00:00:00 - Inventory Balance and Price Extremes
00:00:50 - Background and Commodities Trading Experience
00:05:11 - First Principles of Commodity Markets
00:15:04 - Natural Gas Price Volatility
00:17:20 - Why US Gas Prices Are Low
00:22:10 - Gas Vegas and Market Price Spikes
00:30:05 - U.S. Natural Gas Supply and Demand
00:32:17 - The Shale Revolution and Coal-to-Gas Switching
00:34:17 - Trading Strategy and the Silver Market
00:45:58 - Market Positioning and the Duck Curve
00:47:37 - LNG Exports and the Future of Gas Trading
00:50:21 - Trading Time Horizons and Closing Advice