SmarterMarkets™

S&P Global’s CERAWeek 2026 with Aldo Flores-Quiroga, Non Resident Fellow for Latin America Energy Studies at the Center for Energy Studies (CES) at Rice University’s Baker Institute for Public Policy

We present a Special Episode recorded this past week at S&P Global’s CERAWeek 2026 in Houston, TX, where the theme was Convergence and Competition: Energy, Technology and Geopolitics.

 

David Greely sat down with Aldo Flores-Quiroga in the Podcast Studio in the Nexus Ballroom at CERAWeek. Aldo is Non Resident Fellow for Latin America Energy Studies at the Center for Energy Studies (CES) at Rice University’s Baker Institute for Public Policy.

 

David and Aldo discuss the role of convergence and competition in the North American energy industry, as well as global geopolitics following the U.S. military actions in Venezuela and Iran.

 

Special Episode | Scenes from FIA Boca 2026

We present a Special Episode of SmarterMarkets™, bringing you exclusive interviews from BOCA 2026 – the FIA Global Cleared Markets Conference.

SmarterMarkets™ returned to the conference, where we partnered with the FIA for our third year, sitting down with who you need to meet to bring you what you need to know.

We’ve compiled a selection of those 13 interviews into this Special Episode of SmarterMarkets™. If you would like to listen to the full interviews, they are available on the SmarterMarkets™ Presents media portal. They’re also available on our second podcast channel, SmarterMarkets™ Presents.

Our guests in order of appearance are:

Walt Lukken – President & CEO, FIA

Yuval Rooz – Co-Founder & CEO, Digital Asset

D Shahrawat – Crypto & Digital Assets Lead, Bloomberg Intelligence

Stuart Connolly – CEO, CloudMargin

Travis Schwab – CEO, Eventus

Alun Green – EVP & Managing Director, Futures & Options, Trading Technologies

Anthony Crudele – SVP, NinjaTrader

Joe Raia – CCO, Abaxx Exchange

Chris Tripp – GM International, NinjaTrader

Adrienne Muir – CEO, Avenir

Alan Guarino – Vice Chairman, Korn Ferry

Keith Todd & Joe Schroeter – Chairman & Chief Business Transformation Officer, Sapphire Technology Group 

Josh Crumb – CEO, Abaxx Technologies

 

Weathering Decarbonization Episode 5 | Samantha Dart, Co-Head of Global Commodities Research, Goldman Sachs

We continue our Weathering Decarbonization series this week by welcoming Samantha Dart back into the SmarterMarkets™ studio. Samantha is Co-Head of Global Commodities Research at Goldman Sachs. David Greely sits down with Samantha to discuss how our changing energy system is weathering the conflict in Iran at the same time as its weathering decarbonization.

Special Episode | Iranian Conflict: Geopolitics and Energy Markets with Helima Croft, Managing Director & Global Head of Commodity Strategy, RBC Capital Markets

This week on SmarterMarkets™, we present a Special Episode Iranian Conflict: Geopolitics and Energy Markets with Helima Croft, Managing Director & Global Head of Commodity Strategy at RBC Capital Markets.

 

David Greely sat down with Helima yesterday to talk about the current state of play in the conflict between Iran, Israel, and the United States. They discuss its implications for global geopolitics and energy markets – and the inflection points to watch to determine how the situation may unfold.

 

Weathering Decarbonization Episode 4 | Peter Fusaro, Founder, Wall Street Green Summit

We continue our Weathering Decarbonization series this week by welcoming Peter Fusaro back into the SmarterMarkets™ studio. Peter is Founder of the Wall Street Green Summit. David Greely sits down with Peter to discuss the state of the conversation around decarbonization and sustainability at the intersection of finance and climate technology as we head into the 25th annual Wall Street Green Summit being held at the Cornell Club in New York City on March 10 and 11.

Weathering Decarbonization Episode 3 | Hayn Park, Portfolio Manager, Energy Commodities

This week on Weathering Decarbonization, we welcome Hayn Park, Portfolio Manager for Energy Commodities, into the SmarterMarkets™ studio.

 

David Greely sits down with Hayn to discuss how the energy transition is affecting power markets from fundamentals to their price dynamics and relationships to other markets – and what it takes to trade and manage risk in a more volatile and changing environment for power markets.

 

Weathering Decarbonization Episode 2 | Mark Lewis, Partner and Managing Director, Climate Finance Partners LLC

On our second installment of Weathering Decarbonization, we welcome Mark Lewis back into the SmarterMarkets™ studio. Mark is Partner and Managing Director at Climate Finance Partners LLC.

 

David Greely sat down with Mark to discuss where the rubber is hitting the road in the EU-ETS, the impact on market participants and pricing dynamics, and what the future may hold as we move into compliance markets 2.0.

Mark re-joined us Friday night to add his key takeaways from a turbulent week in the EU-ETS to this episode, which you can also read on his blog at climatemarketnow.com.

Weathering Decarbonization Episode 1 | Robin Girmes, Founder & CEO, Enwex

This week, we kick off our new series Weathering Decarbonization with Robin Girmes, Founder & CEO of Enwex. David Greely sits down with Robin to discuss his work at Enwex to better measure and help companies manage the growing weather-related risks to our power supply and energy prices.

Setting Course 2026 Episode 4 | Robert Friedland, Executive Co-Chairman of Ivanhoe Mines & Co-Founder, Chairman, and CEO of I-Pulse and Jeff Currie, Chief Strategy Officer of Energy Pathways, Carlyle

We wrap up Setting Course 2026 this week with part two of our conversation with Robert Friedland and Jeff Currie. Robert is Executive Co-Chairman of Ivanhoe Mines and Co-Founder, Chairman, and CEO of I-Pulse. Jeff Currie is Chief Strategy Officer of Energy Pathways at Carlyle.

 

David Greely sits down with Robert and Jeff to discuss what's happening at Davos, what the revenge of the miners and the real economy means for copper and other commodity prices, and the other big themes that Jeff is seeing for 2026 and beyond.

 

We'll pick up with last week's conversation as Jeff discusses how the need to build out infrastructure for AI data centers is leading traditionally asset-light big tech companies to become asset-heavy.

 

Setting Course 2026 Episode 3 | Robert Friedland, Executive Co-Chairman of Ivanhoe Mines & Co-Founder, Chairman, and CEO of I-Pulse and Jeff Currie, Chief Strategy Officer of Energy Pathways, Carlyle

This week on Setting Course 2026, we bring you part one of a two-part conversation with Robert Friedland and Jeff Currie. Robert is Executive Co-Chairman of Ivanhoe Mines and  Co-Founder, Chairman, and CEO of I-Pulse. Jeff Currie is Chief Strategy Officer of Energy Pathways at Carlyle. David Greely sits down with Robert and Jeff to discuss what's happening at Davos, what the revenge of the miners and the real economy means for copper and other commodity prices, and the other big themes that Jeff is seeing for 2026 and beyond.