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.

Peter Zaman, a Partner at HFW in Singapore with extensive experience in climate finance since 2004, delves into the complexities of carbon markets. He discusses the implications of the recent SBTi statements and the EU's new methane regulations on corporate net-zero targets. Zaman critically analyzes the challenges corporations face balancing idealism with market realities, alongside navigating the intricacies of carbon pricing and the CORSAIA scheme for international aviation. Join him for insights into the practical steps needed for effective climate action.

David Szybunka, Senior Portfolio Manager and Managing Director of the Energy Team at Canoe Financial, shares his insights on the current commodity cycle and its unique features. He delves into the energy transition from fossil fuels to sustainable sources, stressing a diversified investment approach. Szybunka discusses key themes for energy investments in 2024, including royalty companies and natural gas perspectives. He also highlights the promising future of alternative energy investments and the significance of understanding market dynamics and entry points.

Arjun Murti discusses America's energy independence and the future of sustainable energy, emphasizing the need for a balanced approach. The podcast explores the evolution of US energy production, the impact of ESG in the market, and the importance of balancing energy concerns for future exceptionalism.

Travis Schwab, CEO of Eventus, discusses the importance of trade surveillance in ensuring market safety and compliance. They explore the evolution of market infrastructure and technology, challenges in developing advanced financial technology, and share their diverse summer reading list featuring sci-fi books.

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.

Joe Raia, CCO at Abaxx Exchange, discusses launching physically deliverable LNG and carbon futures contracts. They talk about building smarter markets, establishing clearinghouses, nurturing industry relationships, evolving energy markets, and using technology for collateral management.

Head of Natural Gas Research at Goldman Sachs, Samantha Dart, discusses the future of LNG and global natural gas markets. Topics include the impact of European energy crisis on gas prices, AI's influence on US power generation demand, US natural gas production growth, vulnerabilities in the gas market, and the role of Abacx Exchange in managing risks.