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SmarterMarkets™

Latest episodes

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Nov 5, 2022 • 50min

Financing the Energy Transition Episode 1 | Nat Bullard, Senior Contributor, BloombergNEF and Venture Partner, Voyager Ventures

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.
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Oct 29, 2022 • 40min

Winter is Coming Episode 9 | Greg Sharenow, Managing Director and Portfolio Manager for Commodities and Real Assets, PIMCO

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.
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Oct 22, 2022 • 40min

Winter is Coming Episode 8 | Oystein Kalleklev, CEO at Flex LNG and Executive Chairman at Avance Gas

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.
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Oct 15, 2022 • 39min

Winter is Coming Episode 7 | Susan Sakmar, Visiting Professor, Univ. of Houston and Author of “Energy for the 21st Century”

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.
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Oct 8, 2022 • 36min

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

This week, we welcome Bill Perkins into the SmarterMarkets™ studio. Bill is the Founder, Managing Partner, and Head Trader for Skylar Capital. SmarterMarkets™ host David Greely sits down with Bill to discuss his trader’s perspective on the natural gas, power, and carbon markets in Europe.
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Oct 1, 2022 • 40min

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

We welcome Tracy Shuchart, Partner at Intelligence Quarterly and @chigrl on Twitter, into the SmarterMarkets™ studio. Host David Greely sits down with Tracy to discuss the broader impact of the European energy crisis across the commodities and financial markets.
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Sep 24, 2022 • 56min

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

This week, we welcome Mark Lewis back into the SmarterMarkets™ studio. Host David Greely sits down with Mark to discuss the energy crisis in Europe and what it means for the European carbon market.
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Sep 17, 2022 • 42min

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

In our third installment of Winter is Coming, we sit down with energy and #fintwit icon, Doomberg, for an in-depth discussion on the European energy crisis covering the team’s take on the winter ahead in Europe and policy’s role in the path forward.
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Sep 10, 2022 • 32min

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

As EU energy crisis warnings worsen and calls for immediate solutions spread across global headlines, host David Greely welcomes energy icon and Vice Chairman of S&P Global, Daniel Yergin, back to SmarterMarkets™ for a timely conversation examining the winter ahead.  Covering everything from his predictions in The New Map: Energy, Climate and the Clash of Nations to S&P’s recent Future of Copper Report — Greely and Yergin pack a half hour with insights on Europe’s energy crisis, it’s impact on our road to decarbonization, and what’s next now that Winter is Coming.
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Sep 3, 2022 • 38min

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

We kick off our new series, Winter is Coming, with Samantha Dart, Head of Natural Gas Research at Goldman Sachs. SmarterMarkets™ host David Greely sits down with Samantha to discuss the outlook for natural gas and LNG this winter in the face of all that has happened – and is happening – in Europe.

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