Podcast Episodes
Back to SearchThe Digital Core: CTRMs and beyond
Episode 43
Commodity Trading Risk Management systems sit at the heart of any commodity trading enterprise. Their design and implementation has been a huge sourc…
5 years, 6 months ago
Lithium and the Global Battery Arms Race
Episode 42
Globally, we have begun the transformation to the lithium-ion Economy. Mega battery factories are growing exponentially. The problem is lithium suppl…
5 years, 6 months ago
Rare Earth Metals
Episode 41
In this episode we dig into rare earth metals - key elements for everyday technologies but also vital to the energy transition from electric motors t…
5 years, 6 months ago
Carbon
Episode 40
The atmosphere has too much carbon. This poses an existential threat to society and to the businesses emitting it, unless they start to capture it. T…
5 years, 6 months ago
The World for Sale: A conversation with the authors
Episode 39
In this episode, Javier Blas and Jack Farchy join us to talk about their new book, The World for Sale. The book spans the history of the rise of the …
5 years, 7 months ago
Through a Mirror, Darkly: The art of measuring risk in commodities
Episode 38
Measuring risk is at the core commodity trading and Value At Risk is its most common expression. However, as frequent outsized and unexpected losses,…
5 years, 7 months ago
The Coming Commodity Super-Cycle
Episode 37
In this episode Jeff Currie, Global Head of Commodity Research at Goldman Sachs, walks us through the drivers and consequences of the coming commodit…
5 years, 7 months ago
Cybersecurity & Commodities
Episode 36
The commodities sector is rich, of strategic national interest, at the center of geopolitics, and environmentally impactful. Thus, it is a focal targ…
5 years, 7 months ago
The EV tipping point: consequences for the commodities world
Episode 35
Our guest, Arcady Sosinov, CEO and Founder of Freewire Technologies, believes Electric Vehicles present the biggest industrial change and opportunity…
5 years, 8 months ago
Trading Data
Episode 34
Commodities trading has always been about having an informational edge. About having better data. With digitalization, data is now produced in expone…
5 years, 8 months ago