Margin Call Podcast
1) Will ERCOT have a summer version of their winter woes? | Josh Aldridge on Margin Call
Don’t look now, but ERCOT’s summer capacity forecast isn’t too promising with peak demand projected to hit a new record of over 77,000 MW. Will ERCOT have a summer version of their winter woes? Ident...Show More
Will ERCOT have a summer version of their winter woes? | Josh Aldridge on Margin Call
1:17:13 | Jun 4th, 2021
2) Is green (energy) the new black (for oil demand)? | Eric Dixon Part 2 on Margin Call
Is green (energy) the new black (for oil demand)? Gas demand may fall, but diesel demand more than offsets losses from electrification. Narratives are often written by those in power, but who bene...Show More
Is green (energy) the new black (for oil demand)? | Eric Dixon Part 2 on Margin Call
51:46 | May 28th, 2021
3) Is green (energy) the new black (for oil demand)? | Eric Dixon on Margin Call
Gas demand may fall, but diesel demand more than offsets losses from electrification. Narratives are often written by those in power, but who benefits and what is the impact to oil price? If econo...Show More
Is green (energy) the new black (for oil demand)? | Eric Dixon on Margin Call
56:17 | May 21st, 2021
4) Interview with Joshua Aldridge | Sentient Energy on Margin Call Podcast
- We wanted to understand what really happened with grid operations during the Polar Vortex, so we called on Josh. - What we discovered will surprise and shock you even more. - You can be mad or you...Show More
5) Human Capital Part 2 | Interview with Paul Chapman of Human Capital on Margin Call
There is a talent gap in trading given the changes in the market. We talk about how someone starts a career in trading today. We also talk about how organizations should be looking to find and retain ...Show More
Human Capital Part 2 | Interview with Paul Chapman of Human Capital on Margin Call
52:59 | Apr 30th, 2021
6) Human Capital Part 1 | Interview with Paul Chapman of Human Capital on Margin Call
We explore the history of the talent side of the commodity cycles. From the early days of merchant trading to banking led energy trading and now back to merchant traders and all the events that chang...Show More
Human Capital Part 1 | Interview with Paul Chapman of Human Capital on Margin Call
50:45 | Apr 23rd, 2021
7) Sing a new song? Same as the old song? on Margin Call Podcast
Topics: - Crude oil prices - Inflation scaring up commodity super cycle - Woke financing - the demonization of Oil & Gas - A preview of our next couple of episodes
8) Food as Fuel on Margin Call
Topics: - Context of the electric grid problems in Texas last week is the distortive nature of renewables in the generation mix. - We cover the role renewables have played in the fuel supply in the Et...Show More
9) Peddlin’ Pipe Dreams: The Saga of the Keystone XL Pipeline | Margin Call
- A discussion following the Presidential EO dated 1/20/2021 revoking permit for Keystone XL pipeline - Clarification of the extent of the permit - a section from Edmonton, AB to Steele City, NE - We ...Show More
Peddlin’ Pipe Dreams: The Saga of the Keystone XL Pipeline | Margin Call
59:36 | Feb 12th, 2021
10) Predators Ball: Part 2 on Margin Call Podcast
Continuation of the GME short squeeze and fallout one week later. Who really was the predator and the prey in this situation? Are financial markets rigged against the retail investor? - Institutio...Show More