More jawad and more Jonathan goldberg!

Bring him back please! Yes, more on oil and gas to balance the gold.

I'd also love to hear more interviews hosted by Jawad. I love R

On of my favorites. More Commodities traders across the complex. Such nuanced markets. We've got Gold covered. On to great traders in Energy, Ags and softs. Fantastic!

This was a great interview, surely one I will keep on my "watch later" page for viewing once again later. And the guy interviewed from BBL was excellent, I very much enjoyed hearing his story and how he came up in the oil trading business, particularly since I am principally an oil trader myself. Great job guys, and keep up the good work!

Excellent!

Love the incredibly nuanced discussion on the oil and gas markets. A lot of little comments that have profound implications. This will be one to watch again and again.

Excellent interview. From both sides

Great interview. Always interesting to hear the story of a good trader and get insight on their setup, market approach, etc. A good reminder of how much work and effort goes into being a successful tr

I was hoping to find a Twitter presence for Jonathan Goldberg but I didn't. Anyone?

This was a very insightful interview. One of the comments I found interesting is when he suggested the cost structure of shale has come down but the cash flow still isn't there which he felt was fine as long as funding markets are friendly (low interest rates, tight credit spreads, and an arguably generous equity market). Taken in conjunction with Jawad's question on depletion rates, this becomes a bit more relevant. A company that has a high decline rate and isn't able to replace its reserves by converting existing resources to reserves is surely problematic. In an environment where production costs rise and fall in line with WTI (albeit with leads and lags), is it wrong to suggest the state of credit and equity markets are likely to be more relevant for shale producers that cannot convert resources to reserves to replace the depletion of existing production?

I didn't know young Tom Hanks was an oil trader... Good interview!

Very interesting interview. Jawad does an admirable job as an interviewer (not that Grant or Raoul need to worry, but Jawad would be a welcome regular as far as interviewers go!).