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SmarterMarkets
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Commodities and macro structural change.

In the last 30 days, SmarterMarkets produced 36 attributed ideas.

4
Ideas · 7d
36
Ideas · 30d
411
Ideas · all time
67
Episodes

Theses first heard here · 14

High-excitement, low-trust era for techFIRST HEARD 17 OCT
Asia's gold market financialization driven by three trendsFIRST HEARD 15 AUG
Iranian drone capabilities as escalating threatFIRST HEARD 7 MAR
Manufactured oil surplus misreads SPR and China stockpilesFIRST HEARD 5 FEB
Structural copper supply deficit loomsFIRST HEARD 24 JAN
Latest attributed ideas · most recent first
24 OCT3D AGOGlobal Upheaval in Energy Markets Episode 1 | Helima Croft, Managing Director & Head of Global Commodity Strategy & MENA Research, RBC Capital Markets
No slack in global refinery system
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24 OCT3D AGOGlobal Upheaval in Energy Markets Episode 1 | Helima Croft, Managing Director & Head of Global Commodity Strategy & MENA Research, RBC Capital Markets
Infrastructure de-risking challenged by drone warfare
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24 OCT3D AGOGlobal Upheaval in Energy Markets Episode 1 | Helima Croft, Managing Director & Head of Global Commodity Strategy & MENA Research, RBC Capital Markets
China's strategic stockpiling as prudent risk management
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24 OCT3D AGOGlobal Upheaval in Energy Markets Episode 1 | Helima Croft, Managing Director & Head of Global Commodity Strategy & MENA Research, RBC Capital Markets
Build storage closer to customers
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17 OCT1W AGOSpecial Episode | SmarterMarkets Update: The State of AI with Dr. Tricia Wang, Co-Founder & CEO, Advanced AI Society
Verifiable AI as the enterprise adoption key
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17 OCT1W AGOSpecial Episode | SmarterMarkets Update: The State of AI with Dr. Tricia Wang, Co-Founder & CEO, Advanced AI Society
Crypto's verification tech as latent AI infrastructure
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17 OCT1W AGOSpecial Episode | SmarterMarkets Update: The State of AI with Dr. Tricia Wang, Co-Founder & CEO, Advanced AI Society
AI psychosis as a business risk
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17 OCT1W AGOSpecial Episode | SmarterMarkets Update: The State of AI with Dr. Tricia Wang, Co-Founder & CEO, Advanced AI Society
Human judgment in, human out of the loop
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17 OCT1W AGOSpecial Episode | SmarterMarkets Update: The State of AI with Dr. Tricia Wang, Co-Founder & CEO, Advanced AI Society
Proof of Control standard for agentic society
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17 OCT1W AGOSpecial Episode | SmarterMarkets Update: The State of AI with Dr. Tricia Wang, Co-Founder & CEO, Advanced AI Society
Enterprise AI adoption blocked by siloed knowledge
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17 OCT1W AGOSpecial Episode | SmarterMarkets Update: The State of AI with Dr. Tricia Wang, Co-Founder & CEO, Advanced AI Society
Crypto primitives as AI defense tools
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10 OCT2W AGOCatching Up On Climate 2026 Episode 3
Nuclear power's return as the pragmatic decarbonization path
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10 OCT2W AGOCatching Up On Climate 2026 Episode 3
Energy security now drives decarbonization over sustainability
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10 OCT2W AGOCatching Up On Climate 2026 Episode 3
Security of supply, not carbon pricing, drives decarbonization
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10 OCT2W AGOCatching Up On Climate 2026 Episode 3
CBAM weaponizes climate policy into trade wars
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10 OCT2W AGOCatching Up On Climate 2026 Episode 3
EU's Green Deal faces political and cost backlash
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10 OCT2W AGOCatching Up On Climate 2026 Episode 3
Climate policy is now driven by political extremes
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10 OCT2W AGOCatching Up On Climate 2026 Episode 3
China and EU on track for net zero, US is the outlier
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10 OCT2W AGOCatching Up On Climate 2026 Episode 3
US Paris exit is pragmatic, not just ideological
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10 OCT2W AGOCatching Up On Climate 2026 Episode 3
China's green tech lead creates a Paris advantage
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10 OCT2W AGOCatching Up On Climate 2026 Episode 3
Net zero 1.5°C target is politically alive but practically dead
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3 OCT3W AGOSpecial Episode | Scenes from the IETA North America Climate Summit 2026
Compliance markets roaring back, driving demand
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3 OCT3W AGOSpecial Episode | Scenes from the IETA North America Climate Summit 2026
Lack of project finance standards stifles development
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3 OCT3W AGOSpecial Episode | Scenes from the IETA North America Climate Summit 2026
Scope 3 standard unlocks supply chain decarbonization capital
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3 OCT3W AGOSpecial Episode | Scenes from the IETA North America Climate Summit 2026
Regulatory fragmentation delays project cash flows
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3 OCT3W AGOSpecial Episode | Scenes from the IETA North America Climate Summit 2026
Policy divergence: financial firms exit, countries stay
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3 OCT3W AGOSpecial Episode | Scenes from the IETA North America Climate Summit 2026
AI and digitization as tools for carbon market integrity
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3 OCT3W AGOSpecial Episode | Scenes from the IETA North America Climate Summit 2026
Global ETS network forming, led by EU model
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3 OCT3W AGOSpecial Episode | Scenes from the IETA North America Climate Summit 2026
Legal title gap hinders carbon credit financialization
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3 OCT3W AGOSpecial Episode | Scenes from the IETA North America Climate Summit 2026
Carbon markets need insurance-like permanence trust
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION