Alex Chandy And George Paraskevopoulos Podcasts

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? Identifying the root cause of Texas power problems isn’t as easy as many are led to believe, but just how many factors are contributing to situation, and wh…

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 benefits and what is the impact to oil price? If economic incentives are discouraged to produce traditional energy, how does this impact price and the environ…

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 economic incentives are discouraged to produce traditional energy, how does this impact price and the environment? These topics and more explored by George P. …

- 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 can be informed. - This is part 1 of a multi-part episode.By Alex Chandy and George Paraskevopoulos

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 talent in today's environment. The secular trends causing the talent shortage. We also tackle the challenge of achieving diversity of thought and back…

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 changed the mix of the participants in energy/commodity trading. We also talk about how compensation has changed over this time and expectations of people w…

Topics: - Crude oil prices - Inflation scaring up commodity super cycle - Woke financing - the demonization of Oil & Gas - A preview of our next couple of episodesBy Alex Chandy and George Paraskevopoulos

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 Ethanol and Biodiesel industries. - How government subsidized renewables have created a rent seeking monster in big agriculture, who are now a permanent…

- 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 discuss what Enbridge has done to date in adding capacity from Canada to Cushing, OK. And why this matters. - Is this really a big deal or simply a po…

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? - Institutions Paying for retail order flow. Free Commission brokerage is like free social media. The customer is the product being sold into an execution advantage/f…

Pop up episode to talk about the recent price action relating to Gamestop shares on the equity exchanges. Retail versus the elite investors. Hedge Funds taking a serious beating from the unwashed masses. We explore how this little dust up is a microcosm of the sentiment in the country between the street and the elite institutions.…

We look at the ramifications of blockchain and crypto currencies and what needs to happen for them to scale to challenge the existing order. What does the transition to a Peer to Peer network for transactions do to third party facilitators of commerce like banks and credit cards? What are the benefits of this happening? What are the drawbacks? How …

We take a trip through the following: - History of crypto-anarchists and cypher-punks from the 1980s. Founding developers of DoD sponsored ARPANET, the predecessor to the Internet. - The protocol used to create BitGold that became Bitcoin - The paradigm for understanding value is usually via visual sensory input or because everyone agrees that some…

- An old testament biblical style story of rise, pride and ensuing fall. - Center of an era filled with Young smart and ambitious people working at these uber trading firms in Houston that dominated energy trading around the world. Downtown renaissance. Energy firms were putting technology innovations out that rivaled what Silicon Valley was doing …

Topics: - CFTC interim staff report on negative WTI Futures prices released 11/23/20 - Already causing dissension amongst CFTC commissioners for not being prescriptive enough to point fingers at those who may have benefited - Reads like a freshman economics book report. “Dog ate my homework.” - The faustian bargain struck with Algorithms for market…

The journey goes deeper into the mechanism of markets and how futures markets work. The global network of energy markets and how they are self correcting because of relationships of product value over time, location and quality.By Alex Chandy and George Paraskevopoulos

Topics: - Market context and musings - The Turtles (Richard Dennis and Bill Eckhardt - Original Duke Brothers of “Trading Places bet” fame) - Marc Rich (Sanctions busting and the rise of the Swiss Trading Giants) - Andrew Hall & Phibro. Mr. $100MM - John W. Henry. Exploiting edge. From commodity futures to the Boston Red Sox and Liverpool FC - Bill…

Topics: - Market context/musings - Price of first barrel of crude pulled at Titusville in context. Or “Whale oil was the butterfly that unleashed the Tsunami.” - The seven sisters. - Rockefeller and Standard Oil, Louis Brandeis & Teddy Roosevelt - “Standard Oil of NJ and Standard Oil of California” - War machines. First Lord of the Admiralty - Wins…

Welcome to margin call Connect with George Connect with Alex This is Margin Call – A podcast that explores the oil markets. We pull the pieces together to talk about how every cut of the barrel is marketed and why prices behave the way they do. With your guides Alex Chandy and “Big” George Paraskevpoulos.Topics: – Introduction to Alex and George – …