Podcast
SmarterMarkets™
Hosted by Abaxx Technologies Inc. · EN
SmarterMarkets™ 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 the energy transformation and the transition to an AI-augmented economy.
41episodes
Episodes
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Weathering Decarbonization Episode 5 | Samantha Dart, Co-Head of Global Commodities Research, Goldman Sachs
Mar 1400:34:11Tap to summarizeWe 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.
Transcribe →Special Episode | Iranian Conflict: Geopolitics and Energy Markets with Helima Croft, Managing Director & Global Head of Commodity Strategy, RBC Capital Markets
Mar 700:32:47Tap to summarizeThis 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.
Transcribe →Weathering Decarbonization Episode 4 | Peter Fusaro, Founder, Wall Street Green Summit
Feb 2800:30:41Tap to summarizeWe 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.
Transcribe →Weathering Decarbonization Episode 3 | Hayn Park, Portfolio Manager, Energy Commodities
Feb 2100:38:54Tap to summarizeThis 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.
Transcribe →Weathering Decarbonization Episode 2 | Mark Lewis, Partner and Managing Director, Climate Finance Partners LLC
Feb 1401:00:05Tap to summarizeOn 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.
Transcribe →Weathering Decarbonization Episode 1 | Robin Girmes, Founder & CEO, Enwex
Feb 700:33:48Tap to summarizeThis 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.
Transcribe →Setting Course 2026 Episode 4 | Robert Friedland, Executive Co-Chairman of Ivanhoe Mines & Co-Founder, Chairman, and CEO of I-Pulse and Jeff Currie, Chief Strategy Officer of Energy Pathways, Carlyle
Jan 3100:56:34Tap to summarizeWe 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.
Transcribe →Setting Course 2026 Episode 3 | Robert Friedland, Executive Co-Chairman of Ivanhoe Mines & Co-Founder, Chairman, and CEO of I-Pulse and Jeff Currie, Chief Strategy Officer of Energy Pathways, Carlyle
Jan 2400:44:36Tap to summarizeThis 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.
Transcribe →Setting Course 2026 Episode 2 | Arjun Murti, Partner at Veriten & Publisher of "Super-Spiked" on Substack
Jan 1700:42:32Tap to summarizeWe 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.
Transcribe →Setting Course 2026 Episode 1 | Rob Dannenberg, Former Senior Official, CIA
Jan 1000:38:17Tap to summarizeThis 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.
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