A Smarter Markets™ Perspective on the Global LNG Market.
Daniel Yergin, Pulitzer Prize Winning Author of The Prize and Vice-Chair of IHS Markit
An Energy Transition in Three Corresponding Acts | Part I
The Law of Exponential Moving Averages
An Interview with John Goldstein, Global Head of Sustainable Finance at Goldman Sachs
Permanent Waves
Featuring Maryam Ayati, CEO of NEO Holdings
The Mercurial Rise of ESG on Wall Street
The second thing to do is pick your spots earlier. You talked about silos, you talked about buckets, instead of showing us a fund, tell us what you like in the market right now. We found a lot of renewable developers that are stranded. They have got great projects lined up interconnection agreements, land, purchase agreements, and the market. They think they will eventually sell them, but they need debt. We want to be a senior lender because we can, we think we can get them attractive terms and collateral that we think is great, but banks don’t understand and that ability to provide that insight number one, number two is sweat, at the end of the day, one of the most renewable resources, pun modestly intended on investing in these assets is if you can put in the work, that’s a sustainable way to have advantage.
I think back to what is next. I think investors need to be ready to have cleared the underbrush, have the thesis and really do the work to be able to still find edge, still find value and still make good investments against that backdrop.
A Path to Scaling Voluntary Carbon Markets I A Smarter Markets Digital Roundtable
A Path to Scaling Voluntary Carbon Markets: A Smarter Markets TM Digital Roundtable
Daniel Yergin, Vice-Chair of IHS Markit
Episode 35 | An Emerging Energy Framework for the 22nd-Century
Susan Sakmar, former Chair of the Jane Goodall Institute
Former Chair of The Jane Goodall Institute and Author of ‘Energy for the 21st-Century’
Javier Blas and Jack Farchy, Co-authors of ‘The World for Sale’
An Emerging Framework for the 22nd-Century
Josh Crumb, Founder and CEO of Abaxx Technologies
Crossing the Bridge to Renewable Energy
Arjun Murti, Director at Warburg Pincus, Center on Global Energy Policy and ConocoPhillips
Crossing the Bridge to Renewable Energy
The Slow Advance of Market Forces
Written by Robert Brennan Hart, Executive Director of Smarter Markets™
Todd Buchholz, Former Whitehouse Director of Economic Policy and Managing Director of the Acclaimed $15 Billion Tiger Hedge Fund
Erik Townsend returns to Smarter Markets 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.
Robert Friedland, Chair of Ivanhoe Mines | Part 2
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.
Robert Friedland, Chair of Ivanhoe Mines | Part 1
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.
Robert Friedland, Chair of Ivanhoe Mines
Robert Friedland, a Renaissance man who founded several successful mining, technology and entertainment companies, speaks to host Erik Townsend openly about his views about the what, who and how of the global energy transition and meeting the energy demand of future generations.
John Goldstein, Global Head of Sustainable Investing Practices at Goldman Sachs
John Goldstein on Achieving ESG goals with Impact Investing
Tom Raftery, Chief Innovation Officer at SAP
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.
Peter Fusaro, Founder of the Wall Street Green Summit
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...
Jeff Currie, Global Head of Commodities Research at Goldman Sachs
A superb, hour-long discussion with Commodity Legend, Jeff Currie. This episode sheds light on the politics and market issues facing the investment community in committing fully to renewable energy technologies. Jeff’s commentary helps listeners understand the difficulties in pricing carbon, and why a carbon price is crucial to advancing ESG standards. He delves into the role governments and policy plays in establishing rules for carbon emissions, and helping the market discover a price for emitting carbon into our environment. Jeff focuses our attention on the reality that, to properly incentivise investment in renewable energy technologies, the first step is a clear mechanism to price carbon.
Maryam Ayati, CEO of NEO Holdings
We sit down with energy industry maverick and market innovator, Maryam Ayati, who leads NEO Holdings. NEO brings established industry giants together with the climate and entrepreneurial ecosystem in mutually profitable models. Together, they identify and operationalize tomorrow’s most valuable new commodities and business models, reinventing energy and extractive supply chains such that they serve planet, people and profit.
Jeff Currie, Global Head of Commodities Research at Goldman Sachs
Goldman Sachs commodities chief on ESG, carbon pricing, and new technologies.