this holiday weekend! Join us as Jeff Currie, Goldman Sachs’ Global Head of Commodities Research, and host David Greely go around the world in just under an hour.  Originally meeting at the University of Chicago in 1992, they worked together in the 2000s through the “revenge of the old economy” commodities bull market. Today, we’re bringing them back together to discuss what’s different this time and what remains the same. In the first track of our SmarterMarkets™️ Summer Playlist, Jeff and David turn up the heat with a freestyle conversation touching on everything from carbohydrates to hydrocarbons — and how we can encourage, rather than discourage, the investment required to provide the food, energy, and metals we need.

After exploring algorithms, data and models, host David Greely takes a deep dive into the human element of optimizing risk management with Chief Risk Officer at Abaxx Exchange, Ryan Ingram. Join us for an episode dialed in on chronic issues facing risk managers in today's commodities and energy markets along with an optimistic take on what’s gone right after an unprecedented two years containing a global pandemic, extreme price volatility and war.

We're thrilled to be joined by Thomson Reuters Senior Columnist, Andy Home, for a pulse check on current metals markets. In this episode, he and David Greely explore the readiness of these markets for the supply challenge of decarbonization and how the European power crisis has impacted their preparedness for the energy transition. Join them to uncover what's needed to prepare and optimize our critical minerals markets for a demanding road ahead.

The role of risk managers is rapidly expanding, requiring the need for integration across organizations and deeper relationships between risk, data and digital product teams. Pursuing net zero targets, participation in new markets such as carbon and LNG, and digital transformation all generate new opportunities for risk —  despite the great opportunities they present. Today, we sat down with Global Head of Digital Product at Abaxx Technologies, Carrie Jaquith, to explore how risk teams can balance risk and reward and what role data and product teams play in the process.

David Greely sits down with Mike Prokop, Director of Sustainability & Digital Transformation at The Alliance Risk Group, to learn how Prokop’s 30+ years in energy markets and risk management shape his view of the maturing LNG market and how the emerging operational and reputation risks presented by climate change and net zero pledges inform his work with Alliance.

This morning we’re driving to the intersection of energy, commodities and risk with University of Houston, C.T. Bauer College of Business Professor, Craig Pirrong. Pirrong's extensive research focuses on the economics of commodity markets, the relation between market fundamentals and commodity price dynamics — and the implications of this relation for the pricing of commodity derivatives. If you're interested in hearing two economists discuss Wednesday's CFTC roundtable discussion on the FTX proposal, you won't want to miss this episode. This week's headlines aside, we’re tapping into Craig's expertise for his take on what tools and technologies could push us toward more secure and smarter markets.

Bob Anderson, Executive Director of the Committee of Chief Risk Officers, joins us to share his perspectives on improving risk management for today’s energy markets. We’ll discuss what’s on the CCRO’s agenda: from the need for better tools and techniques to value LNG, to managing liquidity pressures from margin calls, to building stronger and more collaborative relationships with FCMs and other members of the market ecosystem.

Between the FTX Congressional Hearing and FIA’s upcoming Commodities Forum, President and CEO of the Futures Industry Association, Walt Lukken, made time to sit down with David Greely to kick off SmarterMarkets newest series: Systems at Risk. In this episode, Lukken and Greely dig into FIA’s “Modernizing the Listed Derivatives Workflow: A Blueprint for Change" and the challenges of achieving industry-wide improvements to the trading and clearing processes while balancing risk and security amidst a global pandemic, the Russia-Ukraine war and fragments in market infrastructure.

On our final episode of Demystifying the Carbon Markets, host David Greely sits down with Governing Board Member of the ICVCM and Managing Director + Head of Sustainable Finance at IIF, Sonja Gibbs, to explore the ongoing efforts in establishing core carbon principles and benchmark standards to scale integrity and governance in the voluntary carbon markets in time to meet the necessary requirements of urgent climate action.

This morning, SmarterMarkets host, David Greely, sits down with tradfi turned defi commodities expert, Maryam Ayati, to explore the role of blockchain and decentralized finance in the carbon markets. Join us as we identify technological opportunities and tools available to make carbon markets more transparent, less prone to error, faster, and more efficient to solve for net zero with integrity.

Increased temperatures resulting from global warming pose a massive threat to the global agricultural system. If that alone wasn’t enough to tackle — our population is growing resulting in a need for increased food production with decreased environmental impact.  Enter carbon farming.  Today, host David Greely connects with the CEO of Rabobank’s Carbon Bank, Barbara Baarsma, to understand where carbon markets impact and aid regenerative farming to support sustainable food systems and the pursuit of net zero.

This week, Dave Greely explores carbon as a commodity with carbon market architect and climate finance pioneer, Corinne Boone. As the Group Head of the Americas for AirCarbon, Corinne is a key player in building smarter market infrastructure to achieve climate targets inclusive of blockchain-backed carbon credits.

How do carbon markets work for end users? How can carbon credits work in tandem with emissions reduction and carbon removal technologies to achieve netzero? This Saturday on SmarterMarkets, David Greely sits down with the Country Chair and GM of Renewables and Energy of Shell Canada, Susannah Pierce, to explore how corporate netzero pledges are turned into corporate climate action.

David Greely and Peter Fusaro connect for a special episode of SmarterMarkets highlighting trends and takeaways from the 21st annual Wall Street Green Summit and the role of capital (and carbon) markets in solving climate change.

How can we quantify the impacts of carbon emissions on a region like the Galapagos islands and what steps can be taken to offset these emissions?  Norman Wray, former president of the governing council of the Galapagos Islands joins us this week to discuss the implications of tourism and its carbon footprint on one of the most pristine nature preserves in the world.  And how we can study these effects to understand our impact on ecosystems around the globe.

How do carbon projects turn into carbon credits, and how are those credits verified to ensure they are permanent, additional, measurable and real? David Antonioli, CEO of Verra, joins David Greely in the Smarter Markets studio this week as we continue to explore the ins and outs of carbon markets — from the architects and practitioners who know them best.

A lack of understanding of carbon projects, their efficacy and reporting methods has contributed greatly to what we've dubbed 'carbon confusion' for ESG minded investors and corporations — specifically concerning the generation and verification of carbon credits. Neil McDougall, Chairman of DelAgua Group, shares a Saturday morning with David Greely to explore carbon markets through the lens of project design and development. 

David Shukman, Journalist and Former Science Editor of BBC, takes David Greely to the front lines of the climate crisis to illustrate the imminent need for effective carbon markets. Join us as he shares insight from over three decades of climate coverage at BBC — with a focus on the power of human ingenuity. 

Peter Zaman, Partner at HFW, Singapore, sits down with David Greely for a deep dive into Article 6 of the Paris Agreement, how it allowed for more ambitious NDCs and the role of carbon markets in helping nations achieve those increased targets.