SmarterMarkets™

We continue our How to Raise Your Agent series this week with Joyce Shen, Managing Partner at Together Expedition and AI Professor at UC Berkeley. SmarterMarkets™ host David Greely sits down with Joyce to discuss how AI is rewiring work, what we can learn from past tech transformations, and what's different this time from the perspective of a business practitioner, tech investor, and educator.

On our second installment of Weathering Decarbonization, we welcome Mark Lewis back into the SmarterMarkets™ studio. Mark is Partner and Managing Director at Climate Finance Partners LLC. David Greely sat down with Mark to discuss where the rubber is hitting the road in the EU-ETS, the impact on market participants and pricing dynamics, and what the future may hold as we move into compliance markets 2.0. Mark re-joined us Friday night to add his key takeaways from a turbulent week in the EU-ETS to this episode, which you can also read on his blog at climatemarketnow.com.

We wrap up Setting Course 2026 this week with part two of our conversation with Robert Friedland and Jeff Currie. Robert is Executive Co-Chairman of Ivanhoe Mines and Co-Founder, Chairman, and CEO of I-Pulse. Jeff Currie is Chief Strategy Officer of Energy Pathways at Carlyle. David Greely sits down with Robert and Jeff to discuss what's happening at Davos, what the revenge of the miners and the real economy means for copper and other commodity prices, and the other big themes that Jeff is seeing for 2026 and beyond. We'll pick up with last week's conversation as Jeff discusses how the need to build out infrastructure for AI data centers is leading traditionally asset-light big tech companies to become asset-heavy.

We continue our Setting Course series this week by welcoming Arjun Murti back into the SmarterMarkets™ studio. Arjun is Partner at Veriten and Publisher of "Super-Spiked" on Substack. David Greely sits down with Arjun to discuss the big themes he sees in energy for 2026, including the electrical power super cycle.

We begin the new year on SmarterMarkets™ with Part Two of our Holiday Special 2025: The Year in Review. This week, we’re continuing to revisit the conversations with our guests that helped us understand and articulate the themes that would come to define 2025. It was the year in which we discovered that this was not the energy transition that we were expecting; and the year in which a new geopolitical reality emerged and old geopolitical concerns resurfaced. It was the year featuring a tale of two carbon markets and the need for new weather markets to manage the risks posed by reliance on renewable power. And 2025 was the year in which there was both a new gold rush and a rush into tokenization. We hope you’ll sit back, relax, and enjoy Part Two of our Holiday Special 2025: The Year in Review. Our guests in order of appearance: Josh Crumb – Founder & CEO, Abaxx Technologies SM229 – 5.3.2025 – Gold for the 21st Century Steve Lowe – Strategic Advisor for Precious Metals, Abaxx and Former Managing Director, Co-Head of Global Base and Precious Metals, Scotiabank SM231 – 5.17.2025 – Gold for the 21st Century Sunil Kashyap – Managing Director at FinMet Pte Ltd., Singapore SM224 – 3.29.2025 – Gold for the 21st Century Wade Brennan – CEO & Co-Founder, Kilo Capital SM225 – 4.5.2025 – Gold for the 21st Century Thom McMahon – Co-Founder, Abaxx Technologies SM235 – 6.14.2025 – Gold for the 21st Century Albert Cheng – CEO, Singapore Bullion Market Association (SBMA) SM240 – 7.19.2025 – Summer Playlist 2025 Ian Forester – Head of Product, Abaxx Technologies SM254 – 10.25.2025 – Re-engineering Tokenization Riley Hughes – Co-Founder & CEO, Trinsic SM258 – 11.22.2025 – Re-engineering Tokenization Carrie Jaquith – Global Head of Digital Product, Abaxx Technologies SM257 – 11.15.2025 – Re-engineering Tokenization Leah Wald – Digital Title Lead, Abaxx Technologies SM261 – 12.13.2025 – Re-engineering Tokenization Walt Lukken – President & CEO, FIA SM262 – 12.20.2025 – Re-engineering Tokenization Josh Crumb – Founder & CEO, Abaxx Technologies SM253 – 10.18.2025 – Re-engineering Tokenization