logo
episode-header-image
Apr 2020
18m 46s

Watercooler Chat E02: Trump's art of the...

Wood Mackenzie
About this episode
In our second episode of the Watercooler Chat, we discuss this weekend's OPEC agreement, brought to us by Donald Trump, hear from Tom Ellacott on ExxonMobil's latest guidance and discuss things we've noticed since working at home that we'd rather not have. 
Up next
Aug 2021
A new inflection point for clean energy
We speak to Anton Cohen at CohnReznick about the mega trends for clean energy in the corporate world 
15m 45s
Jul 2021
The M & A turf battle over wind, solar and storage projects
In this podcast episode from CohnReznick Capital: what does the surging M & A activity tell us about the health of renewables? 
13m 34s
Jun 2021
Violence in Gaza and Israel affects the upstream sector
Chevron temporarily shut in its Tamar gas platform amid escalating violence between Israel and Hamas last month. How serious were the threats to the offshore gas infrastructure? Do we expect the agreement between Delek Drilling and Mubadala to proceed? Will these new tensions bet ... Show More
9m 8s
Recommended Episodes
Apr 2021
Special Episode: Innovating toward Decarbonization
How are oil & gas companies and U.S. utilities tackling the complex transition to a lower carbon future? Expect a lot of divergence in approach. 
10m 42s
Apr 2023
Three Bad Omens for the Market? And Big Tech and Hollywood Tackle U.S./China Tensions 4/5/23
Gold is soaring, rates are dropping, and the banks are hitting new lows. Does all this suggest more pain to come for the market? The relationship between Beijing and D.C. taking center stage as lawmakers and execs meet in California. What will come out of the talks and how China ... Show More
44m 2s
Mar 2021
The Long Term Stock Exchange | Michelle Greene
What do companies get when they go public on a major stock exchange? The opportunity for anyone to invest, giving the company access to a bunch of cash that allows for huge growth. And...pressure to think in the short term. This can end up hurting their workers, the environment, ... Show More
15m 38s
Feb 2023
Have LNG and gas markets returned to normality in 2023?
Prices are closer to lower, volatility has reduced and inter-product price spreads have come in, so are we seeing gas and LNG markets revert to normality? What are the factors that have calmed markets, and is this new-found tranquillity likely to be sustained? In this Commodities ... Show More
22m 51s
May 2022
20VC: WTF Is Going On? 3 Outcomes for What Could Happen From Here; What Needs to Happen To Avoid Recession? Why Stagnation is Most Likely and What This Means for Startups and Venture & Why Catastrophe
Fabrice Grinda is the Founding Partner @ FJ Labs, with over 700 investments, Fabrice has had over 250 exits and built a portfolio including Alibaba, Coupang, Airbnb, Instacart, Flexport, and Delivery Hero, and many more. Prior to FJ Labs, Fabrice served as CEO for three multinati ... Show More
57m 12s
Mar 2020
My Thoughts on Coronavirus and The Stock Market Crash | STR 261
I've had some people ask about my thoughts, but to be honest, another part of this is me just being sick-and-tired of all the media manufactured drama. I want to give you my thoughts on the stock market and how I am approaching the situation. Let’s take a breath and walk through ... Show More
35m 53s
Apr 2023
Is the Market Telling Us the Fed Has Peaked? And Digging in on the Latest Congressional Trades Around the Bank Crisis 4/11/23
Signs of strength in the rate-sensitive housing sector as builders and home improvement companies jump today. So is the market telling us the Fed is done with its rate hike cycle. Plus new reporting on the lawmakers trading stocks affected by the policy they enact. Will the lates ... Show More
43m 54s
Jan 2023
What’s ahead for economies and markets in 2023?
What’s in store for economies and markets in 2023? In the latest episode of Exchanges at Goldman Sachs, Jan Hatzius, head of Goldman Sachs Research and the firm’s chief economist, and Dominic Wilson, Senior Advisor in the Global Markets Research Group, explain why they believe th ... Show More
31m 27s
May 2024
Take off delayed
Will Bain finds out what US regulators make of Boeing's turnaround plan. Plus, what's going on at Morecambe FC? 
51m 34s