SmarterMarkets™

Winter is Coming Episode 6 | Bill Perkins, Partner & Head Trader, Skylar Capital

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.

Winter is Coming Episode 5 | Tracy Shuchart, Partner at Intelligence Quarterly and @chigrl on Twitter

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.

Winter is Coming Episode 4 | Mark Lewis, Head of Climate Research, Andurand Capital

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.

Winter is Coming Episode 3 | Doomberg, Publishers of the ”Doomberg” Substack

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.

Winter is Coming Episode 2 | Daniel Yergin, Vice Chairman, S&P Global

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.

Winter is Coming Episode 1 | Samantha Dart, Head of Natural Gas Research, Goldman Sachs

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.

When Markets Break Episode 3 | Arjun Murti, Former Head of Energy Equity Research, Goldman Sachs

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.

When Markets Break Episode 2 | David Gornall, Former Chairman, LBMA London Bullion Market Association

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.

When Markets Break Episode 1 | Beau Taylor, Former Global Head of Energy Sales & Trading, J.P. Morgan

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.

Summer Playlist Episode 6 | Robert Casamento, Global Climate Chair, Edelman

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.