MS
Matt Smith
Person
Matt Smith is a director of commodity research at Kepler who tracks the movement of every barrel of oil.
2 episodes featuring Matt Smith
Office Hours with Prop G
Press restrictions and AI competition reshape the political outlook
The episode links attacks on press access, platform battles in AI, war, trade, and economic insecurity to the stakes of the coming midterms.
Sep 25, 2026 · 24 min
Prof G Markets
Hormuz uncertainty rattles oil markets as betting faces backlash
The episode connects geopolitical risk, speculative consumer finance, and AI fears to a broader problem of forecasting consequences before they arrive.
Sep 23, 2026 · 33 min