SmarterMarkets™

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.

Summer Playlist Episode 3 | Hannah Hauman, Global Head of Carbon Trading, Trafigura

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.

Summer Playlist Episode 2 | Michelle Dennedy, CEO, PrivacyCode, Inc.

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 Playlist Episode 1 | Jeff Currie, Global Head of Commodities Research, Goldman Sachs

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.

Systems at Risk Episode 7 | Ryan Ingram, Chief Risk Officer, Abaxx Exchange

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.

Systems at Risk Episode 6 | Andy Home, Senior Metals Columnist, Thomson Reuters

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.

Systems at Risk Episode 5 | Carrie Jaquith, Global Head of Digital Product, Abaxx Technologies

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.

Systems at Risk Episode 4 | Mike Prokop, Director of Digital Transformation & Sustainability, The Alliance Risk Group

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.

Systems at Risk Episode 3 | Craig Pirrong, Professor of Finance and Director, Global Energy Management Institute, Bauer College of Business University of Houston

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.