Hedge Funds & Commodities with Tor Svelland
Hedge Funds & Commodities with Tor Svelland In this episode, we return to hedge funds and their role in commodities for investors, market participants and talent. Why is money returning to hedge funds...
4 Apr 202356min
The Pathways to Decarbonize Transportation with Michael Barnard
The Pathways to Decarbonize Transportation with Michael Barnard In this episode, we take the long view of decarbonizing transportation. How will cars, trucks, trains and planes move in 2050? Which tec...
28 Mars 20231h 12min
Notes from the FT Commodities Summit 2023
In this special episode, I provide notes, quotes and my take away from the FT Commodities Summit in Lausanne, Switzerland. Starting the day Credit Suisse was taken over by UBS, the conference was held...
23 Mars 202329min
The Energetic Problem with the Energy Transition with Adam Rozencwajg
Decarbonization is crucial to tackling climate change. Yet, human history has been a story of increasing energy consumption and hydrocarbons unleashed global development. Today, hope and investment is...
22 Mars 20231h 4min
SPECIAL: The Banking Crisis with Edward Chancellor
Edward Chancellor, financial historian and journalist, returns in this special update to discuss the unfurling banking crisis. We discuss the common thread across the financial stresses around the wor...
20 Mars 202348min
A Journey in Commodities with Paul Posoli
Paul Posoli was at the forefront of energy trading through a 20 year career. In this episode, we follow Paul’s story has he joins Enron, builds a trading desk for a merchant and an investment bank, ma...
15 Mars 20231h 7min
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 subsequ...
1 Mars 202358min
