The History of a Scandal: Metallgesellschaft Revisited with Kevin O’Reilly

The History of a Scandal: Metallgesellschaft Revisited with Kevin O’Reilly

In 1993, Metallgesellschaft, the German Global Industrial conglomerate lost $1.3bln in oil derivatives trading through its US subsidiary MGRM. The details leading up to their implosion and the subsequent actions taken by their CEO, trading counterparties and their lending banks have been hotly debated by academia, business school students and their contemporaries in the markets ever since. In this episode, as we approach the 30th anniversary of one of the largest and most famous financial calamities in the oil trading markets, we review the key moments and, uniquely, draw on viewpoints from industry veterans present at the time: What really happened and why? What did the academics miss and what, if anything, has been quietly hushed? What lessons were learned, if any? Joining us is Kevin O’Reilly, commodities investment banker and commodity markets theorist.

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The Voluntary Carbon Markets with Deanna Reitman

The Voluntary Carbon Markets with Deanna Reitman

In this episode, we do a deep dive in to the world of voluntary carbon credits, which dominate the carbon world  in the absence of widespread global compliance markets. To date the categories, case la...

23 Maalis 202236min

How Carbon Will Disrupt Commodities Markets with Eric Rubenstein

How Carbon Will Disrupt Commodities Markets with Eric Rubenstein

To date, carbon markets cover only a few geographies and select categories. Yet, they are already impacting how commodities are produced and traded.  Over the next decade, carbon credits will expand t...

16 Maalis 202244min

Hydrogen's Future with Erik Rakhou

Hydrogen's Future with Erik Rakhou

In this episode we return to Hydrogen with guest Erik Rakhou, Associate Director at Boston Consulting Group.  Low-carbon Hydrogen projects, policy support and predictions continue to dominate the news...

9 Maalis 202245min

SPECIAL UPDATE: The Invasion of Ukraine with Robert Bensh

SPECIAL UPDATE: The Invasion of Ukraine with Robert Bensh

Robert Bensh, veteran energy executive and Ukraine investor, joins us again in a special episode to update us on the harrowing, shocking and tragic events in Ukraine. What has become of the people and...

3 Maalis 202231min

Food: Demand, Inflation & the Agri Markets with Soren Schroder

Food: Demand, Inflation & the Agri Markets with Soren Schroder

Demand for food is growing, and changing, with population increases and demographic change. At the same time, energy transition is creating an insatiable appetite for agricultural products. To date, a...

2 Maalis 202250min

The History & Future of Commodity Trading in Investment Banks with Kevin O'Reilly

The History & Future of Commodity Trading in Investment Banks with Kevin O'Reilly

At the end of the last decade, Investment Banks dominated commodity trading. The best results, the biggest seats and the best paid. A few short years later and the majority had scaled back or exited. ...

23 Helmi 202249min

Capital Markets & The Energy Transition with Arash Nazhad and Blake Best

Capital Markets & The Energy Transition with Arash Nazhad and Blake Best

Trillions of dollars will be needed to transition the global industrial base away from fossil fuels. Unlike the digital revolution, this will be capital intensive and technologically diverse – many of...

16 Helmi 202255min

Surviving and Thriving Trading natural gas with Bill Perkins

Surviving and Thriving Trading natural gas with Bill Perkins

Trading is hard. Trading natural gas is trading on hard mode. The market has constantly evolved since its inception over the last twenty years ago, as regulation, transparency and market developments ...

9 Helmi 202256min

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