On our third installment of Summer Playlist 2025, we welcome Jeff Currie back into the SmarterMarkets™ studio. Jeff is Chief Strategy Officer of Energy Pathways at Carlyle. David Greely sits down with Jeff to discuss the implications of the breakdown of the world order that has defined the post-World War II era – implications Jeff lays out in his new paper, The New Martial Plan, the sequel to The New Joule Order. Together, they discuss how the quest for security is becoming the paramount force reshaping geopolitics, energy, and investment.

This week on Summer Playlist 2025, we welcome Michael Greenstone into the SmarterMarkets™ studio. Michael is Director of the Energy Policy Institute at the University of Chicago (EPIC), Founding Director of the University’s Institute for Climate and Sustainable Growth, and Milton Friedman Distinguished Service Professor in Economics.

David Greely sits down with Michael to discuss how EPIC is translating the insights of cutting edge energy and environmental research into real world impact, including building cap-and-trade particulate emissions markets in India.

We kick off our Summer Playlist 2025 this week with Michelle Finneran Dennedy, Chief Data Strategy Officer at Abaxx Technologies. David Greely sits down with Michelle to discuss why CEOs and organizational leaders are shifting how they view data from seeing it as a risky liability to potentially seeing it as their greatest asset – and what that means for the ways we measure and manage our businesses.

We close out Gold for the 21st Century this week with a special roundtable episode with Dan McElduff (President, Abaxx Exchange), Siddiq Farid (Managing Director, Abaxx Spot), and David Gornall and Steve Lowe (Strategic Advisors for Precious Metals, Abaxx).

David Greely sits down with them to discuss their experience and insights at the 2025 Asia Pacific Precious Metals Conference in Singapore this past week, following the introduction of Abaxx’s integrated gold infrastructure – including physically-deliverable Gold Kilobar Singapore Futures on Abaxx Exchange and the launch of a new provider of spot market services, Abaxx Spot, enabling secure transfers of physically-allocated gold in Singapore through a central pool structure. Together, they mark the first instance of co-located spot and futures infrastructure for gold, aiming to reduce fragmentation in global gold markets by aligning futures and spot markets with how gold is actually traded, stored, and settled.

We continue Gold for the 21st Century this week with Thomas McMahon, Co-Founder of Abaxx Technologies. David Greely sits down with Thomas to discuss how the role that gold may play in our financial system in the near future is not that different from the one gold and silver played in the not-so-distant past. They also explore precious metals' market evolution in the latter half of the 20th century and its implications for the role of gold in the 21st century.

This week on Gold for the 21st Century, we welcome Greg Sharenow back into the SmarterMarkets™ studio. Greg is Managing Director & Portfolio Manager for Commodities and Real Assets at PIMCO. David Greely sits down with Greg to discuss how policy uncertainty and inflation are shaping the investing landscape and the role that commodities and real assets – including gold – are playing in helping investors grow and protect their wealth.

We continue Gold for the 21st Century this week with Sakhila Mirza, President of Responsible Gold. David Greely sits down with Sakhila to discuss the role of standards, data, and technology in building an ecosystem of trust for responsible and sustainable gold.

It’s a holiday weekend in the United States, and we thought it would be a good time to revisit some of the big ideas that our guests shared with us over the past year.

Meeting the new commercial realities created by the globalization of the natural gas market, the energy transition to a lower carbon economy, and the rise of artificial intelligence requires new and smarter markets in which participants are empowered with new financial technology.

And building those smarter markets will require big ideas. We hope you enjoy revisiting these moments and ideas with us.

Our guests featured on this episode are:

-Robert Friedland, Founder & Executive Chairman, Ivanhoe Mines

-Brad Hitch, Director of LNG Trading, EQT Corporation

-Samantha Dart, Head of Natural Gas Research, Goldman Sachs

-Susan Sakmar, Visiting Professor, Univ. of Houston & Board Member, Flex LNG

-Mark Lewis, Head of Research, Andurand Capital

-Hannah Hauman, Global Head of Carbon Trading, Trafigura

-Andy Home, Senior Metals Columnist, Thomson Reuters

-Andrea Hotter, Special Correspondent, Fastmarkets

-Ben Hunt, Author of Epsilon Theory & Co-Founder/CIO, Second Foundation Partners

-Michelle Finneran Dennedy, Chief Data Strategy Officer, Abaxx Technologies

-Dr. David Bray, Distinguished Chair of the Accelerator & CEO/Principal, Stimson Center & LDA Ventures, Inc.

-Josh Crumb, Founder & CEO, Abaxx Technologies