Global Macroeconomics
February 2026
45 minutes

Oil as a Weapon: Helima Croft on How Geopolitics Moves Markets

Helima Croft, Head of Global Commodity Strategy at RBC Capital Markets, analyzes geopolitics of energy in a world reshaped by […]

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Alternative Assets
February 2026
51 minutes

How to Make Money From the Booming Demand for Energy

Tyler Rosenlicht talks about the general ideas behind infrastructure investing, how he thinks about the ongoing boom in energy demand, […]

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Alternative Assets
September 2024
45 minutes

Jigar Shah on the Three Big Things Driving the Nuclear Energy Revival

Odd Lots

The head of the Loan Programs Office at the Department of Energy talks about the policies and economic conditions behind […]

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AI
June 2024
50 minutes

How to Remake the Electric Grid for AI | Brian Janous

Hidden Forces

Janous discusses the rapid buildout of AI data centers, the introduction of more intermittent sources of energy like wind and […]

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Alternative Assets
May 2024
45 minutes

Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever

Odd Lots

Carlyle Group’s Jeff Currie (previously the Global Head of Commodities Research at Goldman Sachs) shares why copper is his highest-conviction […]

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Alternative Assets
March 2024
52 minutes

Behind the Markets Podcast: Art Berman

Behind the Markets Podcast

At 11:17, Art Berman joins Jeremy Schwartz to discuss everything oil and energy. He talks about energy blindness, the excess […]

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Alternative Assets
January 2024
54 minutes

Arjun Murti – ”We’re in the midst of a MESSY energy transition”

The Geopolitics of Commodities

Arjun Murti, Goldman Sachs’ former Head of Energy Equity Research, explains why he doesn’t believe it will go as smooth […]

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Global Macroeconomics
August 2023
10 minutes

Doomberg: “Our Fragile Energy Economy”

The Great Simplification

Doomberg uses an energy lens to analyze global trends in the economy, and touches on the relationship between geopolitics, debt, […]

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Alternative Assets
June 2023
30 minutes

Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains

Exchanges

Jeff Currie, Global Head of Commodities Research, discusses the recent decline in oil, the supply/demand dynamics for various commodities, and why […]

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Global Macroeconomics
April 2023
54 minutes

Doomberg: Provocative Not Polarizing

The Phil Bak Podcast

Phil Bak speaks with Doomberg about entrepreneurship, content creation, and the secret to their writing process.

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Global Macroeconomics
March 2023
39 minutes

The Rewind: Calling The Market

The Memo by Howard Marks

Howard Marks touches on the difference between price and value, commonalities he’s seen with turns in the market, and how […]

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Global Macroeconomics
March 2023
71 minutes

Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1)

Capital Allocators

Former head of Farallon Capital Management & 2020 Presidential candidate Tom Steyer talks about his new venture, Galvanize Climate Solutions, […]

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Alternative Assets
January 2023
29 minutes

Bonus: Vaclav Smil, author of How the World Really Works, on the Reality of the Energy Transition

A Sustainable Future

In a rare media appearance, academic and best-selling author Vaclav Smil separates fact and fiction on the global energy markets […]

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Alternative Assets
December 2022
59 minutes

A Different Perspective with Barry Norris Founder of Argonaut Capital

In one of the most interesting episodes on the energy markets all year, specialist fund manager Barry Norris shares why he […]

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Alternative Assets
October 2022
54 minutes

Doomberg on Energy Scarcity, Nuclear Power and Failure of Energy Transition Policies

Macro Hive Conversations

In one of the best episodes of the year on the energy situation, Doomberg discusses the transition from energy abundance […]

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Alternative Assets
October 2022
47 minutes

Jeff Currie, Goldman Sachs – Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445

The Meb Faber Show

Goldman Sachs’ Head of Commodity Research touches on the underinvestment in supply, why ESG makes this cycle different from past cycles, […]

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Alternative Assets
August 2022
51 minutes

What So Many People Get Wrong About The Energy Transition

Odd Lots

Bernstein analyst Bob Brackett covers the headwinds in the energy transition, why commodities don’t just disappear, and what he thinks […]

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Alternative Assets
July 2022
103 minutes

Adam Rozencwajg: Understanding the Global Energy Crisis

Macro Voices

From 17:00 – 1:05:00, natural resource investor Adam Rozencwajg shares why he’s concerned about the potential for $200 oil this year, […]

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Alternative Assets
June 2022
92 minutes

Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis

Macro Voices

From 13:15 – 1:08:00, world-renowned energy markets expert Dr. Alhajji discusses the geopolitical implications of the energy crisis and his […]

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Global Macroeconomics
March 2022
49 minutes

Energy Transition & Geopolitics with Daniel Yergin

Daniel Yergin discusses the energy transition, shifting geopolitics around peak demand, and how global energy policy reshapes economic power.

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Global Macroeconomics
October 2021
44 minutes

Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain

Goldman Sachs’ Jeff Currie discusses the drivers behind surging commodity prices, supply constraints, and why further upside may lie ahead.

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Markets
May 2021
87 minutes

John Arnold on Oil and Gas Startups

John Arnold discusses his rise from Enron trader to Centaurus founder, and his transition from energy markets to philanthropy.

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Markets
October 2020
60 minutes

#35: Leigh Goehring On The Generational Opportunity In Energy Stocks Today

Leigh Goering discusses his commodity research process, the macro case for an energy crisis, and implications for natural resource equities.

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