Smarter Markets: Recent Episodes
Abaxx Technologies Inc.
Smarter Markets brings you the entrepreneurs, icons, and executives of commodities, capital markets, and technology to rant on the inadequacies of our systems and riff on ideas for how to improve them. Our weekly episodes explore how technology can be leveraged to redesign and improve markets to meet society’s biggest challenges, including climate change and the energy transition.
This week on our Summer Playlist, we welcome Josh Qiao into the SmarterMarkets™ studio. Josh is CEO of Yongan International Financial SG. David Greely sits down with Josh to discuss how Yongan is providing access to China’s futures and options markets for international traders, why it chose to become a clearing member of Abaxx Exchange, and the opportunities this creates in the commodities futures markets.
Our Summer Playlist rolls on this week with Mark Lewis, Partner and Managing Director at Climate Finance Partners LLC. David Greely sits down with Mark to discuss the recently released European Commission's EU ETS review proposals and what they'll mean for the outlook for the EU ETS and other carbon markets.
This week on our Summer Playlist, we welcome Arjun Murti back into the SmarterMarkets™ studio. Arjun is Partner at Veriten and Publisher of “Super-Spiked” on Substack. David Greely sits down with Arjun to discuss the lessons learned from the closure of the Strait of Hormuz, the risk of a super spike should the conflict continue, and the key themes he'll be following in the second half of 2026.
On the second installment of our Summer Playlist this week, we welcome Thomas McMahon, Joe Raia, and Russell Robertson into the SmarterMarkets™ studio. Thomas is Co-Founder of Abaxx Technologies; Joe and Russell are Chief Commercial Officer and Chief Business Development Officer at Abaxx Exchange and Clearinghouse.
David Greely sits down with them in Singapore to discuss their experiences in building new commodities futures markets from first trades to commercial adoption over the past five decades – and the opportunities they see ahead.
We kick off our Summer Playlist 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 the state of the energy markets given the ongoing conflict in Iran, the risks posed by the weather this summer and next winter, and how the increasing demand for electricity is shaping power markets, metals demand, and inflation.
This week, we close out our How to Raise Your Agent series with Matthew Cheung, CEO of ipushpull. David Greely sits down with Matthew to discuss how chat won the interface war in financial services, how AI is unlocking a trove of chat data for enterprise use, and why governance will be the key to who wins in a world of messaging and AI agents.
This week on How to Raise Your Agent, we welcome Tom Redman into the SmarterMarkets™ studio. Tom is "The Data Doc" and President of Data Quality Solutions. David Greely sits down with Tom to discuss how, in his view, AI is data, how much of our data is not fit for purpose, and how the solution begins with keeping the focus on the customer – and getting people and their AI agents to see themselves as part of a system in which they are both the data creators and customers.
We continue our How to Raise Your Agent series this week with Joyce Shen, Managing Partner at Together Expedition and AI Professor at UC Berkeley. SmarterMarkets™ host David Greely sits down with Joyce to discuss how AI is rewiring work, what we can learn from past tech transformations, and what's different this time from the perspective of a business practitioner, tech investor, and educator.
On this week’s installment of How to Raise Your Agent, we welcome Daniel Solove into the SmarterMarkets™ studio. Daniel is the Bernard Professor of Intellectual Property & Technology Law at George Washington University Law School. David Greely sits down with Daniel to discuss how AI isn't so much opening up new problems in privacy, but exposing and amplifying the old ones – and how we need to change our legal approach to privacy to solve these problems and take us out of the digital fishbowl we find ourselves in.
This week on How to Raise Your Agent, we welcome Alec Coughlin, Principal at BairesDev and host of AI with Alec, into the SmarterMarkets™ studio. David Greely sits down with Alec to discuss the challenges on the journey to integrating AI and AI agents into your business, offering practical advice for navigating that transformation.
We continue our series How to Raise Your Agent with Ryan Kurt, Founder & CEO of The AI Lab. David Greely sits down with Ryan to discuss how AI and AI agents are transforming our companies and our economy. They talk about the big questions that business leaders should be asking right now and what the companies that are successfully navigating this moment are doing differently.
This week, we present SmarterMarkets™ Encore: Ideas Worth Repeating. We’re bringing back an episode that we brought you last May with Michael DiRienzo, President & CEO at The Silver Institute.
During the conversation, David Greely and Michael discuss the outlook for silver, its role in the energy transition, and the role it can and should play in investor portfolios and in our financial system in the 21st century. Those topics are as relevant now as they were last year.
One update: last year, we discussed that at the time, silver appeared undervalued as it took 100 ounces of silver to buy 1 ounce of gold. Of course, silver prices have climbed over the past year. Now it only takes roughly 60 ounces of silver to buy 1 ounce of gold in the physically deliverable gold and silver futures markets now trading on Abaxx Exchange in Singapore.
On our second installment of How to Raise Your Agent, we welcome Michelle Finneran Dennedy back into the SmarterMarkets™ studio. Michelle is Chief Data Strategy Officer at Abaxx Technologies. David Greely sits down with Michelle to discuss what business leaders and managers will need to do to adapt to a world where their teams include both people and agents – and how they should be thinking about integrating agents into their teams, including how to raise and govern them.
This week, we kick off our new series, How to Raise Your Agent, with Ian Forester, Head of the recently launched Abaxx Labs at Abaxx Technologies.
David Greely sits down with Ian to discuss how AI agents are changing how humans interact with computers and the internet – and why Abaxx Labs introduced its Agents++™ open source library for using digital identity and verifiable credentials for the identity and authorization infrastructure needed for working with agents.
We present a Special Episode of SmarterMarkets™, bringing you exclusive interviews from the FT Commodities Global Summit 2026.
SmarterMarkets™ returned to Lausanne, Switzerland for the 15th edition of the Financial Times Commodities Global Summit, where we caught up with summit participants on the important issues of the day.
The theme for this year's summit was ‘finding the advantage in a fragmented world.’ The conversations were focused on the state of our supply chains and the increasing stakes of the ongoing conflict in Iran.
We've compiled a selection of those 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 are:
Leslie Hook – Natural Resources Editor, Financial Times
Helima Croft – Managing Director and the Head of Global Commodity Strategy and MENA Research, RBC Capital Markets
Robert Friedland – Executive Co-Chairman, Ivanhoe Mines & Co-Founder, Chairman, and CEO, I-Pulse
Brian Menell – CEO & Chairman, TechMet
Gracelin Baskaran – Founding Director, Critical Minerals Security Program, Center for Strategic and International Studies
Ruth Crowell – CEO, LBMA
Alasdair Were – Head of Environmental Markets, Abaxx Exchange
This week on SmarterMarkets™, we present a special episode Subterranean Supply Chain Blues with Robert Friedland, recorded this past week at the FT Commodities Global Summit 2026 in Lausanne, Switzerland. Robert is Executive Co-Chairman of Ivanhoe Mines and Co-Founder, Chairman, and CEO of I-Pulse.
SmarterMarkets™ host David Greely sat down with Robert after his keynote at the FT Summit, where he shared his perspectives on the state of the world and the current role of metals, mining, and markets.
On this week’s installment of Weathering Decarbonization, we welcome Martin Malinow, CEO of Parameter Climate, into the SmarterMarkets™ studio. David Greely sits down with Martin to discuss his work building weather and climate risk transfer markets from the days of Enron to today. They talk about where these markets are now, where they're going, and what we need to be doing to get them there.
This week, we continue our Weathering Decarbonization series by welcoming Mike Prokop back into the SmarterMarkets™ studio. Mike is Executive Consultant at the Clean Hydrogen Buyers Alliance. David Greely sits down with Mike to discuss the challenges and the progress that's been made building U.S. Gulf Coast hydrogen and ammonia markets – and what comes next.
We present a Special Episode of SmarterMarkets™, bringing you exclusive interviews from S&P Global’s CERAWeek 2026.
SmarterMarkets™ was in Houston last week for CERAWeek to partner with S&P Global. We sat down with participants at the energy industry's most influential annual conference. The theme for this year's conference was Convergence and Competition: Energy, Technology, and Geopolitics – and the implications of the conflict in Iran were on everyone's mind.
We’ve compiled a selection of those 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 are:
Arjun Murti – Partner at Veriten & Publisher of "Super-Spiked" on Substack
Susan Sakmar – Visiting Professor at University of Houston Law Center & Board Member of Flex LNG
Jeff Currie – Chief Strategy Officer of Energy Pathways, Carlyle
Radhika Krishnan – Chief Product and Technology Officer, Quorum Software
Michael Greenstone – Director, Energy Policy Institute at the University of Chicago (EPIC)
David Keith – Founding Faculty Director, Climate Systems Engineering Initiative, University of Chicago
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
We continue our Setting Course series this week by welcoming Arjun Murti back into the SmarterMarkets™ studio. Arjun is Partner at Veriten and Publisher of "Super-Spiked" on Substack. David Greely sits down with Arjun to discuss the big themes he sees in energy for 2026, including the electrical power super cycle.
This week, we kick off our new series Setting Course 2026 by welcoming Former Senior CIA Official Rob Dannenberg back into the SmarterMarkets™ studio. David Greely sits down with Rob to discuss the inflection point being created by the Russian war in Ukraine, the capture by the United States of Venezuelan President Maduro, and the potential implications of this widening of the range of acceptable behavior by great powers as we move into 2026.
We begin the new year on SmarterMarkets™ with Part Two of our Holiday Special 2025: The Year in Review.
This week, we’re continuing to revisit the conversations with our guests that helped us understand and articulate the themes that would come to define 2025.
It was the year in which we discovered that this was not the energy transition that we were expecting; and the year in which a new geopolitical reality emerged and old geopolitical concerns resurfaced. It was the year featuring a tale of two carbon markets and the need for new weather markets to manage the risks posed by reliance on renewable power. And 2025 was the year in which there was both a new gold rush and a rush into tokenization.
We hope you’ll sit back, relax, and enjoy Part Two of our Holiday Special 2025: The Year in Review.
Our guests in order of appearance:
Josh Crumb – Founder & CEO, Abaxx Technologies
SM229 – 5.3.2025 – Gold for the 21st Century
Steve Lowe – Strategic Advisor for Precious Metals, Abaxx and Former Managing Director, Co-Head of Global Base and Precious Metals, Scotiabank
SM231 – 5.17.2025 – Gold for the 21st Century
Sunil Kashyap – Managing Director at FinMet Pte Ltd., Singapore
SM224 – 3.29.2025 – Gold for the 21st Century
Wade Brennan – CEO & Co-Founder, Kilo Capital
SM225 – 4.5.2025 – Gold for the 21st Century
Thom McMahon – Co-Founder, Abaxx Technologies
SM235 – 6.14.2025 – Gold for the 21st Century
Albert Cheng – CEO, Singapore Bullion Market Association (SBMA)
SM240 – 7.19.2025 – Summer Playlist 2025
Ian Forester – Head of Product, Abaxx Technologies
SM254 – 10.25.2025 – Re-engineering Tokenization
Riley Hughes – Co-Founder & CEO, Trinsic
SM258 – 11.22.2025 – Re-engineering Tokenization
Carrie Jaquith – Global Head of Digital Product, Abaxx Technologies
SM257 – 11.15.2025 – Re-engineering Tokenization
Leah Wald – Digital Title Lead, Abaxx Technologies
SM261 – 12.13.2025 – Re-engineering Tokenization
Walt Lukken – President & CEO, FIA
SM262 – 12.20.2025 – Re-engineering Tokenization
Josh Crumb – Founder & CEO, Abaxx Technologies
SM253 – 10.18.2025 – Re-engineering Tokenization
We close out the year on SmarterMarkets™ with Part One of our Holiday Special 2025: The Year in Review.
2025 has been a big year full of big months here at Abaxx and at SmarterMarkets™, and we’re closing out 2025 by revisiting the conversations with our guests that helped us understand and articulate the themes that would come to define the year.
2025 was the year in which we discovered that this was not the energy transition that we were expecting; and the year in which a new geopolitical reality emerged and old geopolitical concerns resurfaced. It was the year featuring a tale of two carbon markets and the need for new weather markets to manage the risks posed by reliance on renewable power. And 2025 was the year in which there was both a new gold rush and a rush into tokenization.
We hope you’ll sit back, relax, and enjoy Part One of our Holiday Special 2025: The Year in Review.
Our guests in order of appearance:
Andy Home – Senior Metals Columnist, Thomson Reuters
SM213 – 1.18.2025 – The State of Play in Battery Metals
Andrea Hotter – Special Correspondent, Fastmarkets
SM214 – 1.25.2025 – The State of Play in Battery Metals
Peter Zaman – Partner, HFW Singapore
SM218 – 2.22.2025 – Carbon Frontiers 2025
Nobuo Tanaka – Executive Director Emeritus, International Energy Agency (IEA)
SM246 – 8.30.2025 – Summer Playlist 2025
Helima Croft – Managing Director & Global Head of Commodity Strategy, RBC Capital Markets
SM245 – 8.23.2025 – Summer Playlist 2025
Dave Ernsberger & Mark Eramo – Co-Presidents, S&P Global Commodity Insights
SM251 – 10.4.2025 – Catching Up On Climate
Rene Velasquez – Managing Partner, Valitera
SM219 – 3.1.2025 – Carbon Frontiers 2025
Mark Lewis – Partner & Managing Director, Climate Finance Partners LLC and Former Head of Research, Andurand Capital
SM216 – 2.8.2025 – Carbon Frontiers 2025
Hannah Hauman – Global Head of Carbon Trading, Trafigura
SM250 – 9.27.2025 – Catching Up On Climate
Theresa Kammel & Pierre Buisson – Originator & Senior Structurer, Weather & Agro Zurich, Munich Re
SM241 – 7.26.2025 – Summer Playlist 2025
We close out our Re-engineering Tokenization series this week with Walt Lukken, President & CEO of the FIA and Former Acting Chairman of the U.S. Commodity Futures Trading Commission. David Greely sits down with Walt to discuss the state of the conversation on tokenization in the cleared derivatives industry – and what the next steps are towards bringing tokenized assets into the mainstream.
This week on Re-engineering Tokenization, we welcome Leah Wald, Digital Title Lead at Abaxx Technologies, into the SmarterMarkets™ studio. David Greely sits down with Leah to discuss her experiences and insights from a career working at the intersection of DeFi and traditional finance – and how she's working with Abaxx to re-engineer tokenization through the introduction of Abaxx Private Digital Title.
Re-engineering Tokenization continues this week with Christopher Jensen, Portfolio Manager & Director of Digital Asset Research at Franklin Templeton. SmarterMarkets™ host David Greely sits down with Christopher to discuss his experience tokenizing money market shares with their BENJI token – and the challenges and opportunities that he sees for both the builders and the investors in tokenization for real-world and digitally native assets.
This holiday weekend on our Re-engineering Tokenization series, we welcome Julian Kwan, CEO at IXS and InvestaX, into the SmarterMarkets™ studio. David Greely sits down with Julian to discuss his experience in tokenizing real-world assets, finding the business models that work, how the space has evolved, and how after eight years, it's only getting started.
We continue our Re-engineering Tokenization series this week with Riley Hughes, Co-Founder & CEO at Trinsic. David Greely sits down with Riley to discuss how digital IDs are being used today; the need for a visa-like network for identity in order to move digital IDs more into the mainstream; and the opportunities that a wallet full of digital IDs and attestations will create for a future of more secure, private, and trusted digital interactions.
Re-engineering Tokenization continues this week with Carrie Jaquith, Global Head of Digital Product at Abaxx Technologies. David Greely sits down with Carrie to discuss what makes new technology adoptable by large institutions, the importance of it being interoperable and auditable, and why we should be thinking of augmenting existing PDF-based processes rather than replacing them as we re-engineer tokenization.
This week on Re-engineering Tokenization, we welcome Peter Zaman, Partner at HFW Singapore, back into the SmarterMarkets™ studio. David Greely sits down with Peter to discuss the tokenization and fractionalization of commodities and real-world assets – and the law and customs that facilitate commodity trading by allowing for the transfer of ownership without the transfer of possession.
We continue our Re-engineering Tokenization series this week by welcoming Phil Zimmermann, Creator of Pretty Good Privacy (PGP), into the SmarterMarkets™ studio. David Greely sits down with Phil to discuss his work in cryptography and its role in establishing trust and preserving privacy online. Phil shares his thoughts on what we need to be doing to make sure our technology is helping – not hindering – us in building the type of society we want to live in.
This week on Re-engineering Tokenization, we continue our conversation with Ian Forester, Head of Product at Abaxx Technologies. David Greely sits down with Ian to pick up where we left off last week, digging in deeper on the use of cryptographically secured identity and signatures to take the next step from digitization to tokenization. David and Ian discuss Abaxx’s approach to the four pillars supporting trusted commercial transactions: secure identity, intent, assets, and data.
This week, we kick off our new series Re-engineering Tokenization with Josh Crumb and Ian Forester, CEO and Head of Product at Abaxx Technologies. SmarterMarkets™ host David Greely sits down with Josh and Ian to discuss asset tokenization and Abaxx Technologies’ approach to it – focusing on secure digital identity, privacy, and legal finality as the foundations for institutional grade commercial transactions.
We present a special episode of SmarterMarkets™, bringing you exclusive interviews from the IETA North America Climate Summit 2025.
SmarterMarkets™ returned to the IETA North America Climate Summit to explore the challenges and opportunities defining the next phase of carbon market development.
This year’s conference examined emerging carbon pricing systems worldwide and the “how” and “when” of driving long-term growth — from the growing role of nature- and technology-based removals to the outcomes of the voluntary market’s focus on integrity and how businesses account for carbon.
In partnership with IETA, we spoke with a cross section of delegates about where they see progress, what challenges remain, and the developments they’re watching most closely as markets evolve.
We’ve compiled 10 of those conversations into this Special Episode of SmarterMarkets™. Our guests, in order of appearance, are:
Daniel Klier, CEO, South Pole
Margaret Kim, CEO, Gold Standard
Mandy Rambharos, CEO, Verra
Lisa DeMarco, CEO & Senior Partner, Resilient LLP
Juan Duran, CEO, EcoRegistry
Guy Turner, Managing Director of Carbon Markets, MSCI
Ed Morse, Senior Advisor, Hartree Partners
Sandeep Roy Choudhury, Director, VNV
Stephen Mackenzie, Managing Director, EduVOD Africa + Irungu Waggema, Business Development Sector Leader – Agriculture, Nairobi Securities Exchange (NSE)
Steve Zwick, Host, Bionic Planet & Co-Author of The Carbon Paradox +
Renat Heuberger, CEO, Terra Impact Ventures & Co-Author of The Carbon Paradox
We close out our Catching Up On Climate series this week with Dave Ernsberger & Mark Eramo, Co-Presidents of S&P Global Commodity Insights and Members of S&P Global’s Executive Leadership Team. David Greely sits down with Dave and Mark to catch up on the state of U.S. policy and the global discussion on energy, climate, and sustainability after New York City Climate Week – and where we’re heading next.
This week on Catching Up On Climate, we’re celebrating our 250th episode of SmarterMarkets™ with Hannah Hauman, Global Head of Carbon Trading at Trafigura. David Greely sat down with Hannah at the IETA North America Climate Summit in New York this week to catch up on how Article 6 and CORSIA are reshaping the global carbon markets. They discuss how countries are now framing their environmental goals, setting their climate ambitions, and building new compliance carbon emissions markets in a multipolar world.
On our third installment of Catching Up On Climate, we welcome Dirk Forrister, President & CEO of IETA, back into the SmarterMarkets™ studio. David Greely sits down with Dirk to discuss what he and IETA have been focused on this past year – and what he sees as some of the most important things happening in climate and the carbon markets ahead of IETA's North America Climate Summit 2025.
We continue Catching Up On Climate this week by welcoming Alexia Kelly back into the SmarterMarkets™ studio. Alexia is Managing Director of Carbon Policy and Markets Initiative at High Tide Foundation. David Greely sits down with Alexia to discuss what's been happening beneath the quiet surface of the voluntary carbon markets in order to get them ready for prime time and unlock the institutional capital these markets need.
This week, we kick off our new series, Catching Up On Climate, where we'll be discussing the state of the climate, the energy transition, and carbon markets going into Climate Week New York City 2025.
We begin our new series by welcoming David Shukman back into the SmarterMarkets™ studio. Shukman is a journalist and former Science Editor at the BBC. SmarterMarkets™ host David Greely sits down with Shukman to catch up on how our experience of climate change is becoming more local and immediate, how governments and corporations are responding, and how the stories we tell – and the way we tell them – must adapt to help us confront this changing reality.
We close out our Summer Playlist this week by welcoming Nobuo Tanaka, Executive Director Emeritus at the International Energy Agency, into the SmarterMarkets™ studio. David Greely sits down with Nobuo Tanaka to discuss how the energy trilemma of balancing energy security, affordability, and environmental sustainability is shaping the energy and geopolitical landscape facing Japan and Korea – and what it means for the future of LNG and nuclear power.
We continue our Summer Playlist this week by welcoming Helima Croft back into the SmarterMarkets™ studio. Helima is Managing Director & Global Head of Commodity Strategy at RBC Capital Markets. David Greely sits down with Helima to discuss the state of the ongoing conflicts in Ukraine and the Middle East, how and why the Trump administration may be turning to tariffs and trade deals to reduce Russian energy exports, and the consequences for energy markets and prices going forward.
On this week’s installment of Summer Playlist 2025, we welcome DJ Watkins and Chanel Host, Founder and Director of the Aspen Design Conference, into the SmarterMarkets™ studio. David Greely sits down with DJ and Chanel to discuss their relaunch and reimagining of the historic International Design Conference in Aspen. Together, they explore how design thinking transforms ideas into innovations that build businesses and change our lives – and how design thinking can be applied to help solve our biggest challenges.
This week on Summer Playlist 2025, we welcome Yassir Benjelloun-Touimi, Co-Founder & CEO of ARTEX Global Markets, into the SmarterMarkets™ studio. David Greely sits down with Yassir to discuss how ARTEX is building the market infrastructure to broaden access to trading and investing in museum quality fine art – as well as the challenges and opportunities in creating a new asset class.
We continue our Summer Playlist this week by welcoming Catherine Flax back into the SmarterMarkets™ studio. Catherine is CEO at Zefiro Methane Corp. David Greely sits down with Catherine to catch up on her work at Zefiro addressing the global methane emissions problem by cleaning up and plugging end-of-life oil and natural gas wells. David and Catherine also discuss how she's been navigating the reduction in carbon finance through the voluntary carbon markets and the volatile policy landscape in the United States to better understand what it takes to run a company in a challenging environment.
Our Summer Playlist rolls on this week with Theresa Kammel and Pierre Buisson, Originator and Senior Structurer of Weather & Agro Zurich at Munich Re. David Greely sits down with them to discuss the role of weather derivatives in managing weather-related risks — and how the market for these derivatives is growing and becoming more sophisticated with the energy transition to renewables like wind and solar.
We continue our Summer Playlist this week with Albert Cheng, CEO of the Singapore Bullion Market Association (SBMA). SmarterMarkets™ host David Greely sits down with Albert to discuss the SBMA's vision for Singapore to become a leading global center for the trading of gold and other precious metals – and the SBMA's roadmap to making that vision a reality.
On our third installment of Summer Playlist 2025, we welcome Jeff Currie back into the SmarterMarkets™ studio. Jeff is Chief Strategy Officer of Energy Pathways at Carlyle. David Greely sits down with Jeff to discuss the implications of the breakdown of the world order that has defined the post-World War II era – implications Jeff lays out in his new paper, The New Martial Plan, the sequel to The New Joule Order. Together, they discuss how the quest for security is becoming the paramount force reshaping geopolitics, energy, and investment.
This week on Summer Playlist 2025, we welcome Michael Greenstone into the SmarterMarkets™ studio. Michael is Director of the Energy Policy Institute at the University of Chicago (EPIC), Founding Director of the University’s Institute for Climate and Sustainable Growth, and Milton Friedman Distinguished Service Professor in Economics.
David Greely sits down with Michael to discuss how EPIC is translating the insights of cutting edge energy and environmental research into real world impact, including building cap-and-trade particulate emissions markets in India.
We kick off our Summer Playlist 2025 this week with Michelle Finneran Dennedy, Chief Data Strategy Officer at Abaxx Technologies. David Greely sits down with Michelle to discuss why CEOs and organizational leaders are shifting how they view data from seeing it as a risky liability to potentially seeing it as their greatest asset – and what that means for the ways we measure and manage our businesses.
We close out Gold for the 21st Century this week with a special roundtable episode with Dan McElduff (President, Abaxx Exchange), Siddiq Farid (Managing Director, Abaxx Spot), and David Gornall and Steve Lowe (Strategic Advisors for Precious Metals, Abaxx).
David Greely sits down with them to discuss their experience and insights at the 2025 Asia Pacific Precious Metals Conference in Singapore this past week, following the introduction of Abaxx’s integrated gold infrastructure – including physically-deliverable Gold Kilobar Singapore Futures on Abaxx Exchange and the launch of a new provider of spot market services, Abaxx Spot, enabling secure transfers of physically-allocated gold in Singapore through a central pool structure. Together, they mark the first instance of co-located spot and futures infrastructure for gold, aiming to reduce fragmentation in global gold markets by aligning futures and spot markets with how gold is actually traded, stored, and settled.
We continue Gold for the 21st Century this week with Thomas McMahon, Co-Founder of Abaxx Technologies. David Greely sits down with Thomas to discuss how the role that gold may play in our financial system in the near future is not that different from the one gold and silver played in the not-so-distant past. They also explore precious metals' market evolution in the latter half of the 20th century and its implications for the role of gold in the 21st century.
This week on Gold for the 21st Century, we welcome Greg Sharenow back into the SmarterMarkets™ studio. Greg is Managing Director & Portfolio Manager for Commodities and Real Assets at PIMCO. David Greely sits down with Greg to discuss how policy uncertainty and inflation are shaping the investing landscape and the role that commodities and real assets – including gold – are playing in helping investors grow and protect their wealth.
We continue Gold for the 21st Century this week with Sakhila Mirza, President of Responsible Gold. David Greely sits down with Sakhila to discuss the role of standards, data, and technology in building an ecosystem of trust for responsible and sustainable gold.
It’s a holiday weekend in the United States, and we thought it would be a good time to revisit some of the big ideas that our guests shared with us over the past year.
Meeting the new commercial realities created by the globalization of the natural gas market, the energy transition to a lower carbon economy, and the rise of artificial intelligence requires new and smarter markets in which participants are empowered with new financial technology.
And building those smarter markets will require big ideas. We hope you enjoy revisiting these moments and ideas with us.
Our guests featured on this episode are:
-Robert Friedland, Founder & Executive Chairman, Ivanhoe Mines
-Brad Hitch, Director of LNG Trading, EQT Corporation
-Samantha Dart, Head of Natural Gas Research, Goldman Sachs
-Susan Sakmar, Visiting Professor, Univ. of Houston & Board Member, Flex LNG
-Mark Lewis, Head of Research, Andurand Capital
-Hannah Hauman, Global Head of Carbon Trading, Trafigura
-Andy Home, Senior Metals Columnist, Thomson Reuters
-Andrea Hotter, Special Correspondent, Fastmarkets
-Ben Hunt, Author of Epsilon Theory & Co-Founder/CIO, Second Foundation Partners
-Michelle Finneran Dennedy, Chief Data Strategy Officer, Abaxx Technologies
-Dr. David Bray, Distinguished Chair of the Accelerator & CEO/Principal, Stimson Center & LDA Ventures, Inc.
-Josh Crumb, Founder & CEO, Abaxx Technologies
On this week’s installment of Gold for the 21st Century, we welcome Steve Lowe into the SmarterMarkets™ studio. Steve is Former Managing Director, Co-Head of Global Base and Precious Metals at Scotiabank. David Greely sits down with Steve to talk about his experience and insights into the gold markets from his time leading the iconic Scotia metals business. They also discuss what market infrastructure and technology the gold market needs now – and what could be the opportunity for the next iconic gold business of the 21st century.
This week on Gold for the 21st Century, we welcome Michael DiRienzo, President & CEO at The Silver Institute, into the SmarterMarkets™ studio. David Greely sits down with Michael to discuss the outlook for silver, its role in the energy transition, and the role it can and should play in investor portfolios and our financial system in the 21st century.
We continue Gold for the 21st Century this week with Josh Crumb, Founder & CEO of Abaxx Technologies. SmarterMarkets™ host David Greely sits down with Josh to discuss how gold has shaped Josh’s vision and mission to build smarter markets throughout his career. They also talk about how the gold market is where the many dimensions of Abaxx come together as it launches a physically deliverable kilobar gold futures contract in Singapore through Abaxx Exchange, a gold pool through Abaxx Spot, and deploys the new financial technology that will pave the way to full digital title.
This week on Gold for the 21st Century, we welcome Gregor Gregerson, Founder of Silver Bullion Group, into the SmarterMarkets™ studio. David Greely sits down with Gregor to discuss the role of gold and precious metals in protecting wealth, the physical infrastructure and technology required, and why creating and maintaining trust remains the foundation of a functional financial system.
We continue Gold for the 21st Century this week with Don Casturo, Founding Partner and Chief Investment Officer at Quantix Commodities. David Greely sits down with Don to discuss the role of gold in protecting investors' portfolios, the drivers of recent gold market performance, and how de-dollarization is changing the way gold trades relative to other assets.
We present a Special Episode of SmarterMarkets™, bringing you exclusive interviews from the FT Commodities Global Summit 2025.
SmarterMarkets™ returned to the annual Financial Times Commodities Global Summit in Lausanne, Switzerland this March, where commodity traders get together to talk about the markets and how they’re navigating them. In retrospect, this year was the calm before the storm of the wide-ranging U.S. tariffs imposed by President Donald Trump.
We partnered with the FT to once again interview commodities markets participants to ask them about the big developments being discussed at the conference this year. We also discussed the ways that markets and market infrastructure need to change to keep pace with the changing commodities trading landscape and what tools and technologies they need most.
We've compiled a selection of those interviews into this Special Episode of SmarterMarkets™ with an introduction by Leslie Hook, Natural Resources Editor for the Financial Times.
If you would like to listen to the full interviews, they are available on the SmarterMarkets™ Presents media portal.
Our guests in order of appearance in this episode are:
Leslie Hook – Natural Resources Editor, FT
Helima Croft – Managing Director and Global Head of Commodity Strategy, RBC Capital Markets
Mark Kristoff – CEO, Traxys
Fernanda Ávila – Congresswoman & Former Secretary of Mining, Ministry of Economy, Argentina
JP Aubin – Co-CEO, BGC Group
Sacha Lifschitz – Head of Battery Materials, Abaxx Exchange
This week on Gold for the 21st Century, we welcome Wade Brennan, CEO & Co-Founder of Kilo Capital, into the SmarterMarkets™ studio. David Greely sits down with Wade to discuss the effects of the recent tariff-related price volatility and pricing dislocations on the users of gold, as well as the role of bullion banking in the gold market of the 21st century.
We continue Gold for the 21st Century this week with Sunil Kashyap, Managing Director at FinMet Pte Ltd., Singapore. David Greely sits down with Sunil to discuss the role of gold in Asia, what the West can learn from it, and what new market infrastructure and technology can lead to smarter gold markets in Asia for the 21st century.
We present a special mid-week episode of SmarterMarkets™, bringing you exclusive interviews from FIA’s BOCA50 – the International Futures Industry Conference.
SmarterMarkets™ returned to FIA Boca to be a part of BOCA50, the 50th anniversary of the International Futures Industry Conference. We partnered with the FIA to interview a wide-range of futures industry participants.
We asked them how long they’ve been coming to Boca, how the conference has evolved, and what keeps them coming back. We also asked them to share with us the big topics and issues they were at Boca this year to discuss with others and what new derivatives products and financial technology they were most excited about.
We’ve compiled a selection of those 9 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.
Our guests in order of appearance in this episode are:
Walt Lukken, President & CEO, FIA
Alun Green, EVP, Managing Director, Futures & Options, Trading Technologies
Stuart Connolly, CEO, CloudMargin
Thomas Texier, Head of Clearing, Marex
Travis Schwab, CEO, Eventus
Ryan Moroney, CEO, CQG
Anthony Crudele, SVP, NinjaTrader
Alan Guarino, Vice Chairman, Korn Ferry
Joe Raia, Chief Commercial Officer, Abaxx Exchange & Clearinghouse
This week, we kick off our new series Gold for the 21st Century with David Gornall. Gornall is Strategic Advisor for Precious Metals at Abaxx Exchange, Former Global Head of Precious Metals Trading at Natixis, and Former Chairman of the LBMA.
SmarterMarkets™ host David Greely sits down with Gornall to discuss where gold market infrastructure is not keeping pace with the evolving use of gold, what it means for regional price discovery and trading, and what market infrastructure and regulatory changes are needed to allow gold to take its seat at the financial table and meet the demand for gold in the 21st century.
We wrap up Carbon Frontiers 2025 this week with Belinda Ellington, Principal at Ellington Resolution, Senior Advisor at IETA, and Former MD, Global Head of Commodities Legal at Citi. David Greely sits down with Belinda to discuss the challenges that banks face in carbon markets and sustainable finance – and why establishing the legal nature of verified carbon credits is a critical step to getting carbon finance flowing
This week on Carbon Frontiers 2025, we welcome back Peter Fusaro, Founder of the Wall Street Green Summit. David Greely sits down with Peter to discuss where we are in carbon markets and the energy transition – and the other big issues on the agenda as we head into the 24th annual Wall Street Green Summit in New York City on March 18-19.
We continue Carbon Frontiers 2025 this week with Rene Velasquez, Managing Partner at Valitera. David Greely sits down with Rene to discuss the ‘tale of two cities’ state of the carbon markets – and the challenges and opportunities in getting carbon finance flowing.
This week on Carbon Frontiers 2025, we welcome back Peter Zaman, Partner at HFW Singapore. David Greely sits down with Peter to discuss the impact of the US withdrawal from the Paris Agreement and how the rest of the world's response, whether ideological or pragmatic, will determine the path forward. They also talk about the need for a greater focus on adaptation and managing climate risk in a world where climate action is going to be slower and take longer to make meaningful change.
On our second installment of Carbon Frontiers 2025, we welcome Alasdair Were, Head of Environmental Markets at Abaxx Exchange, back into the SmarterMarkets™ studio. David Greely sits down with Alasdair to discuss how recent dramatic policy changes and hard economic realities are influencing both corporate and government approaches to the energy transition, what it means for the carbon and environmental markets, and some of the potential paths forward.
We kick off Carbon Frontiers 2025 this week with Mark Lewis, Head of Research at Andurand Capital. David Greely sits down with Mark to discuss the leading role that the EU ETS may play in moving carbon markets forward as it’s forced to balance carbon emissions reductions with keeping its industry competitive in a world where the U.S. is no longer in the Paris Agreement.
We close out The State of Play in Battery Metals this week with Brian Menell, Chairman & CEO at TechMet. David Greely sits down with Brian to discuss how short-term oversupply is distracting us from making the investments needed to meet the growing medium-term demand for battery metals and critical minerals – and why governments and sovereign wealth funds may need to take the lead on financing the investment that is needed.
We continue The State of Play in Battery Metals this week with Andrea Hotter, Special Correspondent at Fastmarkets. SmarterMarkets™ host David Greely sits down with Andrea to discuss the flurry of executive orders signed by President Trump as he returned to the White House this week – and what they may mean for the battery metals markets.
On our second installment of The State of Play in Battery Metals, we welcome back Andy Home, Senior Metals Columnist at Thomson Reuters. David Greely sits down with Andy to discuss the ways the energy transition hasn't gone the way people thought it would in battery metals; where we stand after a brutal year in the battery metals business; and the need to manage risk that's driving new exchanges and resurging trading volumes.
This week, we kick off our new series The State of Play in Battery Metals with Dan McElduff, President at Abaxx Exchange. David Greely sits down with Dan to discuss the evolving commercial needs of the battery metals markets – and how Abaxx is applying the approach Dan learned at the NYMEX to design and launch physically deliverable futures contracts for nickel sulfate and lithium carbonate.
We begin the new year with part two of our two-part Holiday Special. SmarterMarkets™ host David Greely is joined again this week by Josh Crumb, Founder & CEO of Abaxx Technologies, along with colleagues Sacha Lifschitz, David Gornall, and Steve Lowe from the Abaxx Exchange Metals Team.
In part two of our Holiday Special, they continue their discussion on metals markets – battery metals and gold – and how better market infrastructure and financial technology can be brought to bear to make these markets fit for purpose for the commercial needs of today and into the future.
We close out the year with part one of our two-part Holiday Special. SmarterMarkets™ host David Greely is joined by Josh Crumb, Founder & CEO of Abaxx Technologies, along with colleagues Sacha Lifschitz, David Gornall, and Steve Lowe from the Abaxx Exchange Metals Team.
In part one this week, they begin their discussion on metals markets – battery metals and gold – and how better market infrastructure and financial technology can be brought to bear to make these markets fit for purpose for the commercial needs of today and into the future.
We close out our Inside the Coffeehouse series this week with Steve Zwick and Renat Heuberger. Steve is Host & Producer of Bionic Planet, and Renat is CEO & Co-Founder of Terra Impact Ventures. David Greely sits down with Steve and Renat to discuss the paradoxes of the carbon markets – and what we can be doing better to bridge the gap between the complex realities and simple messages to move the conversation forward and support meaningful climate action.
We continue our Inside the Coffeehouse series this week with Dr. David Bray, Distinguished Chair of the Accelerator & CEO/Principal at the Stimson Center & LDA Ventures, Inc. David Greely sits down with Dr. Bray to discuss how technology is shaping how we relate to each other today – and how we can learn from the lessons of the past to put our technology to work to empower individuals, rebuild trust, and promote a freer and more peaceful society.
This week on our Inside the Coffeehouse series, we welcome Ben Hunt back into the SmarterMarkets™ studio. Ben is author of Epsilon Theory and Co-Founder & CIO of Second Foundation Partners. David Greely sits down with Ben to discuss what AI is teaching us about how we use language – and how we can build digital tools not to outsource our consciousness, but to increase our ability to have trusted conversations at scale.
This holiday weekend on our Inside the Coffeehouse series, we welcome Arjun Murti and Jeff Currie back into the SmarterMarkets™ studio.
Arjun is Partner at Veriten and Publisher of "Super-Spiked" on Substack. Jeff Currie is Chief Strategy Officer of Energy Pathways at Carlyle.
David Greely sits down with Jeff and Arjun, reuniting these two former Goldman partners and colleagues to share their perspectives on the market, economic, and political forces shaping the future of our energy markets.
We continue our Inside the Coffeehouse series where we're introducing you to Coffeehouse, our new social media platform for advancing the conversation on energy, climate, markets, and technology.
We have two guests joining us today. Susan Sakmar is Visiting Professor at the University of Houston Law Center, Board Member at Flex LNG, and Author of Energy for the 21st Century: Opportunities and Challenges for LNG. And Eirik Wærness is Senior Vice President and Chief Economist at Equinor.
SmarterMarkets™ host David Greely sits down with Susan and Eirik for a transatlantic conversation on the future of energy following the US elections – and asks them to share their perspectives on what it may mean for the US oil and natural gas industry, LNG, and Europe.
On our new series Inside the Coffeehouse, this week we welcome two guests from Abaxx Exchange into the SmarterMarkets™ studio: Alasdair Were and Joe Raia. Alasdair is Head of Environmental Markets and Joe is Chief Commercial Officer at Abaxx Exchange.
David Greely sits down with Alasdair and Joe to discuss what the US elections and COP29 may mean for carbon markets, what innovative environmental products the markets need next, and what we should be discussing now to create the smarter markets that are necessary to navigate the uncertain times ahead.
This week, we kick off our new series Inside the Coffeehouse. In this series introduction, host David Greely introduces SmarterMarkets™ Coffeehouse, our new social media platform for advancing the conversation on energy, climate, markets, and technology – and he discusses why we’re doubling down on meaningful conversations and on markets during these divisive times.
We close out our Markets in Transition series this week with Brad Hitch, Director of LNG Trading at EQT Corporation. David Greely sits down with Brad to discuss the rapid development of the Gulf of Mexico LNG market, what it means for pricing dynamics, and how tools like physically deliverable futures contracts can empower traders to manage risk and unlock value.
We continue our Markets in Transition series this week by welcoming back Robert Friedland, Founder & Executive Chairman at Ivanhoe Mines. David Greely sits down with Robert to discuss the state of the energy transition, which metals are truly critical, and how we need to work together to re-engineer our energy system.
This week on our Markets in Transition series, we’re celebrating our 200th podcast episode by welcoming Josh Crumb, the Founder & CEO of Abaxx Technologies, back into the studio. David Greely sits down with Josh to discuss what’s been learned and accomplished so far in turning the SmarterMarkets vision into a reality.
This week on Markets in Transition, we welcome Sid Jha, Founder & CEO of Arbol, back into the SmarterMarkets™ studio. David Greely sits down with Sid to discuss some of the ways we can improve our insurance markets to meet the needs created by increasing climate risk as we experience what could be a historically devastating hurricane season in the United States.
We present a special mid-week episode of SmarterMarkets™, bringing you exclusive interviews from the IETA North America Climate Summit 2024.
SmarterMarkets™ returned to the Carbon Markets Studio at the IETA North America Climate Summit to take stock of where we are and what we need to do next to harness the power of markets to make net-zero possible.
We partnered with IETA to interview a cross section of conference participants to understand where they see the opportunities and challenges for using carbon markets to support climate action and the most important developments they're following in the carbon markets.
We’ve compiled a selection of those 11 interviews into this Special Episode of SmarterMarkets™. Our guests in order of appearance are:
Alfredo Nicastro, SVP & Global Head of Carbon Markets, StoneX
Sandeep Roy Choudury, Director, VNV Advisory
Svenja Telle, CEO, Denominator
Hugh McAlpine, Partner, GS Environmental
Peter Zaman, Partner, HFW Singapore
Alex Saer, CEO, Cercarbono
Sandra Pinzón, Founder & CEO, Global Zero Waste
Juan Durán, CEO, EcoRegistry
Steve Zwick, Producer & Host, Bionic Planet
Yvan Champagne, Chief Carbon Officer, CarbonAi
David Antonioli, Owner, Transition Finance
We continue Markets in Transition this week with Helima Croft, Managing Director & Global Head of Commodity Strategy at RBC Capital Markets. David Greely sits down with Helima to discuss the escalating situation in the Middle East as well as the U.S. presidential elections – and what each may mean for global energy markets.
Our Markets in Transition series continues this week with Andy Home, Senior Metals Columnist at Thomson Reuters. David Greely sits down with Andy to discuss the many transitions happening in the metals markets today, as well as the big issues that the metals industry needs to be talking about if we're to meet these challenges as we head into London Metals Week.
This week on Markets in Transition, we welcome Dirk Forrister back into the SmarterMarkets™ studio. Dirk is President & CEO of the International Emissions Trading Association (IETA). David Greely sits down with Dirk to discuss the transitions happening in the carbon markets – from analog to digital, voluntary to compliance, and OECD to global – as we head into IETA's North America Climate Summit 2024 this week in New York City.
We continue our Markets in Transition series this week with He Yiyong, Founder & CEO of LNG Easy. David Greely sits down with He Yiyong to discuss how rising LNG supplies are spurring the development of retail LNG markets in China and developing countries – and how the pricing system for LNG needs to be adapted to meet the needs of these retail LNG markets.
This week, we kick off our new series, Markets in Transition.
The energy transition is changing global markets in natural gas, carbon, and battery metals. In our new series, we’ll be discussing what these changes mean for our markets — and what smarter markets and market infrastructure we need to build to meet the needs of the energy transition.
We begin our Markets in Transition series with Andrea Aranguren, CEO & President of Minehub Technologies. SmarterMarkets™ host David Greely sits down with Andrea to discuss the transition from email and Excel to digital supply chains – and what it means for companies and markets.
We close out our Summer Playlist this week with Ted Merz, Founder of Principles Media. David Greely sits down with Ted to discuss the growing imperative for business leaders to tell their story – and how technology is changing the nature of how we write our stories and what our readers value in them.
Our Summer Playlist rolls on this week with Michelle Finneran Dennedy, CEO of PrivacyCode.AI. David Greely sits down with Michelle to discuss privacy in the age of data as a highly valuable commodity – and the focus we need to be putting on data supply chains and the data industry in the wake of the National Public Data breach.
Our Summer Playlist continues this week with Hannah Hauman, Global Head of Carbon Trading at Trafigura. David Greely sits down with Hannah to discuss how seemingly separate EU regulations on corporate green claims and reporting are coming together to create a new definition of net zero and a new approach to driving corporate climate action.
This week on our Summer Playlist, we welcome Edwin Dorsey, author of “The Bear Cave” on Substack, into the SmarterMarkets™ studio. David Greely sits down with Edwin to discuss his work and views on the short side of the stock market – and its role in making markets smarter by finding the serious problems that others may not see yet.
We continue our Summer Playlist this week with Peter Zaman. Peter is a Partner at HFW in Singapore and has been practicing law in climate finance and environmental markets since 2004. David Greely sits down with Peter to talk about the state of play in carbon markets. They discuss what the SBTi statements this week, the uncertainties facing CORSIA participants, and the EU's new methane regulation tell us about how the disputes over the right approach to addressing carbon emissions are having practical consequences on our ability to make meaningful progress – and what we need to be doing next.
Our Summer Playlist rolls on this week with David Szybunka, Senior Portfolio Manager & Managing Director of the Energy Team at Canoe Financial. SmarterMarkets™ host David Greely sits down with David to discuss what’s familiar – and what’s different – in this commodity cycle, as well as his full-cycle approach to investing in all things energy.
We continue our Summer Playlist 2024 this week with Arjun Murti, Partner at Veriten and Publisher of “Super-Spiked” on Substack. David Greely sits down with Arjun to discuss America’s energy independence – and what it will take to maintain America’s energy exceptionalism to help meet rising global demand into a future of lower carbon and more sustainable energy.
We kick off this year’s Summer Playlist with Travis Schwab, CEO at Eventus. SmarterMarkets™ host David Greely sits down with Travis to discuss the role of trade surveillance in making markets not only smarter, but safer – and how this essential piece of market infrastructure is meeting the challenge of new technologies and new market conditions
We wrap up The Future of Energy this week with Catherine Flax, President of Private Markets at X Machina Capital Strategies. David Greely sits down with Catherine to discuss transforming today’s oil and gas assets and energy market infrastructure to meet the needs of a more sustainable energy future.
We continue The Future of Energy this week with Joe Raia. Joe is Chief Commercial Officer at Abaxx Exchange and Clearinghouse, which commenced trading in its new physically-deliverable LNG and carbon futures contracts yesterday. SmarterMarkets™ host David Greely sits down with Joe to discuss what it takes to build smarter markets for the future of energy – and where we’re going next.
This week on The Future of Energy, we welcome Samantha Dart, Head of Natural Gas Research at Goldman Sachs, back into the SmarterMarkets™ studio. David Greely sits down with Samantha to discuss the outlook for LNG and the global natural gas market, and their role in the future of energy.
We continue The Future of Energy this week by welcoming Pulitzer Prize winning author Daniel Yergin back into the SmarterMarkets™ studio. Daniel is Vice Chairman of S&P Global and author of the bestselling book The New Map: Energy, Climate, and the Clash of Nations, as well as the Pulitzer Prize winning book, The Prize: The Epic Quest for Oil, Money & Power.
SmarterMarkets™ host David Greely sits down with Daniel to discuss his recent report The Return of Energy Security – and how energy is reshaping geopolitics and the new map of the future of energy.
On our second installment of The Future of Energy, we welcome Eirik Wærness, Senior Vice President & Chief Economist at Equinor, into the SmarterMarkets™ studio. David Greely sits down with Eirik to discuss Equinor’s recently published Energy Perspectives 2024 – and how whether we build walls or bridges will decide our energy future.
This week, we kick off our new series, The Future of Energy, with Tom L. Ward. Tom is CEO of Mach Natural Resources. SmarterMarkets™ host David Greely sits down with Tom to discuss his work at Chesapeake in pioneering the US shale boom and oil and gas renaissance – and how his work laid the foundation for the future of energy.
We close out our Carbon Frontiers 2024 series this week with Leslie Durschinger, Founder, CEO, & CIO at Terra Global Capital. SmarterMarkets™ host David Greely sits down with Leslie to discuss her views on what the media is getting wrong in its criticism of nature-based carbon projects, as well as what project financiers and developers should be doing to deliver a just transition through nature-based solutions.
This week on Carbon Frontiers 2024, we welcome Steve Zwick into the SmarterMarkets™ studio. Steve is Host and Producer of Bionic Planet, which focuses on navigating the new reality of life on a managed planet. David Greely sits down with Steve to put some of today’s controversies in the voluntary carbon markets into their historical context. David and Steve also discuss what’s gone wrong – and what’s gone right – with the first generation of REDD projects and the media criticism they’ve come under.
On this week’s installment of Carbon Frontiers 2024, we welcome Alasdair Were, Head of Environmental Markets at Abaxx Exchange and Clearinghouse, back into the SmarterMarkets™ studio. David Greely sits down with Alasdair to discuss the new futures contracts and technologies that the carbon markets need in order to develop faster, become more liquid, and scale.
We continue our Carbon Frontiers 2024 series this week with Sid Jha, Founder & CEO of Arbol. SmarterMarkets™ host David Greely sits down with Sid to discuss his work building parametric insurance markets to help manage the risks created by a changing climate.
This week on Carbon Frontiers 2024, we welcome Alexia Kelly into the SmarterMarkets™ studio. Alexia is Managing Director of Carbon Policy and Markets Initiative at the High Tide Foundation. David Greely sits down with Alexia to discuss how we can bridge the divide on ideas for what is the right theory of change that too often turns the carbon markets into a circular firing squad – and how we can find a way forward together with the required urgency for climate action.
We present a special mid-week episode of SmarterMarkets™, bringing you exclusive interviews from the FT Commodities Global Summit 2024.
SmarterMarkets™ was back at the annual Financial Times Commodities Global Summit in Lausanne, Switzerland this April, where the conversation focused on how the commodities traders and markets are navigating the new commodities world order.
We partnered with the FT to interview a wide-range of market participants to ask them how the big developments being discussed at the conference this year – including the pressures from the energy transition, technological innovations like AI, war and geopolitics, changing government regulations, and the end of easy money – were affecting the commodities trading landscape and the way that trading was getting done.
We also asked them to describe the ways that markets and market infrastructure need to adapt and evolve to keep pace with the changing trading landscape and what new tools and technologies would be most useful to their businesses.
We’ve compiled a selection of those interviews into this special episode of SmarterMarkets™. Our guests in order of appearance are:
Tom Wilson, Natural Resources Editor, Financial Times
Simon Collins, Chairman, HC Group
Helima Croft, Global Head of Commodity Strategy & MENA Research, RBC Capital Markets
Brian Menell, Chairman & CEO, TechMet
Amrita Sen, Co-Founder & Director of Research, Energy Aspects
Jason Tate, Head of European Power Trading and Origination, BP
Michael Curran, Head of Environmental Products, Vitol
Alasdair Were, Head of Environmental Markets, Abaxx Exchange
On this week’s installment of Carbon Frontiers 2024, we welcome Tim McDonnell, Climate & Energy Editor at Semafor, into the SmarterMarkets™ studio. David Greely sits down with Tim to discuss some of the big stories he’s following in 2024 – and how media can better influence and cover how companies and governments are moving forward toward net-zero.
We continue Carbon Frontiers 2024 this week with Matt Atwood, Co-Founder & CEO at Aircapture. David Greely sits down with Matt to discuss how they’re developing their air capture technology into an effective and scalable solution by commercializing atmospheric CO2.
This week on Carbon Frontiers 2024, we welcome Talal Debs, Founder & CEO of Zefiro Methane Corp., into the SmarterMarkets™ studio. Host David Greely sits down with Talal to discuss Zefiro’s work to stop methane emissions by plugging orphaned and abandoned oil and gas wells in the U.S. – and how they use carbon markets to finance it.
We present a special mid-week episode of SmarterMarkets™, bringing you exclusive interviews from FIA Boca 2024.
During this March’s FIA Boca conference in Boca Raton, Florida, we partnered with the FIA to interview a wide-range of futures industry participants. SmarterMarkets™ host David Greely sat down with these guests to ask them how they see their role in the markets and to hear their views on the important developments and big issues being discussed at Boca this year. David also asked them about what they see as the big challenges and opportunities for the futures industry – and what we need to be doing to meet those challenges and seize those opportunities.
We’ve compiled a selection of those interviews into this special episode of SmarterMarkets™. Our guests in order of appearance are:
Walt Lukken, President & CEO, FIA
Sergey Nazarov, Co-Founder, Chainlink
Przemek Koralewski, Global Head of Market Development, Fastmarkets
Maureen Downs, Co-Founder & CFO, Connamara Technologies
Yuval Rooz, Co-Founder & CEO, Digital Asset
Anthony Crudele, Host of Futures Radio Show
William L'Heveder, Chief Growth Officer, BMLL Technologies
Joe Raia, Chief Commercial Officer, Abaxx Exchange and Clearinghouse
On our third installment of Carbon Frontiers 2024, we welcome Enric Arderiu, Global Head of Environmental Products at Mercuria, into the SmarterMarkets™ studio. Host David Greely sits down with Enric to discuss the range of ways in which market participants – in both the voluntary and compliance markets – are learning from past mistakes and adapting to the realities of the present to develop the carbon markets of the future.
We continue Carbon Frontiers 2024 this week with Charlie Pool, Head of Carbon Insurance at Howden. SmarterMarkets™ host David Greely sits down with Charlie to discuss insurance and risk management at the intersection of finance, carbon, and technology.
This week, we kick off our new series, Carbon Frontiers 2024. Throughout this series, we’ll be talking with the market practitioners who’ve kept the carbon markets and decarbonization efforts moving forward to better understand how they’re learning from the mistakes of the past, adapting to the realities of the present, and developing the markets, technologies, and strategies for a net-zero future.
We begin our series with Sandeep Roy Choudhury, Director of VNV Advisory Services. SmarterMarkets™ host David Greely sits down with Sandeep to discuss the impact of the intense media criticism last year on carbon emissions projects and how he’s working to continue to use carbon financing to fund and develop carbon mitigation and adaptation projects.
We close out our Setting Course series this week with Carrie Jaquith, Global Head of Digital Product at Abaxx Technologies. David Greely sits down with Carrie to discuss the course we’ll likely take in integrating AI and large language models into our daily lives – and the gaps that will need to be bridged between us humans and our new technology.
This week on Setting Course, we welcome back into the SmarterMarkets™ studio Oystein Kalleklev, CEO of Flex LNG & Avance Gas. David Greely sits down with Oystein to discuss how the LNG and shipping industry is navigating the post-European energy crisis world and the new crisis in the Red Sea.
On this week’s installment of Setting Course, we welcome Former Senior CIA Official Rob Dannenberg back into the SmarterMarkets™ studio. David Greely sits down with Rob to discuss the state of play in the geopolitical environment, the increasing role being played by disruptors, and what it means in a year of big elections around the world.
We continue our Setting Course series this week with Peter Fusaro, Founder of the Wall Street Green Summit and Managing Director of ClimateTech at Weild & Co. SmarterMarkets™ host David Greely welcomes Peter back into the studio to discuss what’s been happening in ESG investing and carbon markets – and looking forward to the conversations happening at the 23rd annual Wall Street Green Summit.
This week on Setting Course, we welcome Nat Bullard back into the SmarterMarkets™ studio. Nat is an Analyst, Speaker, and Advisor on Decarbonization. SmarterMarkets™ host David Greely sits down with Nat to discuss the state of decarbonization, as revealed in his recent update to his annual 200-page presentation deck.
On this week’s installment of our Setting Course series, we welcome Andrea Hotter, Special Correspondent at Fastmarkets, into the SmarterMarkets™ studio. Host David Greely sits down with Andrea to discuss what’s been happening in the metals markets that are critical to the energy transition including the nickel, copper, and lithium markets – as well as the increasing influence of geopolitics.
This week on Setting Course, we welcome Bob Elliott, CEO & CIO at Unlimited, into the SmarterMarkets™ studio. Host David Greely sits down with Bob to discuss the macro outlook for the economy and markets – and making institutional investment strategies accessible to the individual investor.
We continue Setting Course this week with Michelle Finneran Dennedy, CEO of PrivacyCode.AI. SmarterMarkets™ host David Greely welcomes Michelle back into the studio to discuss privacy in the age of artificial intelligence.
For the second installment of our Setting Course series, we welcome Dan Basse, Founder and President of AgResource Company, into the SmarterMarkets™ studio. Host David Greely sits down with Dan to discuss what’s happening in the agricultural and grains markets – and to what extent climate change and decarbonization are creating an agricultural transition alongside the energy transition.
We kick off the new year with our new series, Setting Course, in which our guests will help orient us on what they see coming – and where we’ll be going in the new year.
For the first installment of Setting Course, we welcome back into the SmarterMarkets™ studio Jeff Currie, Partner Alumnus, Goldman Sachs. Host David Greely sits down with Jeff to discuss his views on the big picture in commodities markets – and where he sees the opportunities and the challenges in the year ahead.
We close out the year with part two of our two-part Holiday Special. SmarterMarkets™ host David Greely continues his conversation with Josh Crumb, Founder & CEO of Abaxx Technologies, along with colleagues Dan McElduff, Joe Raia, and Ian Forester. Together, they discuss where they are now – and what’s next – on their mission to create the market infrastructure and financial technology needed to build Smarter Markets.
This week, we present part one of our two-part Holiday Special. SmarterMarkets™ host David Greely is joined by Josh Crumb, Founder & CEO of Abaxx Technologies, along with colleagues Dan McElduff, Joe Raia, and Ian Forester. Together, they discuss where they are now – and what’s next – on their mission to create the market infrastructure and financial technology needed to build Smarter Markets.
We wrap up our Commodities in Asia series this week with Svenja Telle, Director of Origination at Base Carbon. SmarterMarkets™ host David Greely sits down with Svenja to discuss her recent experiences visiting an agroforestry project in India and COP28 in Dubai, as well as the contributions of local communities, carbon markets, and global policy makers to making meaningful progress towards a more sustainable world.
This week on our Commodities in Asia series, we welcome Ken Newcombe, Chairman & CEO at C-Quest Capital, into the SmarterMarkets™ studio. Host David Greely sits down with Ken to discuss the energy transition as lifestyle transformation, as well as the catalytic and transformative role of carbon finance in the developing countries of Asia, Africa, and across the global south.
We continue our Commodities in Asia series this week with Clara Ferreira Marques. Clara is Managing Editor for Commodities and Energy in Asia at Bloomberg News in Singapore. SmarterMarkets™ host David Greely sits down with Clara to discuss how China and the West are approaching the energy transition in Asia – and what’s at stake for Asian commodity markets, the energy transition, and global geopolitics.
Our Commodities in Asia series rolls on this week with Peter Zaman. Peter is a Partner at HFW in Singapore and has been practicing law in climate finance and the environmental markets since 2004. SmarterMarkets™ host David Greely sits down with Peter to discuss what’s been happening in the carbon markets this year, how it’s been affecting countries and companies in Asia, and the change in mindset that we all need to find the path forward.
For this week’s installment of Commodities in Asia, we welcome into the studio Nancy Seah, CEO of Abaxx Exchange. SmarterMarkets™ host David Greely sits down with Nancy to discuss the insights from her more than 25-year career in commodity risk management in Asia.
We continue exploring Commodities in Asia this week with He Yiyong, Founder & CEO of LNG Easy. SmarterMarkets™ host David Greely welcomes He Yiyong into the studio to discuss the growing retail LNG markets of Asia – and how they differ from the natural gas markets of the U.S. and Europe.
This week on our Commodities in Asia series, we welcome Lee Howell, Executive Director at the Villars Institute, into the SmarterMarkets™ studio. Host David Greely sits down with Lee to discuss the shifting tides in international affairs and the new geopolitical realities that are being created by the energy transition – and Asia’s place in it.
We continue our Commodities in Asia series this week with Sunil Kashyap, Director at FinMet Pte Ltd. SmarterMarkets™ host David Greely sits down with Sunil to discuss gold, nickel, and managing risk in a world where physical commodities markets are increasingly centered in Asia, while the commodities futures markets are in the United States and Europe.
For our second installment of Commodities in Asia, we welcome Septian Hario Seto into the SmarterMarkets™ studio. Seto is Deputy Minister of the Coordinating Ministry for Maritime and Investment Affairs of Indonesia.
SmarterMarkets™ host David Greely sits down with Seto to discuss how Indonesia is approaching its role in the energy transition as a major producer of both a commodity we need to use less of, coal, and a commodity we need a whole lot more of, nickel.
We present a special mid-week episode of SmarterMarkets™, bringing you exclusive interviews from the IETA North America Climate Summit.
At this September’s Climate Week in New York City, we partnered with IETA to interview a wide-range of carbon market participants. During this pivotal year in carbon markets, we wanted to discuss their perspectives on where we are and what we need to do next to harness the power of markets to make net-zero possible.
SmarterMarkets™ host David Greely sat down with these guests to talk about how carbon markets support their strategy for climate action; how this year’s challenges to operationalize the Article 6 markets, as well as this year’s challenges to the reputation and growth of the voluntary carbon markets, are affecting their strategies; and what they see as the most important ideas being discussed at the Climate Summit this year.
We’ve compiled a selection of those interviews into this special episode of SmarterMarkets™. The full interviews for each guest are available on the SmarterMarkets™ Presents media portal.
Our guests in order of appearance in this episode are:
Ingo Puhl, Co-Founder & Managing Director, Southeast Asia at South Pole
Lisa DeMarco, Senior Partner & CEO at Resilient and Chair of the Board of Directors at IETA
Svenja Telle, Director of Origination at Base Carbon
Ana Carolina Avzaradel Szklo, Technical Director, Markets and Standards at VCMI
Melissa Lindsay, Founder & CEO at Emsurge & Emstream
Juan Durán, Executive Director at EcoRegistry
Dinesh Babu, Executive Director at Climate Action Data Trust
Nick Osborne, GM, Global Environmental Products at Shell Energy
Lars Kvale, VP of Market Solutions at Chia Network
Lars Kroijer, Founder & Managing Director at Allied Offsets
Max DuBuisson, VP of Sustainability Policy & Engagement at Indigo Ag
Goulnara Aguiar, CEO & Founder of Ormex Standard
Dominique Strasdin, Head of Business Development at Vertree
Rick Saines, Managing Director at Pollination
Matt Beckwith, Sr. Advisor at Varda Ag
Leslie Durschinger, Founder, CEO, & CIO at Terra Global Capital
Mark Downes, Communications Director at IETA
David Antonioli, Independent Advisor & Former CEO at Verra
This week, we kick off our new series, Commodities in Asia. In this series, we’ll be exploring the current state and the future ambitions of the commodities markets in Asia. Across energy, metals, agriculture, and carbon, we’ll be talking with the leading voices of the Asian commodity markets to help us better understand how we can work together to build the next generation of truly global smarter markets.
We kick off our series with Amreeta Eng, Executive Director at Enterprise Singapore. Enterprise Singapore is a government agency under the Ministry of Trade & Industry that champions enterprise development by partnering with companies and industry to build capabilities, innovate and internationalize, and by supporting the growth of Singapore as a hub for global trading and start-ups.
SmarterMarkets™ host David Greely sits down with Amreeta to discuss how Singapore has become a center for commodities trading and the broader commodities industry.
For the final episode of our September Sessions, we welcome Evy Hambro into the SmarterMarkets™ studio. Evy is Managing Director and Global Head of Thematic and Sector Based Investing, Fundamental Equity at BlackRock.
SmarterMarkets™ host David Greely sits down with Evy to discuss how to put investment capital to work by investing in companies that are providing the materials we need to support the energy transition at scale, and how to find those companies that are best positioned to profit from the changing energy landscape as we move from brown to green.
This week, we welcome Pulitzer Prize winning author Daniel Yergin back into the SmarterMarkets™ studio. Daniel is Vice Chairman of S&P Global and author of The New Map: Energy, Climate, and the Clash of Nations, as well as the Pulitzer Prize winning book The Prize: The Epic Quest for Oil, Money & Power.
SmarterMarkets™ host David Greely sits down with Daniel to discuss the insights and perspectives captured in two of his recent reports: Inflation Reduction Act: Impact On North America Metals and Minerals Market and Shaping a Living Roadmap for Energy Transition.
Our September Sessions roll on this week with Erik Townsend, Host of Macro Voices. SmarterMarkets™ host David Greely sits down with Erik to discuss his new eight-part documentary series Energy Transition Crisis.
This week on The September Sessions, we welcome Dirk Forrister into the SmarterMarkets™ studio. Dirk is the President and CEO of the International Emissions Trading Association (IETA). SmarterMarkets™ host David Greely sits down with Dirk to discuss how IETA and its members are viewing the world’s evolving carbon markets and net zero landscape on the eve of their North America Climate Summit this week in New York City.
This week, we kick off our new series, The September Sessions, where we’ll focus on the work required to make the energy transition a reality. Our first guest is Robert Friedland, Founder and Executive Co-Chairman of Ivanhoe Mines. SmarterMarkets™ host David Greely welcomes Robert back into the studio to discuss the realities of what it takes to produce the minerals and metals we need to change our energy systems.
On the final installment of our Summer Playlist, we welcome Frances Haugen into the SmarterMarkets™ studio. Frances is an advocate for accountability and transparency in social media and the author of the memoir, The Power of One: How I Found the Strength to Tell the Truth and Why I Blew the Whistle on Facebook.
SmarterMarkets™host David Greely sits down with Frances to discuss the algorithms designed to capture our attention, their flaws, and how we can incentivize change and build better social networks.
Our Summer Playlist continues this week with Ted Merz, Founder of Principals Media and the Former Global Head of News Product at Bloomberg. SmarterMarkets™ host David Greely sits down with Ted to discuss the changing nature of information in our lives and our relationship with it.
On this week’s installment of our Summer Playlist, we welcome Helima Croft back into the SmarterMarkets™ studio. Helima is Managing Director and Global Head of Commodity Strategy at RBC Capital Markets. SmarterMarkets™ host David Greely sits down with Helima to discuss the geopolitics and current state of play in the global commodities markets.
This week on our Summer Playlist, we welcome Samantha Dart back into the SmarterMarkets™ studio. Samantha is Head of Natural Gas Research at Goldman Sachs. SmarterMarkets™ host David Greely sits down with Samantha to talk about the state of natural gas markets in the aftermath of last year’s European energy crisis and to discuss where the industrial demand for natural gas in Europe has gone.
We continue our Summer Playlist this week with Susan Sakmar, Visiting Professor at the University of Houston Law Center and the 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 where the LNG market and industry is now following the tumultuous events of last year.
Our Summer Playlist rolls on this week with Arjun Murti. Arjun is the Former Head of Equity Research on the Energy Sector at Goldman Sachs, a Partner at Veriten, and the publisher of “Super-Spiked” on Substack. SmarterMarkets™ host David Greely catches up with Arjun midway through the year to get his thoughts on where we are in the energy super vol cycle.
We kick off our Summer Playlist with Guy Turner, Founder & CEO of Trove Research. SmarterMarkets™ host David Greely sits down with Guy to discuss what’s happening in the voluntary carbon markets and the research that Guy and his team are doing at Trove to help us push past the rhetoric and better understand the reality of how carbon offsets are being used.
On the final installment of our Days of Futures Past series, we welcome Josh Crumb, Founder & CEO of Abaxx Technologies, into the SmarterMarkets™ studio. Host David Greely sits down with Josh to discuss his vision for building smarter markets and why the future of smarter markets begins with launching a futures exchange and clearinghouse in Singapore.
This week on our Days of Futures Past series, we welcome Parag Khanna into the SmarterMarkets™ studio. Parag is Founder & CEO of Climate Alpha and Founder & Managing Partner of FutureMap. He is the author of seven books including Connectography: Mapping the Future of Global Civilization and The Future is Asian: Commerce, Conflict, and Culture in the 21st Century.
SmarterMarkets™ host David Greely sits down with Parag to explore the influence of Asia and the new Asian values on markets, as well as to discuss the markets we’ll need to build an increasingly connected future.
We continue our Days of Futures Past series this week with Andy Home, Senior Metals Columnist at Thomson Reuters. SmarterMarkets™ host David Greely sits down with Andy to explore the history, the crises, and the scandals of the metals markets and the London Metal Exchange (LME). Together, they discuss what lessons we can learn from these histories in order to build better and smarter metals markets for the energy transition.
This week on our Days of Futures Past series, we welcome Adi Imsirovic into the studio. SmarterMarkets™ host David Greely sits down with Adi to discuss the history of the Brent crude oil market and speculate on its future.
Adi Imsirovic is Director at Surrey Clean Energy, Former Global Head of Oil Trading at Gazprom Marketing & Trading, and Senior Research Fellow at the Oxford Institute for Energy Studies. He is the author of Trading and Price Discovery for Crude Oils: Growth and Development of International Oil Markets and the editor of Brent Crude Oil: Genesis and Development of the World’s Most Important Oil Benchmark.
We continue our Days of Futures Past series this week with two guests from Abaxx Exchange: Dan McElduff and Joe Raia. Dan is President, Head of Strategy & Development and Joe is Chief Commercial Officer at Abaxx Exchange.
SmarterMarkets™ host David Greely sits down with Dan and Joe to discuss the launch of ClearPort at the NYMEX in 2002, which brought the backing of the clearinghouse to the global OTC markets and today clears transactions from 1,800 listed contracts across multiple asset classes.
On this week’s installment of our Days of Futures Past series, we welcome Walt Lukken back into the SmarterMarkets™ studio. Walt is the President & CEO of the Futures Industry Association (FIA) and Former Acting Chairman & Commissioner of the U.S. Commodity Futures Trading Commission (CFTC).
SmarterMarkets™ host David Greely sits down with Walt to turn back the clocks to Lukken's time at the CFTC. Throughout the episode, they cover the economic globalization of the early 2000s and its role in the growth of the exchange-traded derivatives market, the lasting influence of the Commodity Futures Modernization Act (CFMA), Enron's collapse and its impact on energy market regulation, and Lukken's advice for future policymakers.
We continue our Days of Futures Past series with Michel Marks, the former chairman of the New York Mercantile Exchange (NYMEX). SmarterMarkets™ host David Greely sits down with Michel to discuss the creation of the modern energy futures markets.
This week on our Days of Futures Past series, we welcome Dave Howson and Jos Schmitt into the SmarterMarkets™ studio. Dave Howson is EVP & Global President at Cboe Global Markets and Jos Schmitt is President & CEO of Cboe Canada and SVP & Global Head of Listings for Cboe Global Markets.
SmarterMarkets™ host David Greely sits down with Dave and Jos to discuss the history of – and lessons from – the Chicago Board Options Exchange as it celebrates its 50th anniversary.
In the second installment of our Days of Futures Past series, we welcome John Lothian into the SmarterMarkets™ studio. John is Executive Chairman at John J. Lothian & Company and Founder & Publisher of John Lothian News. SmarterMarkets™ host David Greely sits down with John to discuss the people and times that created the modern futures exchange in Chicago.
This week, we kick off our new series, Days of Futures Past, where we will be talking with the people who built these markets and those who know them best as we explore the lessons we need to make our commodity markets ready for the future.
Our first guest is professor and author Scott Irwin. Scott is the Laurence J. Norton Chair of Agricultural Marketing at the University of Illinois and the author of Back to the Futures: Crashing Dirt Bikes, Chasing Cows, and Unraveling the Mystery of the Commodity Futures Markets.
SmarterMarkets™ host David Greely sits down with Scott to discuss some of the lessons of the past that we can use to build commodity futures markets that survive, flourish, and remain the beating heart of our economy.
In the final episode of our Carbon Frontiers series, we welcome David Antonioli, CEO of Verra, back into the studio. SmarterMarkets™ host David Greely sits down with Antonioli to discuss how the VCM can grow and develop into mature markets and what Verra is doing to help make that happen.
We continue our Carbon Frontiers series this week with John Dowd. John is the CEO of GoGreen Investments, a Special Purpose Acquisition Company helping private companies working on solutions to climate change raise funds on Wall Street. Before joining GoGreen, John managed multi-billion dollar portfolios at Fidelity Investments and co-led the Fidelity Energy Research Team.
SmarterMarkets™ host David Greely sits down with John to discuss how to successfully and responsibly invest in the energy transition. David and John also explore GoGreen’s investment in mining the battery metals needed to decarbonize our energy system.
This week, we present a special episode of SmarterMarkets™, bringing you exclusive interviews from last month’s FT Live Commodities Global Summit in Lausanne, Switzerland. SmarterMarkets™ host David Greely attended the summit and worked with the Financial Times to record interviews from this gathering of commodity experts, practitioners, and trading houses.
The Financial Times’ Natural Resources Editor, Leslie Hook, provides an introduction to this special release, with guest appearances from Goldman Sachs' Jeff Currie, RBC Capital Markets' Helima Croft, Vitol's Michael Curran, International Emissions Trading Association's Alasdair Were and Joe Raia of Abaxx Exchange.
Throughout the interviews featured in this special episode, host David Greely sits down with these guests to examine the future of carbon markets and climate action, the under-appreciated risks to our commodity markets ecosystem, balancing critical mineral supply and demand, the need for clear regulatory messaging from governments, and energy security amidst a changing geopolitical landscape.
This week on our Carbon Frontiers series, we welcome Rachel Walsh into the SmarterMarkets™ studio. Rachel is Carbon Innovation Analyst within Equity Research at BMO Capital Markets. SmarterMarkets™ host David Greely sits down with Rachel to discuss how recent press coverage of voluntary carbon markets is impacting the companies that participate in them, how companies are using the voluntary carbon markets to meet netzero commitments, and the big trends that will help determine where we go from here.
We continue exploring Carbon Frontiers this week with Bruce Tozer, Former Head of Environmental Markets at JP Morgan, Carbon Advisor at Abaxx Technologies, and a Non-Executive Director on a number of agribusiness & carbon-related boards. SmarterMarkets™ host David Greely sits down with Bruce for a conversation about the future of our food systems and to discuss what’s happening on the carbon frontier at the intersection of agriculture, climate, the environment, and technology.
This week on Carbon Frontiers, we dive in with Yao Huang, Investor and Board Director at Carbon Optimum. SmarterMarkets™ host David Greely sits down with Yao to discuss her perspective on the different financing needs of carbon removal tech versus other tech startups, as well as her company’s experience deploying new technology that uses algae to transform carbon emissions into food, feed, fuel, and fertilizer.
We continue our Carbon Frontiers series this week with Leslie Biddle, Senior Advisor to the Undersecretary for Infrastructure at the US Department of Energy and former partner at Serengeti Asset Management. SmarterMarkets™ host David Greely sits down with Leslie to discuss how the Inflation Reduction Act of 2022 and the Bipartisan Infrastructure Bill of 2021 are transforming US energy policy and accelerating the energy transition to a low carbon economy.
This week on our Carbon Frontiers series, we welcome Peter Zaman back into the SmarterMarkets™ studio. Peter is a Partner at HFW in Singapore and has been practicing law in climate finance and the environmental markets since 2004.
One year after Peter took us deep into Article 6, we're circling back to discuss the progress that's been made — and the work that still remains. SmarterMarkets™ host David Greely sits down with Peter to tackle the legislation and mechanisms allowing countries to voluntarily cooperate with each other to achieve emission reduction targets set out in their NDCs.
With over 20 years of experience across UK, EU, and Asia, Peter's rare combination of commodities and climate finance expertise provides a uniquely holistic view of the carbon market ecosystem, crucial to support businesses in their energy transition pathways.
We continue our Carbon Frontiers series with Svenja Telle, Director of Origination at Base Carbon.
SmarterMarkets™ host David Greely sits down with Svenja to discuss the vital role of carbon removal in achieving our global emissions reduction targets. Together, they cover the strengths of technology-based carbon removals, the importance of community engagement and co-benefits in project design, and the need for transparent and scalable MRV solutions to ensure the quality of carbon credits.
As the market continues to evolve, it's becoming increasingly clear that market maturation relies on improved MRV capabilities and project quality to build trust, quantify results, and guarantee the quality characteristics of carbon projects and their resulting credits.
Svenja and David map out the range of opportunities in climate finance and carbon investments, discussing how these investments not only facilitate our transition to netzero, but also mitigate climate and operational risk while improving organizational strength.
For our third installment of Carbon Frontiers, we welcome Nat Bullard into the SmarterMarkets™ studio. Nat is Venture Partner at Voyager Ventures and Senior Contributor at BloombergNEF. He recently collected his thoughts on decarbonization in a 140-page presentation deck, capturing the state of climate and covering how we got to now, where we are going, what’s new, and how to approach what's next. SmarterMarkets™ host David Greely sits down with Nat to talk about the long view, trends, and transience in our pursuit of netzero.
We continue our Carbon Frontiers series with Peter Fusaro, the founder of the Wall Street Green Summit, which brings together the leading practitioners in sustainability with the goal of building a more sustainable finance system for responsible investing and the changing role of business.
SmarterMarkets™ host David Greely sits down with Peter to discuss where we are in our decarbonization journey in preparation for the 22nd annual Wall Street Green Summit.
We kick off our new Carbon Frontiers series with David Shukman, a distinguished journalist and the former science editor of the BBC, where he reported from the climate frontlines for over 20 years.
SmarterMarkets™ host David Greely sits down with Shukman to catch up on his continuing experiences on the frontlines of climate, government policy, corporate action, and science.
We conclude our A Smarter Way series with Ben Hunt, author of Epsilon Theory & Co-Founder/CIO of Second Foundation Partners. SmarterMarkets™ host David Greely sits down with Ben to discuss how the narratives and stories we tell ourselves shape our decisions and may be one of our biggest obstacles to finding a smarter way forward.
We welcome Rob Dannenberg into the SmarterMarkets™ studio as we continue our A Smarter Way series. Rob is the former Chief of the Central Eurasia Division at the CIA. SmarterMarkets™ host David Greely sits down with Rob to discuss how understanding how our adversaries think is the first step in finding smarter ways to navigate an increasingly risky geopolitical environment.
We’re joined this week by Liz Hoffman, Business & Finance Editor at Semafor and the author of the forthcoming book Crash Landing: The Inside Story of How the World's Biggest Companies Survived an Economy on the Brink.
SmarterMarkets™ host David Greely sits down with Liz to discuss how to provide trustworthy financial news to an interconnected world with increasingly divergent and competing viewpoints.
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 user? How can carbon credits work in tandem with emissions reduction and carbon removal technologies to achieve net-zero?
This Saturday on SmarterMarkets, Dave 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 Smarter Markets 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.
The net-zero commitments made by corporations and large institutions are foundational to the development of the voluntary carbon markets. Professor Cameron Hepburn, Director of the Smith School of Enterprise and the Environment at the University of Oxford, joins us to discuss the role of the voluntary carbon markets, what they need to succeed, and how to get net-zero right.
Mark Lewis, Head of Climate Research at Andurand Capital, sits down with David Greely to discuss what’s gone right, what’s gone wrong, and what we can learn from one of the world’s leading compliance carbon markets, the European Union’s Emissions Trading System.
Phil Hardwick, COO of Base Carbon Corporation, joins host David Greely to kick off our podcast series Demystifying the Carbon Markets. Phil sets the stage and shares the benefits of his more than 15 years of experience in the environmental and carbon markets, working with both carbon project developers and investors to bring investment capital to high quality projects that reduce and remove carbon emissions to fight climate change.
In this third episode of our three-part series, host Grant Williams speaks with the original host of Smarter Markets, Erik Townsend. Erik and Grant discuss the concept of Smarter Markets, through the lens of financial systems, digital currencies, and NFT’s, and how technological advancements will champion these new currency systems.
In this second episode of our three-part series, host Grant Williams dives into the heart of the matter with Josh Crumb, CEO and Founder of Abaxx Technologies. Josh and Grant discuss the SmarterMarkets vision for how technology can be leveraged to redesign and improve markets to meet society's biggest challenges, including climate change and the energy transition.
For the opening episode of our new series, legendary podcast host Grant Williams welcomes back Jeff Currie, Global Head of Commodities Research at Goldman Sachs, to examine the question “What are Smarter Markets?”
What are SmarterMarkets?
SmarterMarkets is our vision for using technology to redesign and improve markets to meet society's biggest challenges, including climate change and the energy transition.
SmarterMarkets is also our weekly podcast, bringing you the entrepreneurs, icons and executives of commodities, capital markets and technology to rant on the inadequacies of our systems and riff on ideas for how to improve them.
Our three-part series “What are SmarterMarkets?” will include Jeff Currie, Head of Commodities Research at Goldman Sachs, Josh Crumb, CEO and Founder of Abaxx Technologies, and Erik Townsend, host of MACROVoices.
On the series finale of ‘An Energy Transition in Three Corresponding Acts’, host David Greely, Abaxx Chief Economist at Abaxx, welcomes to the studio Vijay V. Vaitheeswaran, Global Energy and Climate Innovation Editor at The Economist.
For the penultimate episode of ‘An Energy Transition in Three Corresponding Acts’, host David Greely, Abaxx Chief Economist at Abaxx, is joined by Reid Morrison, Global Energy Advisory Leader, NetZero and ESG, and Global Client Partner at PwC.
On this week’s episode of Smarter Markets, the first hosted by Abaxx Exchange Chief Economist David Greely, we welcome back Ann Rosenberg, SVP of Sustainability at Wood, and Member of World Economic Forum’s Advisory Network on Climate.
As the world’s economies begin to reopen and embrace the post-pandemic era, the energy industry is at a critical juncture. Energy shortages have already gripped Europe and Asia, with LNG spot prices having been driven to record highs. Is this the first major crisis of the energy transition?
While energy shortages and higher prices would normally motivate new investment, the present-day investor is reluctant to finance new fossil fuel projects; a hesitancy driven by both activist calls to decarbonize, and the net zero targets set out by world leaders.
Will the vision of a carbon-free future be lost to the practical reality of energy shortages as countries turn back to coal? Will the political and economic be asserted to drive forward investment in solar and wind projects? And how will the LNG markets navigate between our reliance on fossil fuel energy today and aspirations to transition to a low-carbon energy future?
Join us as host Susan Sakmar, Author of ‘Energy for the 21st Century’ examines the first major crisis of the energy transition with the Head of Global Generating Fuels & Electric Power Pricing at S&P Global Platts, Ira Joseph.
For the fourth episode of ‘An Energy Transition in Three Corresponding Acts’, host Susan Sakmar joins Stephen Stapczynski, Asia LNG Reporter at Bloomberg for a conversation about LNG’s role as a bridge fuel in the energy transition to a net-zero economy.
Joining Susan Sakmar in the Smarter Markets studio this week is Oystein M. Kalleklev, Chief Executive Officer of Flex LNG, a publicly traded LNG shipping company with a fleet of thirteen fuel efficient, fifth generation LNG carriers.
For the second episode of ‘An Energy Transition in Three Corresponding Acts’, host Susan Sakmar welcomes David Greely, Senior Economic Advisor at Abaxx and former Chief Commodities Strategist and Head of Energy Research at Goldman Sachs to Smarter Markets.
Daniel Yergin, Vice-Chair of IHS Markit and Author of ‘The New Map’ returns to the Smarter Markets studios for the premiere episode of ‘An Energy Transition in Three Corresponding Acts’; a ten-part series hosted by Susan Sakmar, former Chair of The Jane Goodall Institute.
On the season finale of ‘Identikit Sequent X’, Michelle Dennedy sits down with Jules Polonetsky, the Founder and CEO of Future of Privacy; a Washington, D.C.-based non-profit organization that serves as a catalyst for privacy leadership and scholarship; advancing principled data practices in support of emerging technologies.
For the seventh episode of ‘Identikit Sequent X’, host Michelle Dennedy sits down with Emma Lindley, Co-Founder and Executive Director of Women in Identity, a not-for-profit organization focused on developing talent and diversity in the digital identity industry.
Dr. Jennifer King, Privacy and Data Policy Fellow at the Stanford University Institute for Human-Centered Artificial Intelligence, joins Michelle Dennedy for the seventh episode of our series examining the role of digital identity in advancing a consent-based economy.
The sixth episode of ‘Identikit Sequent X’ brings host Michelle Dennedy and Kunal Anand, Chief Technology Officer at Imperva and former Worldwide Director of Technology at BBC together to examine how technology can be designed and applied to deliver trust, transparency and consent back into our post-surveillance economy.
For the fifth episode of ‘Identikit Sequent X’, host Michelle Dennedy welcomes Ruby Zefo, Uber’s first Chief Privacy Officer, to examine the future of a consent-based economy and how consumers can take back ownership and control of their personal data and digital identities.
Sarah Clark, Senior Vice President of Digital Identity at Mastercard joins Michelle Dennedy in the studio to examine the evolution of digital identity and how self-sovereign identity, specifically, can help bring trust and privacy back into a consent-based economy.
For the latest chapter of ‘Identikit Sequent X’, Michelle Dennedy chats with Tim McCreight, Managing Director of Enterprise Security at CP Rail, to discuss the role of digital identity in securing the modern enterprise.
Our latest series ‘Identikit Sequent X’ continues as Michelle Dennedy welcomes Jim Reavis, Co-Founder and CEO of the Cloud Security Alliance to the podcast to examine the role of digital identity management in advancing a secure cloud-based economy.
For the opening episode of ‘Identikit Sequent X’, Michelle Dennedy welcomes Kaliya Young, also known as The Identity Woman, to Smarter Markets for our latest series examining the evolution of digital identity, and how self-sovereign identity, specifically, can advance a consent-based economy.
In this special episode of Smarter Markets TM; the first installment of our ‘Digital Roundtable’ series; we rewind the film back to July 13th’s webinar discussion featuring senior executives from Abaxx, Base Carbon, The Wall Street Green Summit, AirCarbon and Evolution Markets.
For the final episode of ‘An Emerging Energy Framework for the 22nd- Century’, Todd Buchholz welcomes “America’s most influential energy pundit”, Dr. Daniel Yergin, Vice-Chair of IHS Markit, to the podcast.
Susan Sakmar, Former Chair of the Jane Goodall Institute, and one of the world’s leading experts in Liquified Natural Gas (LNG), joins Todd Buchholz as we continue our current series ‘An Emerging Energy Framework for the 22nd – Century’.
Todd Buchholz welcomes Bloomberg’s Javier Blas and Jack Farchy, Co-authors of ‘The World for Sale’ to Smarter Markets for our third installment in our latest series ‘An Emerging Energy Framework for the 22nd-Century’.
For the final episode of our five-part series on the role of digital innovation in advancing the ESG economy, Michelle Dennedy joins Beena Ammanath, Executive Director of the Deloitte AI Institute and Global Head of AI Ethics at Deloitte.
On part four of our five-part series on the role of digital innovation in advancing the ESG economy, Michelle Dennedy has an in-depth conversation with Jacquelyn Horton, Social Impact and Sustainability Manager at Dropbox.
Our five-part series on the role of digital innovation in advancing the ESG economy continues as Michelle Dennedy chats with Ann Rosenberg, SVP of Sustainable Development at Wood and former SVP of UN Partnerships and twenty-year veteran at SAP.
Michelle Dennedy sits down with Greg Lavender, Chief Technology Officer at VMware and former CTO for Cloud Architecture and Technology Engineering at Citigroup to continue the conversation about digital innovation’s role in advancing the ESG Economy.
Michelle Dennedy is back this week with Gajen Kandiah, CEO of Hitachi Vantara, as they kick-off the first in a five-part series about the role of digital innovation in advancing the digital economy.
Josh Crumb, Founder and CEO of Abaxx Technologies joins us on the podcast for the first time as we conclude our three-part mini-series on the energy industry’s transition to a renewable future.
On the second of a three-part series on the great energy transition, co-host Todd Buchholz, former Director of Economic Policy at the White House, sits down with renowned energy macro and equity analyst, Arjun Murti.
In his inaugural episode of SmarterMarkets™, Todd Buchholz, former White House Director of Economic Policy sits down with Stefan Wieler, Head of Markets Analysis and Meteorology at Axpo Group, for the first in a three-part series about the great energy transition.
Erik Townsend returns to SmarterMarkets™ this week to introduce Michelle Dennedy’s co-host this season; Todd Buchholz, former Whitehouse Director of Economic Policy and Managing Director of the Acclaimed $15 Billion Tiger Hedge Fund.
Michelle Dennedy sits down with “Cybersecurity Strategist of the Year” Caroline Wong, Chief Strategy Officer at Cobalt, to examine the question “who’s responsible for protecting our digital assets of the future?”
Michelle Dennedy, former Chief Privacy Officer of Cisco and Intel, sits down for a refreshingly candid conversation with Jim Whitehurst, President of IBM and former CEO of Red Hat, on her can’t-miss premiere episode of Smarter Markets.
Erik Townsend interviews new Smarter Markets host Michelle Dennedy on her own background as a digital privacy activist. This episode is designed to introduce the audience to Michelle herself, and then in coming weeks Michelle will introduce listeners to a side of Silicon Valley most have never seen.
Hedera Hashgraph co-founder Dr. Leemon Baird explains the function distributed ledger technology (DLT) provides, then goes on to outline how DLT needs to evolve in order to scale up to eventually supporting a fully tokenized financial market architecture.
Billionaire financier Robert Friedland returns as Michelle Dennedy joins the Smarter Markets hosting team. Robert and Erik discuss what it will take to Green the Global Economy in Part 2 of this extensive 2-part interview.
Billionaire financier Robert Friedland returns as Michelle Dennedy joins the Smarter Markets hosting team. Robert and Erik discuss what it will take to Green the Global Economy in Part 1 of this extensive 2-part interview.
AirCarbon Exchange co-founder and COO Bill Pazos joins us this week to discuss the history, present challenges, and future of the carbon credit trading industry.
Goldman Sachs’ global head of sustainable investing practices John Goldstein is this week’s feature interview guest. We discuss how to engage in ESG investing to make a difference by engaging directly with the industries that need reform, rather than avoiding them. John calls this Impact Investing, and we discuss this practice in detail in this episode.
SAP’s chief innovation officer and outspoken green energy proponent Tom Raftery is this week’s feature interview guest. We discuss the coming green energy revolution and what it will mean for markets and the economy as a whole.
In the first of a 4-part mini-series on Environmental, Socially Responsible, and Governance-focused investing, Smarter Markets presents Peter Fusaro, veteran sustainability investor and organizer of the Wall Street Green Investing Conference. We discuss everything relating to ESG investing.
Epsilon Theory founder Dr. Ben Hunt joins Smarter Markets to weigh in on how social media is being used to engineer the narratives which shape both financial markets and society more broadly. We discuss the influence of social media then go on to discuss how financial markets no longer serve society in the way they were intended, and what needs to be done to fix them.
Former senior Twitter executive and current head of Media, Sport & Entertainment for the World Economic Forum Kirstine Stewart weighs in on the growing influence of social media on financial markets and society as a whole, including whether and how social media should be governed to control abuse of its power of influence.
Commodity legend Mark Fisher shares some choice stories, including how the Hudson River can be used as a risk management tool to cure over-trading, then goes on to reflect on how the design of commodities futures markets could be improved.
NEO Stock exchange founder Jos Schmitt explains why most existing stock exchanges give an unfair trading advantage to some customers over others, and explains why he launched a new exchange specifically designed to level the playing field for all investors.
Former U.S. Ambassador to Singapore Frank Lavin weighs in on Singapore’s suitability as the emergent Asian Financial Capital City and Singaporean regulators’ willingness to consider new and innovative approaches to designing smarter financial markets.
Logica Funds’ Mike Green explains why he and most of the smartest people in finance are in the business of exploiting and profiting from deficiencies of current markets, rather than fixing them. Mike explains why incentives don’t favor fixing what’s broken, and what we need to do to change the system and enable migration to a new generation of Smarter Markets.
Charlie McGarraugh is Chief Strategy Officer for Blockchain.com, the largest self-custodied crypto wallet provider globally. Previously he was a Goldman Sachs Partner and former head of metals trading, so his native language is finance. In this interview, Charlie explains Tokenization in terms that Finance professionals can relate to, then goes on to explain what this change will mean both to financial markets and to the people who work in them.
Abaxx co-founder Thom McMahon weighs in on the company’s activities to actually design and build the fully tokenized commodity trading system envisioned by Robert Friedland, Maryam Ayati and Jeffrey Currie in our first three episodes. Thom also explains why a physical delivery LNG contract is essential to the green energy revolution, and how Abaxx Exchange is designing that contract right now to establish Singapore as the global benchmark market for LNG price discovery.
Goldman Sachs commodities chief Jeff Currie weighs in on the next commodity cycle, the return of inflation, and why it’s essential for the marketplace to figure out how to put a price on carbon in order to enable the realization of ESG objectives. Jeff goes on to describe tokenization of commodity futures warehouse receipts as the best use case he’s heard for distributed ledger (a/k/a/ “Blockchain Technology”).
Energy industry veteran and NEO co-founder and CEO Maryam Ayati reacts to Robert Friedland's vision of grading and trading commodities based on ESG aspects of how they're produced, and expands on Robert's ideas to explain how the entire commodity supply chain could be tokenized using distributed ledger technology, and how commodities could literally be traced to their source using new "watermark" technology that applies molecular-level digital fingerprints to almost any commodity.
Billionaire Canadian financier Robert Friedland headlines the inaugural episode, and shares a vision of commodities being graded based on how responsibly they were produced with regard to ESG priorities, thus allowing free market price discovery to determine a market premium to reward responsible producers of metals and other commodities which have historically had an adverse environmental impact.. Robert goes on to share his vision for how a distributed ledger (blockchain) could be used to hold commodity producers to account and assure buyers of commodities that they've received the full and true details of how those commodities were produced.
In this new podcast series, I'll be talking to leaders in both business and in finance. We'll discuss the shortcomings of financial markets as they're currently designed and talk about what could be done to make markets smarter than they are today.