Evy Hambro, Managing Director and Global Head of Thematic and Sector Based Investing, Fundamental Equity at BlackRock
For the final episode of our September Sessions, we welcome Evy Hambro into the SmarterMarkets™ studio. Evy is Managing Director and Global Head of Thematic and Sector Based Investing, Fundamental Equity at BlackRock. SmarterMarkets™ host David Greely sits down with Evy to discuss how to put investment capital to work by investing in companies that […]
Ben Hunt, Author of Epsilon Theory & Co-Founder/CIO, Second Foundation Partners
We conclude our A Smarter Way series with Ben Hunt, author of Epsilon Theory & Co-Founder/CIO of Second Foundation Partners. SmarterMarkets™ host David Greely sits down with Ben to discuss how the narratives and stories we tell ourselves shape our decisions and may be one of our biggest obstacles to finding a smarter way forward. […]
Keith McCullough, Founder & CEO, Hedgeye
We continue our series A Smarter Way with Keith McCullough, the Founder & CEO of Hedgeye. SmarterMarkets™ host David Greely sits down with Keith to discuss the lessons of FTX and the state of financial advice on traditional and social media. Download full transcript → Hosted By
Energy Investing in 2023 | Arjun Murti, Former Head of Energy Equity Research at Goldman Sachs and Publisher of “Super-Spiked” on Substack
We kick off the new year with Arjun Murti, the Former Head of Energy Equity Research at Goldman Sachs and the Publisher of “Super-Spiked” on Substack. SmarterMarkets™ host David Greely sits down with Arjun to discuss some of the big issues facing energy investors in 2023. Download full transcript → Hosted By
Mark Frayman, Managing Partner, Orion Industrial Ventures
We close out our Financing the Energy Transition series this week with Mark Frayman, Managing Partner at Orion Industrial Ventures. SmarterMarkets™ host David Greely sits down with Mark to discuss the role of venture capital in decarbonizing mining and heavy industry. Download full transcript → Hosted By
Nikita Singhal, Managing Director and Co-Head of Sustainable Investment & ESG, Lazard Asset Management
We continue our Financing the Energy Transition series with Nikita Singhal, Managing Director and Co-Head of Sustainable Investment & ESG at Lazard Asset Management. SmarterMarkets™ host David Greely sits down with Nikita to discuss her approach to ESG investing and building investment strategies in public equities. Download full transcript → Hosted By
Greg Sharenow, Managing Director and Portfolio Manager for Commodities and Real Assets, PIMCO
This week, we welcome Greg Sharenow into the SmarterMarkets™ studio. Greg is the Managing Director and Portfolio Manager for Commodities and Real Assets at PIMCO. SmarterMarkets™ host David Greely sits down with Greg to discuss the European energy crisis, commodity markets, inflation, and what it all means for investors. Hosted By Episode Q&A The following […]
Mark Fisher Musing on How to Improve the Futures Markets
Commodity legend Mark Fisher shares some choice stories, including how the Hudson River can be used as a risk management tool to cure over-trading, then goes on to reflect on how the design of commodities futures markets could be improved. Hosted By