SmarterMarkets™

We wrap up Setting Course 2026 this week with part two of our conversation with Robert Friedland and Jeff Currie. Robert is Executive Co-Chairman of Ivanhoe Mines and Co-Founder, Chairman, and CEO of I-Pulse. Jeff Currie is Chief Strategy Officer of Energy Pathways at Carlyle.

 

David Greely sits down with Robert and Jeff to discuss what's happening at Davos, what the revenge of the miners and the real economy means for copper and other commodity prices, and the other big themes that Jeff is seeing for 2026 and beyond.

 

We'll pick up with last week's conversation as Jeff discusses how the need to build out infrastructure for AI data centers is leading traditionally asset-light big tech companies to become asset-heavy.

This week on Setting Course 2026, we bring you part one of a two-part conversation with Robert Friedland and Jeff Currie. Robert is Executive Co-Chairman of Ivanhoe Mines and  Co-Founder, Chairman, and CEO of I-Pulse. Jeff Currie is Chief Strategy Officer of Energy Pathways at Carlyle. David Greely sits down with Robert and Jeff to discuss what's happening at Davos, what the revenge of the miners and the real economy means for copper and other commodity prices, and the other big themes that Jeff is seeing for 2026 and beyond.

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.

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.

We begin the new year on SmarterMarkets™ with Part Two of our Holiday Special 2025: The Year in Review.

 

This week, we’re continuing to revisit the conversations with our guests that helped us understand and articulate the themes that would come to define 2025. 

 

It 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 Part Two of our Holiday Special 2025: The Year in Review.

 

Our guests in order of appearance:

 

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