Ep312: Modeling Risk and Value in Renewa...

Rob Cirincione of Sunairio explains why traditional weather models miss the extreme events that drive grid risk and how high‑resolution, ensemble‑based forecasting can better predict impacts on power markets. 

Robbie Orvis of Energy Innovation discusses how shifting federal policies, tax credit changes and rising electricity demand shaped renewable energy deployment in 2025 and what those trends may mean for 2026. He also explores expected growth in solar and storage, potential headwin ... Show More

Four project finance industry veterans talk about what to expect this year for tax equity, tax credit sales and debt. The four are Jack Cargas, managing director and head of tax equity origination, Bank of America, Ralph Cho, co-CEO, Apterra Infrastructure Capital, Rubiao Song, m ... Show More

Dave Neumann, investor at Molten Ventures, sits down with David Weisburd to discuss fund of funds deployment strategies, how GPs should approach fund size and interesting power law data derived from Molten’s 2,500 underlying portfolio companies. 

<p>Venture capitalists offer their investors outsized financial returns in exchange for taking on considerable risk. But what if that risk includes backing products where the economics of the end market aren’t clear? Moreover, what if the companies being supported have the non-fi ... Show More

Episode 59: Can artificial intelligence accurately predict the next billion-dollar startup? Matt Wolfe (https://x.com/mreflow) and Nathan Lands (https://x.com/NathanLands) are joined by Jager McConnell (https://www.linkedin.com/in/jager/), CEO of Crunchbase and a leading product ... Show More

Trevor Hall interviews Martino De Ciccio, CEO of Montage Gold, about the company's progress on the Kone project in Cote d'Ivoire. They discuss construction updates, exploration strategies, and the company's strategic investments in other mining ventures. Martino highlights the im ... Show More

Ben Bajarin and Jay Goldberg discuss how semiconductor investors, on the sell and buy side, often think about semiconductor industry stocks and why companies' investor relations strategies struggle to land messages with a broad set of investors. 

Today, we’re joined by Stuart Reid, Chief Scientist at NMRQL Research. NMRQL is an investment management firm that uses ML algorithms to make adaptive, unbiased, scalable, and testable trading decisions for its funds. In our conversation, Stuart and I dig into the way NMRQL uses ... Show More

In a wide-ranging discussion, RXR CEO Scott Rechler opines on everything from the future of cities to leveraging AI in decision-making to office-to-multifamily conversions. Insights to Share: ·      Commercial real estate investors can find opportunity in a higher-cost environmen ... Show More

In this episode of the Data Science Salon Podcast, we sit down with Kalpan Dharamshi, VP at JP Morgan Chase, and a leader in Machine Learning and Cloud Architecture. Kalpan shares his journey from cloud architecture to AI-driven compliance solutions and how his work is transformi ... Show More

In today's dynamic investment landscape, systematic investing in fixed income markets is gaining prominence by blending fundamental insights with rule-based strategies to optimize performance. This episode of All the Credit® considers how these strategies use data-driven approach ... Show More

This might be our wonkiest topic yet: Techno-economic analysis, or TEA.  Before a startup proves its technology is commercially viable, it models how a technology would work. These TEAs include things like assumptions about inputs, prices, and market landscape. They help investor ... Show More