Kelly talks to Mark Campanale, the founder and executive chairman of the Carbon Tracker Initiative. Mark explain why he thinks oil prices will ultimately head much, much lower; what kind of future returns investors should expect from Exxon and the other oil and gas majors; and the key metric to watch for when oil prices start to turn bearish. He also gives his best "ESG" investing advice--and why to avoid many of the funds.

Kelly sits down with Toby Rice, the CEO of EQT Corp., the biggest natural gas producer in the country. We talk about his career journey, from starting his eponymous firm with his brothers, to selling to EQT and later coming back--after a proxy battle--as CEO of the company in 2018. We look at why natural gas prices are so much higher in New England than other parts of the country, what can be done to solve that, and where the natural gas industry is headed. Toby also explains why he believes natural gas offers the best opportunity in the near term to confront climate change.