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.
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This week, we kick off our new series Setting Course 2026 by welcoming Former Senior CIA Official Rob Dannenberg back into the SmarterMarkets™ studio. David Greely sits down with Rob to discuss the inflection point being created by the Russian war in Ukraine, the capture by the United States of Venezuelan President Maduro, and the potential implications of this widening of the range of acceptable behavior by great powers as we move into 2026.
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We present our two-part Holiday Special 2025: The Year in Review.
2025 has been a big year full of big months here at Abaxx and at SmarterMarkets™, and we’re closing out 2025 by revisiting the conversations with our guests that helped us understand and articulate the themes that would come to define the year.
2025 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 our Holiday Special 2025: The Year in Review.
Our guests in order of appearance:
Part One:
- Andy Home – Senior Metals Columnist, Thomson Reuters
SM213 – 1.18.2025 – The State of Play in Battery Metals - Andrea Hotter – Special Correspondent, Fastmarkets
SM214 – 1.25.2025 – The State of Play in Battery Metals - Peter Zaman – Partner, HFW Singapore
SM218 – 2.22.2025 – Carbon Frontiers 2025 - Nobuo Tanaka – Executive Director Emeritus, International Energy Agency (IEA)
SM246 – 8.30.2025 – Summer Playlist 2025 - Helima Croft – Managing Director & Global Head of Commodity Strategy, RBC Capital Markets
SM245 – 8.23.2025 – Summer Playlist 2025 - Dave Ernsberger & Mark Eramo – Co-Presidents, S&P Global Commodity Insights
SM251 – 10.4.2025 – Catching Up On Climate - Rene Velasquez – Managing Partner, Valitera
SM219 – 3.1.2025 – Carbon Frontiers 2025 - Mark Lewis – Partner & Managing Director, Climate Finance Partners LLC and Former Head of Research, Andurand Capital
SM216 – 2.8.2025 – Carbon Frontiers 2025 - Hannah Hauman – Global Head of Carbon Trading, Trafigura
SM250 – 9.27.2025 – Catching Up On Climate - Theresa Kammel & Pierre Buisson – Originator & Senior Structurer, Weather & Agro Zurich, Munich Re
SM241 – 7.26.2025 – Summer Playlist 2025
Part Two:
- 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
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We close out our Re-engineering Tokenization series this week with Walt Lukken, President & CEO of the FIA and Former Acting Chairman of the U.S. Commodity Futures Trading Commission. David Greely sits down with Walt to discuss the state of the conversation on tokenization in the cleared derivatives industry – and what the next steps are towards bringing tokenized assets into the mainstream.
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This week on Re-engineering Tokenization, we welcome Leah Wald, Digital Title Lead at Abaxx Technologies, into the SmarterMarkets™ studio. David Greely sits down with Leah to discuss her experiences and insights from a career working at the intersection of DeFi and traditional finance – and how she’s working with Abaxx to re-engineer tokenization through the introduction of Abaxx Private Digital Title.
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