SmarterMarkets™

Latest Episodes:

Global Upheaval in Energy Markets Episode 3 | Sean Evers, Founder and Managing Partner, Gulf Intelligence Nov 07, 2026

Show notes

We continue Global Upheaval in Energy Markets this week with Sean Evers, Founder and Managing Partner of Gulf Intelligence. David Greely sits down with Sean to discuss how the recent conflict in the Gulf is affecting the region; how refining capacity, shipping rates, and insurance costs have become key drivers of energy prices; the movement from “just in time” to “just in case” supply chain infrastructure; and what all of this may mean for the role of the Gulf countries in energy markets in the future.

Global Upheaval in Energy Markets Episode 2 | Doomberg, Publishers of the “Doomberg” Substack Oct 31, 2026

Show notes

This week on Global Upheaval in Energy Markets, we welcome back Doomberg, the team behind the “Doomberg” Substack, one of the most widely read finance newsletters.

David Greely sits down with Doomberg to discuss why the epicenter of the current energy crisis is diesel and LNG rather than crude oil; why they believe we've been in World War III since 2014; what it means for geopolitics and energy markets; and why many parts of the world are not prepared for what could come next.

This interview was recorded on October 21, 2026.

Global Upheaval in Energy Markets Episode 1 | Helima Croft, Managing Director & Head of Global Commodity Strategy & MENA Research, RBC Capital Markets Oct 24, 2026

Show notes

We kick off our new Global Upheaval in Energy Markets series this week with Helima Croft. Helima is Managing Director and the Head of Global Commodity Strategy and MENA Research at RBC Capital Markets.

David Greely sits down with Helima to discuss what could come next in the conflict in the Middle East; whether the energy system's shock absorbers have been exhausted; and how the geopolitical foundations of the energy markets may be changing in a way where there's no going back.

Special Episode | SmarterMarkets Update: The State of AI with Dr. Tricia Wang, Co-Founder & CEO, Advanced AI Society Oct 17, 2026

Show notes

This week, we present SmarterMarkets Update: The State of AI. At SmarterMarkets, we've realized that AI, like life, moves pretty fast. If you don't stop and look around once in a while, you could miss it. So we'll be bringing you periodic updates on the state of AI interspersed with our regular podcast series.

For our first update, our guest is Dr. Tricia Wang, Co-Founder and CEO of Advanced AI Society. David Greely sits down with Tricia to discuss how we can rebuild trust in the machine-to-machine age of AI; the role of open verification and proof of control; why the AI world should stop writing off what the crypto world built, and in particular, why the crypto ethos of ‘don't trust, verify’ is critical now for AI safety and adoption.

Catching Up On Climate 2026 Episode 3 | Peter Zaman, Partner, HFW Singapore Oct 10, 2026

Show notes

This week on Catching Up On Climate, we welcome Peter Zaman, Partner at HFW Singapore, back into the SmarterMarkets™ studio. David Greely sits down with Peter to catch up on how the energy supply disruptions emanating from the conflicts in the Middle East, Ukraine, and Russia are changing the geopolitics of the energy transition, and what it means for progress toward net-zero goals.

Special Episode | Scenes from the IETA North America Climate Summit 2026 Oct 03, 2026

Show notes

We present a special episode of SmarterMarkets™, bringing you exclusive interviews from the IETA North America Climate Summit 2026.

SmarterMarkets™ returned to the IETA North America Climate Summit to catch up with market practitioners on the challenges and opportunities in the development of the carbon markets.

This year’s conference focused on the “New Carbon Order: Innovation, Investment, and Interoperability.” In partnership with IETA, we caught up with a cross section of participants about what they and their organizations have been working on, where they see progress, and what we need to be doing next. Some common themes included the ongoing integration of compliance and voluntary markets, the role of AI and digital technology in carbon markets, and the need for standardization and harmonization across the growing network of country and regional emissions schemes.

We’ve compiled a selection of those 7 interviews into this Special Episode of SmarterMarkets™. Our guests, in order of appearance, are:

Guy Turner – Managing Director, MSCI Carbon Markets

Sandeep Roy Choudhury – Co-Founder & Director, VNV

Alex Saer – CEO, Cercarbono

Alexia Kelly – Managing Director of Carbon Policy and Markets Initiative, High Tide Foundation

Mandy Rambharos – CEO, Verra + Candace Vinke – Chief Program Development and Innovation Officer, Verra

Benoît Clément – VCM+ Fellow, Financial Infrastructure for Carbon Markets (FICM), Verified Carbon Market Collaborative (VCM+)

Thomas McMahon – Co-Founder, Abaxx Technologies

Catching Up On Climate 2026 Episode 2 | Mandy Rambharos & Candace Vinke from Verra, Live from IETA’s North America Climate Summit Sep 26, 2026

Show notes

This week on Catching Up On Climate, we welcome Mandy Rambharos and Candace Vinke into the SmarterMarkets™ studio. Mandy is CEO at Verra and Candace is Chief Program Development and Innovation Officer at Verra. David Greely sat down with them at IETA’s North America Climate Summit 2026 this week in New York City to discuss Verra’s newest carbon standard, the Scope 3 Standard (S3S) Program – and what it means for carbon markets.

Catching Up On Climate 2026 Episode 1 | Dirk Forrister, President & CEO, International Emissions Trading Association (IETA) Sep 19, 2026

Show notes

This week, we kick off Catching Up On Climate 2026 with Dirk Forrister, President & CEO of IETA. David Greely sits down with Dirk to discuss what he and IETA have been focused on this past year – and what he sees as some of the most important things happening in climate and carbon markets ahead of IETA's North America Climate Summit next week in New York City.

Special 300th Episode | Robert Friedland, Executive Co-Chairman of Ivanhoe Mines & Co-Founder, Chairman, and CEO of I-Pulse Sep 12, 2026

Show notes

This week we celebrate our 300th episode with Robert Friedland, Executive Co-Chairman of Ivanhoe Mines and Co-Founder, Chairman, and CEO of I-Pulse. David Greely sits down with Robert to discuss the world’s ever growing hunger for metals and what the mining and tech industries, governments, and markets are doing – and need to be doing – in a week when LME copper prices hit a new record high.

Summer Playlist 2026 Episode 8 | Ben Hunt, Author of Epsilon Theory & President/Co-Founder of Perscient Sep 05, 2026

Show notes

We close out our Summer Playlist this week with Ben Hunt, author of Epsilon Theory & President/Co-Founder of Perscient. David Greely sits down with Ben to discuss the insights in his recent Semantic Manifesto. They talk about how AI and LLMs have given us the tools and computing power to map and track the structures of the stories that we tell ourselves in markets – and to explore the invisible, but very real world of stories and semantics.

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