SmarterMarkets™

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.

Summer Playlist Episode 5 | Jack & Will Lundin of the Lundin Group

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.

Summer Playlist Episode 4 | Robert Friedland, Founder & Executive Co-Chairman, Ivanhoe Mines

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.