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In this episode, mining and commodities expert Mikhail Zeldovich joins host Constantin Kogan for a rare deep dive into the real engines of the global economy — critical minerals, geopolitics, and the future of resource investing.From BCG to Rio Tinto to negotiating in Beijing and analyzing assets in remote mining camps, Mikhail brings nearly two decades of on-the-ground experience across metals, energy transition, and global supply chains.He breaks down:⚒️ How he “accidentally” entered mining at BCG — and why he never left
Nov 21, 2025 – AI is rapidly transforming the U.S. economy and energy grid. Jim Puplava and Mark Mills discuss the surge in AI data centers, rising energy demand, skilled trade shortages, and how America can lead the global AI race amid major...
Nov 21, 2025 – Is gold sending an alarm for the broader outlook? Today, on Financial Sense Newshour, Jim Puplava interviews Ron William on how gold's rally is a “bell ringing” for investors, signaling a generational rotation from equities...
Find us at www.crisisinvesting.com In this episode, Doug Casey and Matt discuss various questions from their subscribers. Topics range from the impact of AI on jobs, the enduring value of businesses that AI cannot replace, and the economic implications of universal basic income. They also delve into the 'skyscraper effect' as a predictor of financial downturns in places like Punta del Este, Uruguay. The discussion then shifts to the future prospects of commodities like gold, silver, uranium, and rare earths, and the potential geopolitical impacts of China's dominance in rare earth processing. Other subjects include the state of Uruguay as a plan B destination, particularly in the context of moving there post-pandemic, and the broader implications of transitioning to a war economy. Lastly, they touch on the progress of Doug's 'Higher Ground' novel series and share insights on monetary metals and rare earth mining investments. 00:00 Introduction and Subscriber Questions 00:18 Impact of AI on Business and Employment 01:20 Universal Basic Income and Future of Work 06:53 Embracing AI and Technological Advancements 07:50 Skyscraper Effect and Real Estate Market 13:14 Crisis Investing Sentiment on Commodities 18:17 Rare Earths and Global Production 21:45 Higher Ground Novels and Future Plans 23:24 Monetary Metals and Gold Lending 24:19 The Value of Gold and Counterparty Risk 25:09 War Economy and Its Implications 28:34 US Foreign Policy and Venezuela 32:15 Uruguay: A Step Back in Time 39:20 Plan B Destinations in Europe 43:17 Concluding Remarks and Future Plans
Commodities, AI Demand, and UK Political Turmoil Guest: Simon Constable Simon Constable reported on market trends with energy prices significantly down but metals like copper and steel consistently higher, reflecting strong demand particularly for AI data center construction, while future chocolate prices are projected to rise due to "transcontinental climate change" linking Amazon deforestation to political instability in major cocoa regions like the DRC, and in UK politics, Prime Minister Sir Keir Starmer faces constant internal revolts and distrust due to policy flip-flops, tax increases, and failure to solve the immigration problem. 1911 HAVANA. USS MAINE
CONTINUED Commodities, AI Demand, and UK Political Turmoil Guest: Simon Constable Simon Constable reported on market trends 1916
Brace yourself: gold and silver are gearing up for a major bull market. Don Durrett, Gold and Silver Mining Stock Analyst at goldstockdata.com, breaks down the key signals every investor needs to watch. He explains how silver's upside accelerates as gold rises, outlines possible price scenarios ahead, and examines the structural pressure points forming in the precious metals market. Don also discusses why he believes the U.S. is trapped in a “doom loop” of rising debt, deficits, and money printing.He also dives into the macro picture: how the Ukraine war accelerated a global shift away from Western financial dominance, why mining stocks behave differently from traditional equities, and why only a handful of silver ETFs exist worldwide.Watch the full interview to learn how to navigate the financial stress building ahead and position yourself before the next big move.Check out: https://www.goldstockdata.comWatch the full YouTube interview here: https://youtu.be/rdhjCrKGvdkAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia
Markets rise and fall—but not all cycles tell the same story. What do those ups and downs really mean for your investments?Scripture reminds us in Ecclesiastes 3:1, “To everything there is a season, a time for every purpose under heaven.” Just as God designed natural cycles—the sun, the tides, the seasons—financial markets also move through cycles. While less predictable, these patterns help us understand where we are in the investing journey and how to prepare wisely for what's ahead.According to Mark Biller, Executive Editor at Sound Mind Investing (SMI), the two most common market cycles are known as bull markets (when prices rise) and bear markets (when prices fall). But within those categories lie two distinct types of trends: cyclical and secular.Cyclical vs. Secular: What's the Difference?“The terms might sound fancy,” says Biller, “but they really describe short-term versus long-term cycles.”Cyclical markets are the short-term ups and downs—periods that might last a few months to a few years.Secular markets are the broader, long-term trends that can span decades—often between 10 and 40 years.Think of it like waves on the ocean. Cyclical markets are the smaller waves that move in and out, while secular markets are the larger tides that shape the shoreline over time.Learning from History: Market ExamplesFrom 1968 to 1982, the S&P 500 was essentially flat—a 15-year stretch where inflation eroded nearly 60% of investors' purchasing power. That's what economists call a secular bear market—a long-term period of little to no progress.Yet within that broader season, there were multiple shorter-term bull and bear cycles. Investors who recognized those patterns could navigate the market with more perspective and less panic.The same was true from 2000 to 2009, another decade of overall stagnation in U.S. stocks. “But even then,” Biller notes, “we saw two cyclical bear markets with a five-year bull market sandwiched between them.”The takeaway? Even in long-term downturns, some shorter-term opportunities and recoveries keep markets moving forward over time.Why It Matters—Especially for Bond InvestorsUnderstanding these cycles isn't just an academic exercise. “It's actually more helpful when it comes to bonds than stocks,” Biller explains.That's because bond markets move in much longer secular cycles. From 1982 to 2021, the U.S. enjoyed a 40-year secular bull market in bonds as interest rates steadily declined from 15% to near zero. But since 2020, that trend has reversed. “Interest rates have been rising again,” Biller says, “and that's led to negative returns for many bond investors over the last five years.”This shift could signal the beginning of a secular bear market for bonds—a long period in which rising interest rates make it harder for bonds to perform well.Rethinking the Classic 60/40 PortfolioFor decades, the “60/40” portfolio—60% stocks and 40% bonds—was the gold standard for balanced investing. But in today's environment, that mix may need to evolve.“At Sound Mind Investing (SMI), we've reduced our bond allocation to around 30%,” Biller explains. “We haven't abandoned bonds altogether, but we're diversifying beyond them.”That diversification includes strategies like:Dynamic asset allocation—adjusting investments as market conditions shiftGold and commodities—as hedges against inflationReal estate and energy stocks—for long-term growth potentialAlternative assets like Bitcoin (in small doses), to add further varietyBuilding a Portfolio That Endures Every SeasonWhether markets are bullish or bearish, cyclical or secular, the goal remains the same: build a portfolio that's resilient and rooted in wisdom.Biller's encouragement for long-term investors is simple:“We're not advocating for dramatic changes, but rather thoughtful diversification. The goal is to build portfolios you can stick with through every kind of market season.”That perspective echoes a deeper truth for believers: our ultimate security isn't found in market trends but in God's unchanging character. Markets may rise and fall, but His promises endure forever.Faith, Patience, and PerspectiveUnderstanding both short- and long-term market cycles helps us invest with patience, discipline, and faith—trusting that God is sovereign over every season, financial or otherwise.As Proverbs 21:5 reminds us, “The plans of the diligent lead surely to abundance, but everyone who is hasty comes only to poverty.”In every bull and bear market, we're called to plan wisely, give generously, and trust deeply—knowing that the One who holds the future also holds us.For more practical investing insights and biblical wisdom, visit SoundMindInvesting.org.On Today's Program, Rob Answers Listener Questions:I'm nearing retirement with no debt and some investment savings, but I don't have a pension. Would it make sense to use part of my investments to buy an annuity for guaranteed monthly income in addition to Social Security?I'm in my 70s, retired, and divorced, and much of my income goes toward alimony. How can I balance saving for emergencies while still giving more to the Lord's work, which I see as the greater reward?Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)Sound Mind Investing (SMI)Bulls and Bears, Cyclical and Secular (SMI Article by Mark Biller and Joseph Slife)SMI Dynamic Asset Allocation Model StrategyWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Nov 18, 2025 – Cracks are showing in the AI trade, warns Peter Boockvar. As US tech giants spend up to 50% of revenue on AI, Wall Street grows wary. With China releasing open-source models, Boockvar favors commodities and gold over big tech amid rising uncertainty.
Today, we are talking agricultural markets and the case for investing in agricultural commodities, particularly in ETFS. And why that case is enhanced in the volatile world of today and the perhaps much more volatile world of the future. Our guest is Jake Hanley, Managing Director at Teucrium, a US -based ETF issuer with a specialisation in agricultural commodities.
On today's episode, we welcome back market veteran and Chartered Market Technician Scott McCormick, CMT for a deep dive into the four pillars driving today's financial landscape: Bonds, Equities, Currencies, and Commodities. Scott brings decades of professional trading experience and a razor-sharp macro lens. Together, we'll break down:
- Greg Johnson, TGM TotalGrainMarketing.com- The Gettysburg Address- New Invasive Weed Species- Drew Lerner, WorldWeather.cc ★ Support this podcast ★
Nov 14, 2025 – Chris Hennessey shares tips on maximizing deductions, managing SALT limits, and estate planning essentials before 2026 tax law changes. Don't miss his expert advice for investors and high earners...
Dan Roose of U.S. Commodities joins us to discuss fundamentals, price outlook, risk management and tampering with the cattle market plus Matt Bennett of AgMarket.net shares price action perspective.See omnystudio.com/listener for privacy information.
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Current and future drought talk, La Nina in place and the return of a polar vortex in this discussion with Dr. Eric Hunt of the University of Nebraska Extension.
Highlighting the Black Hawk East livestock judging team. Illinois Farm Bureau Economic and Policy Analyst Raelynn Parmely breaks down last Friday's World Agricultural Demand and Supply Estimates (WASDE report).DTN ag meteorologist John Baranick looks at this weekend's weather forecast for the opening weekend for the firearm deer hunting season.
No episódio desta segunda-feira do BBcast Agro, você confere as principais tendências que devem movimentar os mercados de soja, milho, café e boi gordo. ODestaques do episódio:
Recording date: 14th November 2025The precious metals sector is experiencing a convergence of favorable conditions that veteran investors describe as one of the best commodity setups in decades. At the recent Precious Metals Summit in Zurich, industry leaders including Pierre Lassonde, Frank Giustra, and Marc Faber highlighted observable market fundamentals supporting this outlook: global liquidity at record highs, structural demand emerging from technological infrastructure, and mining companies generating unprecedented cash flows while trading at reasonable valuations.Global liquidity continues expanding despite recent volatility. The People's Bank of China maintains liquidity injections, while the New York Fed has announced plans for substantial liquidity injection into US markets during Q1 2026. The recent government shutdown ending will release capital trapped in the treasury system for over a month. This liquidity expansion creates sustained support for precious metals as fiat currency purchasing power deteriorates.A less obvious but transformative demand driver emerges from artificial intelligence infrastructure development. The US needs to build at least 350 gigawatts of power dedicated to AI infrastructure—equivalent to 50 nuclear power plants—representing a trillion-dollar investment cycle for power generation alone. This excludes electrical grids, transmission infrastructure, and computing hardware. Recent government partnerships with Brookfield, Cameco, and Westinghouse for nuclear facility development signal the beginning of infrastructure spending requiring massive copper, steel, and concrete quantities while necessitating continued government liquidity injection supportive of gold prices.Third quarter 2025 results demonstrated the financial leverage inherent in gold mining operations. AngloGold Ashanti increased quarterly operating cash flow from $300 million to $1.4 billion—more than quadrupling while gold prices doubled. Even accounting for the Centamin acquisition contributing 20% of production, cash flow expansion significantly exceeds gold price appreciation. The company now operates with zero net debt, increased dividends, and strategic flexibility for acquisitions or capital returns while trading at roughly half the valuation of Agnico Eagle Mines despite comparable cash generation.K92 Mining offers equally compelling value, posting six consecutive quarters of free cash flow while organically funding construction of a complete new mill, twin declines, and associated infrastructure. The Phase 3 expansion completing commissioning in Q4 2025 will drive significant cash flow growth as throughput increases with minimal incremental operating costs. Operating costs scale favorably—an 800 tonne per day mill requires similar oversight as a 3,000 tonne per day mill. Market valuations have not yet reflected this coming cash flow expansion, creating opportunity for investors who understand the timeline and trust management execution.The M&A cycle is accelerating as producers with pristine balance sheets deploy capital. Recent examples include B2 Gold taking a 19.9% stake in Prospector Generator (now funded with $40 million for 2026 exploration), Probe Gold's acquisition, New Gold's pending takeover, and Gold Fields committing $50 million to junior investments. The competition for quality assets remains in early stages despite this activity.Investment opportunities span the market capitalization spectrum: established producers generating record profits at reasonable valuations, funded developers approaching major cash flow inflections, and well-backed exploration companies positioned for discoveries. Current Q4 volatility represents tactical entry opportunities before typical Q1 seasonal strength, with multiple fundamental drivers supporting sustained outperformance of real assets over the coming decade.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com
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Don Schaefer with the Mid-West Truckers Association provides a trucking industry update.Monthly visit with Illinois State Treasurer Michael Frerichs. Joe Camp at Commstock Investments previews a new market week.
In this week's Macro Mondays, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends shaping global markets. With US data delayed after the government shutdown, early indicators point to rising recession risk, weaker labour markets, and falling consumer confidence.AI stocks face renewed volatility as major tech names correct sharply, while Japan's yields surge and China continues to slow. Commodities stay mixed—gold and copper hold firm, oil trades in a tight range, and Bitcoin slips into a bear trend as whale selling accelerates.Key highlights include:✅ 88% of Americans now living in states in recession✅ US foreclosures up 20%; subprime auto delinquencies worst in 30 years✅ China industrial production & investment disappoint✅ UK unemployment rises to 5%; growth slips to 0.1%✅ AI stocks unwind: Oracle –36%, Tesla –15%, CoreWeave –37%✅ Japanese bond yields break to multi-decade highs✅ Dollar-yen breaks out on fears of Japanese credit risk✅ Precious metals spike but broad commodity supercycle unlikely✅ Copper & uranium driven by AI-linked power demand✅ Bitcoin enters bear market; volatility accelerates✅ Central banks: Fed cut odds fall below 50% due to missing data
Nov 14, 2025 – Are the days of tech dominance numbered? In this wide-ranging discussion, Jim Puplava and Greg Weldon warn that the so-called Mag 7 tech stocks are faltering, jeopardizing narrow market leadership and exposing investors to...
Precious metals rebound, copper positioning, and insights from the New Orleans Investment Conference This week's Weekend Show dives deep into the current phase...
Nov 14, 2025 – Amid mounting concerns about market liquidity, Financial Sense's Chris Puplava explains why the Federal Reserve may soon intervene to stabilize short-term funding. As the Fed shrinks its balance sheet, reserves risk falling from “ample” to...
Nov 14, 2025 – Are the Magnificent 7 tech stocks losing their crown? In this timely interview, Jim Puplava sits down with Market Gauge's Mish Schneider to decode the major rotations shaking the markets...
The US economy is in the midst of a “handover” from a fiscal expansion to a credit expansion, says Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets. What does that mean for portfolios – and where are the biggest opportunities now? Sehgal discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on November 13, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. © 2025 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
"The More You Know" - Robin Deal A million-gallon-a-day perspective, distilled into actionable steps. Robin Deal, AquaPure Product Manager at Hubbard-Hall unpacks how seasoned pros can squeeze more performance—and less sludge—out of industrial wastewater systems without compromising compliance or plant uptime. From "clear water in a jar" to stable discharge in the field Robin details a practical jar-testing workflow: start from upstream processes, target pH using hydroxide/sulfide solubility curves, choose the right coagulant (aluminum, iron, calcium, lanthanum, or organics), and validate against metals/COD/BOD/phosphorus before scaling. The test bench isn't the finish line; it's the feasibility gate when you're treating 150,000+ gpd. Lean wastewater: cost center or controllable system? Commodity choices (lime, alum, ferric) can generate 70–85% more sludge than optimized blends—driving hazardous waste hauling, clogging lines, and shortening pump life. Robin reframes the "penny-per-pound" price war into a total-system economics conversation: sludge recyclability, maintenance cycles, and realistic break-even targets. PFAS: remove now, plan to destroy For hex-chrome platers and other industrial dischargers, Robin shares near-term and emerging options: carbon filtration for immediate removal, evaporation/condensation where capital exists, and destruction pathways under evaluation—advanced oxidation, electrochemical oxidation, "thermobotic agglomeration," and ball milling—with an eye on evolving limits and cost realities. One Water thinking for manufacturers "Water is water." Robin introduces the One Water mindset for plant leaders: tighten internal loops, reduce community draw and discharge impact, and align non-contact, potable, and wastewater under one stewardship model. It's not a club—it's a decision framework that's already influencing global brands and drought-stressed regions. Treat each round of testing as a hypothesis check, each chemical as a system lever, and each gallon as a shared resource. That's how leaders turn compliance into predictable results. Stay engaged, keep learning, and continue scaling up your knowledge! Timestamps 16:45 - Trace Blackmore shares insights on current industry events, an upcoming conference, the "magic button" idea for user-friendly wastewater control and announces The Hang to build community engagement 17:50 - Water You Know with James McDonald 23:04 - Interview begins: Robin Deal introduced as AquaPure Product Manager, origin story and family context 28:12 - First Jar Test Story 32:17 - Jar testing Workflow 42:34 - One Water concept 54:12 - Regulations Quotes "Just say yes to the job." "Lime is not a lean." "Best available technology does not mean best economic." "So just deep breath, stay calm and do the best that we can do and wait for those regulations to come out because they are coming" "Turn off the water in the polymer tank." Connect with Robin Deal Email: robin.renee47@yahoo.com LinkedIn: www.linkedin.com/in/robin-deal https://www.linkedin.com/company/hubbard-hall-inc./ Guest Resources Mentioned The Wandering Inn: Book One in The Wandering Inn Series by pirateaba Water Reuse Organization American Water Works Association Water Environment Federation Scaling UP! H2O Resources Mentioned AWT (Association of Water Technologies) Scaling UP! H2O Academy video courses Submit a Show Idea The Rising Tide Mastermind Start With Why Simon Sinek TedTalk The 6 Types of Working Genius: A Better Way to Understand Your Gifts, Your Frustrations, and Your Team by Patrick M. Lencioni James McDonald's Be Like Water Series Drop by Drop: Articles on Industrial Water Treatment by James McDonald Water You Know with James McDonald Question: What is the device called that is installed on the effluent line of an ion exchange unit to prevent resin from ending up downstream where it doesn't belong? 2025 Events for Water Professionals Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.
Interview recorded - 13th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Wasif Latif. Wasif is the President and CIO of Sarmaya Partners, with 25 years of investment experience, managing equity, global multi-asset and multi- manager portfolios in mutual funds and ETFs, wealth management and institutional portfolios.During our conversation we spoke about his market outlook, the return to tangibles, return of inflation, oil in 2026, commodities continue to run and more. I hope you enjoy! 0:00 - Introduction1:32 - Overview of markets8:58 - Driver of inflation?13:30 - Global or US trend?18:50 - Oil in 2026?22:38 - Importance of Oil & Gas26:48 - Commodities peaked?36:33 - One message to takeaway?Wasif has over 25 years of investment experience, managing equity, global multi-asset and multi- manager portfolios in mutual funds and ETFs, wealth management and institutional portfolios. Built and launched ETFs, mutual funds and managed account platforms.Wasif Latif -Website - https://sarmayapartners.com/ETF - https://sarmayaetf.com/X - https://x.com/sarmayakar24?s=21&t=vCJTBKSb-nIJ8eFKe0YAxgWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://www.miningweekly.com/article/bhp-mega-bid-and-10-000-copper-expose-minings-biggest-problem-2024-04-29
Iowa Senator Charles Grassley doesn't expect Congress to dictate how USDA offers financial assistance to farmers this year. Grassley told reporters he hopes China keeps their word on soybean purchases. Commodity prices fall after record yields are forecast for this year.
USDA Crop Production Report Day- Mike Zuzolo, GlobalCommResearch.com- Eric Snodgrass, NutrienAgSolutions.com ★ Support this podcast ★
"Seven with Kevin" featuring Illinois Farm Bureau Executive Director of Governmental Affairs and Commodities Kevin Semlow. Update from Asgrow Technical Agronomist Lance Tarochione.RFD Radio affiliate and IHSA segment with Shawn Temple from WMOI/WRAM.Pigskin Pickins' with DeLoss, Jim and RFD Radio content coordinator Collin Schopp.
Commodity Markets and UK Political Instability. Simon Constable analyzes rare earth markets, noting China's dominance is achieved through undercutting prices and buying out competitors. Prices for key industrial commodities like copper and aluminum are up, indicating high demand. Constable also discusses UK political instability, noting that Labour Prime Minister Keir Starmer lacks natural leadership and confidence. The major political driver for a potential leadership change is the party's broken promise regarding income taxes, which severely undermines public trust before the next election, 1941
Commodity Markets and UK Political Instability. Simon Constable analyzes rare earth markets, noting China's dominance is achieved through undercutting prices and buying out competitors. Prices for key industrial commodities like copper and aluminum are up, indicating high demand. Constable also discusses UK political instability, noting that Labour Prime Minister Keir Starmer lacks natural leadership and confidence. The major political driver for a potential leadership change is the party's broken promise regarding income taxes, which severely undermines public trust before the next election,
November 13, 2025 – Robots are leaving the realm of science fiction and entering our homes, transforming everyday life. Today, on FS Insider, Cris Sheridan interviews Nick Pardini at Davos Investment Group about the rapid advancements in autonomous robotics and their societal impact. They discuss how breakthroughs in robotics, combined with AI, are making household tasks like cleaning, cooking,...
Panelists - Shane Holtorf, LogicAg.com - Chip Nellinger, BlueReefInc.com - Brian Stark, AndersonsGrain.com ★ Support this podcast ★
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In this episode, we discuss how investors have poured into gold – but they may also see compelling benefits from a broad-based commodity allocation. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to www.pimco.com/gbl/en/general/legal-pages/podcast-disclosures
Illinois Farm Bureau Vice President Evan Hultine and IFB Assistant Director Policy Development and Advocacy Allie Speer discuss the resolutions process leading up to the IFB Annual Meeting in December. An update on the Illinois Ag Leadership Foundation Class of 2027.
Why don't more energy & resource companies have trading arms? For that matter, why don't more sectors trade? Chips, drugs even real estate? Why are CEOs reticent to set up trading platforms and what are the barriers to entry? What sectors would benefit most from trading? And more broadly, how have those firms who have launched trading arms in the energy and commodities trading sector fared over the last five years? How has this development both changed and shaped the opportunities out there? Our guest is Antti Belt, Partner at BCG, focused on commodities, and also a research fellow at the Henderson Institute. We are discussing his paper, alongside his colleagues, the hidden $3 trillion profit opportunity for CEOs, that by learning to think like traders and hedge funds, CEOs can tap value opportunities that are currently left on the table. To read the paper visit:https://www.bcg.com/publications/2025/hidden-3-trillion-profit-opportunity-for-ceos
Today on the Digging in Podcast. Meet TaylorAnn Washburn, MOFB's new Director of Marketing & Commodities. The northwest Missouri native has had a great career leading up to serving on the MOFB team. Members will see her at the annual meeting, and they'll have more time to visit with her, and hear her expertise during the MOFB Winter Educational Series. Subscribe wherever you listen to podcasts to have Digging In sent directly to your smart device each time it's released! Host: Janet Adkison, Missouri Farm Bureau Director of Public Affairs Guest: TaylorAnn Washburn, Missouri Farm Bureau Director of Marketing & Commodities Producer: Jacob King, Missouri Farm Bureau Video & Audio Media Specialist
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Nov 11, 2025 – Curious about the future of U.S. housing? Dr. Selma Hepp, Chief Economist at Cotality, dissects the latest data and forecasts for the U.S. housing market. Dr. Hepp notes a continued slowdown in home price appreciation...
Nov 10, 2025 – Struggling with sleep? Discover how the lighting in your home might be subtly impacting your health in this enlightening discussion between Dr. Mike Haga and Jim Puplava, as they delve into the latest research on light spectrum and intensity...
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Exchange Traded Funds in commodities are now a part of the investment picture. Jake Hanley explains them as we look at the bridge between Wall Street and Main Street.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.✅ Today's Focus: Trump's $2,000 Tariff Dividend & Inflation Risks
Sal Gilbertie, chief executive officer at Teucrium Trading — which runs several commodity specific ETFs, like the Teucrium Soybean fund — says that while tariffs are being blamed for high prices for goods like coffee, cocoa, beef and more, it's actually the weather and long droughts in certain key growing areas that have steadily increased prices over several years. Still, Gilberties says tariffs have had an undeniable impact, some of it negative — with trading partners losing trust in the United States — some of it positive, because commodities are still moving around world markets. He says that investors who can stomach the volatility should be leaning into the headlines for opportunities, rather than fearing bad news impacts. David Trainer, president of New Constructs, says that tech giants are using mountains of cash to develop and build opportunities in artificial intelligence, but he notes that such huge spending can't go on forever while waiting for the payoff, and he identifies Amazon, Meta and Oracle as three of the big players who may not have the capital to win what he calls "the A.I. arms race." In the Market Call, Mark Travis, president and chief executive officer at Intrepid Capital Management, talks about how he looks "for businesses that people need" — like beer, shoes and underwear — but at the right price and discounted cash flow to be consistent, long-term gainers.
Nov 7, 2025 – Financial Sense welcomes Marc Chandler, chief strategist at Bannockburn Capital Markets, to discuss the outlook for the US dollar, why a gold revaluation to market prices makes sense, and his broader outlook for...