Today we had a fantastic guest join us, Ted Nordhaus. Ted is the Founder and Executive Director of The Breakthrough Institute and a co-author of " An Ecomodernist Manifesto" as well as " The Death of Environmentalism." Ted has spent his career advocating for technical solutions to environmental problems and is a thought leader on energy, the environment, and global climate. We covered a lot of territory in our time together and were thrilled to visit with him! 

The Breakthrough Institute is a global research center that seeks innovative technological solutions to environmental and human development challenges. We enjoyed learning more about their areas of impact and in our discussion we also touched on Ted's observations on the current state of the environmental world, his recent article in Foreign Policy, the issues with denying developing countries resources and infrastructure to use fossil fuels, Ted's very talented family and its legacy in the environmental world, the geopolitical implications of which countries are funding developing nation's energy growth, nuclear as a prime example of technology that has both scale and impact, the deregulatory movement needed to fix seventies era environmental laws that are still in place, and much more. We could have continued for much longer and greatly appreciate Ted for joining. 

In our upfront discussion,  Mike Bradley shared bond, commodity and equity performance from the past week noting the widest inversion of two and ten-year US government bond yields since 2000, natural gas pricing's tie to demand over the next few weeks, midterm elections, and COP 27.  Colin Fenton zoned in on oil and gas prices, specifically the difference in probability for NYMEX and WTI prices over the next few weeks compared to 2023. We also had Veriten's nuclear champion  Brett Rampal join for today's session. 

We hope you will enjoy the session as much as we did. Thanks to you all!