# Setting Course 2026 Episode 4 | Robert Friedland, Executive Co-Chairman of Ivanhoe Mines & Co-Founder, Chairman, and CEO of I-Pulse and Jeff Currie, Chief Strategy Officer of Energy Pathways, Carlyle

Page: https://stenobird.com/podcast/smartermarkets-1365693/setting-course-2026-episode-4-robert-friedland-executive-co-chairman-of-ivanhoe-mines-co-founder-chairman-and-ceo-of-i-pulse-and-jeff-currie-chief-strategy-officer-of-energy-pathways-carlyle
Text version: https://stenobird.com/podcast/smartermarkets-1365693/setting-course-2026-episode-4-robert-friedland-executive-co-chairman-of-ivanhoe-mines-co-founder-chairman-and-ceo-of-i-pulse-and-jeff-currie-chief-strategy-officer-of-energy-pathways-carlyle.md
Podcast: [SmarterMarkets™](https://stenobird.com/podcast/smartermarkets-1365693)
Published: 2026-01-31T14:00:00+00:00
Episode link: https://smartermarkets.podbean.com/e/setting-course2026episode-4robert-friedlandexecutiveco-chairman-ofivanhoe-minesco-founder-chairman-and-ceoof-ipulse-andjeffcurrie-chiefstrategy-office/
Audio file: https://mcdn.podbean.com/mf/web/7wbp3emk4n37fdys/SM268_RobertFriedland_JeffCurrie_Mix1_20260128.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/smartermarkets-1365693/episodes/setting-course-2026-episode-4-robert-friedland-executive-co-chairman-of-ivanhoe-mines-co-founder-chairman-and-ceo-of-i-pulse-and-jeff-currie-chief-strategy-officer-of-energy-pathways-carlyle
Duration seconds: 3394

## Resource

We wrap up Setting Course 2026 this week with part two of our conversation with Robert Friedland and Jeff Currie. Robert is Executive Co-Chairman of Ivanhoe Mines and Co-Founder, Chairman, and CEO of I-Pulse. Jeff Currie is Chief Strategy Officer of Energy Pathways at Carlyle. David Greely sits down with Robert and Jeff to discuss what's happening at Davos, what the revenge of the miners and the real economy means for copper and other commodity prices, and the other big themes that Jeff is seeing for 2026 and beyond. We'll pick up with last week's conversation as Jeff discusses how the need to build out infrastructure for AI data centers is leading traditionally asset-light big tech companies to become asset-heavy.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/smartermarkets-1365693/episodes/setting-course-2026-episode-4-robert-friedland-executive-co-chairman-of-ivanhoe-mines-co-founder-chairman-and-ceo-of-i-pulse-and-jeff-currie-chief-strategy-officer-of-energy-pathways-carlyle/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/smartermarkets-1365693/setting-course-2026-episode-4-robert-friedland-executive-co-chairman-of-ivanhoe-mines-co-founder-chairman-and-ceo-of-i-pulse-and-jeff-currie-chief-strategy-officer-of-energy-pathways-carlyle.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.