Podcasts about commodities

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    Best podcasts about commodities

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    Latest podcast episodes about commodities

    Financial Sense(R) Newshour
    Jeff Christian on Plan to Revalue US Gold Reserves, Metals Outlook (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Aug 13, 2025 2:58


    Aug 12, 2025 – As uncertainty over trade and policy continues, discover why one of the world's top metals analysts believes the bull market in gold and silver is far from over. FS Insider interviews Jeff Christian for an in-depth discussion on gold...

    Titans of Foodservice
    The Building of J.T.M Food Group with One of the Original Titans of Commodity Processing, Brian Hofmeier, VP of J.T.M Food Group

    Titans of Foodservice

    Play Episode Listen Later Aug 13, 2025 46:07 Transcription Available


    In this episode of Titans of Foodservice, host Nick Portillo explores the remarkable journey of Brian Hofmeier, Vice President of J.T.M Food Group, whose leadership has transformed the company's food service division from just 10% to an impressive 95% of total sales. Hoffmeier shares key milestones from his 30-year career, including his instrumental role in launching the groundbreaking commodity processing program for the K12 sector, now a national standard in school food service. Listen as Nick and Brian take a deep dive into the strategies, innovations, and insights that have shaped both Hoffmeier's legacy and the broader food service industry.TIMESTAMPS00:00 - Intro04:12 - Brian Hoffmeier's Journey into Food Service10:56 - The Evolution of JTM's Food Service Business27:29 - Navigating Change in the Food Industry36:22 - The Cost of Innovation37:42 - The Cost of Ingredients in Food ServiceRESOURCESPortillo SalesCONTACT Nick: nick.portillo@portillosales.com

    The Health Ranger Report
    Brighteon Broadcast News, Aug 12, 2025 – Trump to FEDERALIZE D.C. and may deploy forces to BLUE CITIES

    The Health Ranger Report

    Play Episode Listen Later Aug 12, 2025 140:18


    - Trump-Putin Meeting and Historical Context (0:10) - Trump's Negotiation Challenges (5:04) - Zelensky's Stance and European Leaders' Support for War (9:03) - False Flag Operations and Government Staged Massacres (11:09) - Trump's Economic Policies and Microchip Sales to China (17:54) - Trump's Takeover of DC and National Guard Deployment (29:37) - Luke Rudowsky Interview and Polish Politics (36:12) - Trump-Putin Meeting and Geopolitical Implications (49:18) - Gold Revaluation and Financial Strategies (54:35) - Operation Warp Speed and Population Reduction (1:11:31) - Verifying and Trusting Numbers (1:20:52) - Historical Context and Gold Valuation (1:26:14) - Physical Gold and Silver Ownership (1:27:51) - Practical Solutions for Gold and Silver Ownership (1:29:22) - Legal and Practical Storage Methods (1:39:59) - Commodities and Supply Chain Disruptions (1:57:50) - Preparing for Potential Crises (2:11:20) - Resources and Affiliates (2:14:32) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com

    1000 Hours Outsides podcast
    1KHO 547: How to Keep Youth Sports from Turning Kids into Commodities | Brian Smith and Ed Uszynski, Away Game

    1000 Hours Outsides podcast

    Play Episode Listen Later Aug 12, 2025 52:45


    Youth sports have evolved from casual neighborhood games to a multi-billion-dollar industry where kids are often treated as commodities. In this episode, Brian Smith and Ed Uszynski, authors of Away Game: A Christian Parent's Guide to Navigating Youth Sports, delve into how today's sports culture is pressuring kids to perform rather than enjoy play. They reflect on the rise of elite programs, the loss of amateurism, and the overwhelming influence of money on what was once a simple, joyful part of childhood. With raw honesty, they discuss the impact of this commercialization on kids' mental health, relationships, and desire to continue participating in sports. As parents, we are often caught in a cycle of pushing our kids to be the best, sometimes at the expense of their happiness and self-worth. Brian and Ed share the “silent killer” of kids' love for sports— the dreaded car ride home after the game, where criticism often replaces celebration. They discuss why it's crucial to shift the focus from winning at all costs to fostering character, emotional resilience, and healthy self-expression. Tune in for a thought-provoking conversation about reclaiming joy, the importance of play, and how we, as parents, can break free from the youth sports industrial complex to allow our children to truly thrive. Get your copy of Away Game here Learn more about your ad choices. Visit megaphone.fm/adchoices

    Financial Sense(R) Newshour
    Medicine 3.0: How Wearable Tech and AI Could Change Your Life

    Financial Sense(R) Newshour

    Play Episode Listen Later Aug 12, 2025 32:21


    Aug 11, 2025 – Discover the cutting edge of personalized health technology on this episode of the Lifetime Planning Show! Financial Sense founder Jim Puplava dives deep into how wearables are transforming early detection, prevention, and...

    Trader Merlin
    The B.E.C.C. Report! with Scott Mc Cormick - 08/12/25

    Trader Merlin

    Play Episode Listen Later Aug 12, 2025 55:15


    The B.E.C.C. Report! with Scott Mc Cormick - 08/12/25 Discord Channel: https://discord.gg/pqKsMKp6SA LIVE today at 2 pm PT on Trader Merlin Today's episode brings deep-market insight with Scott McCormick, CMT, as he breaks down the week's trends across Bonds, Equities, Commodities, and Currencies—the whole B.E.C.C. spectrum. Whether you're wondering where rates are headed, spotting market reversals, or evaluating macro sector strength—this is your go-to briefing. What to Expect: Market Navigator: Scott decodes bond yields, equity setups, commodity pressure, and currency flows you need to watch. Expert Perspective: Gain guidance from a seasoned Chartered Market Technician, instructor, and veteran swing trader. Live Q&A: Get your pressing trade and macro questions addressed in real time. Chart Deep Dive: We'll dissect the charts and help you see the structure behind the moves. This episode is perfect for traders seeking elevated technical and macro insight. Join us today for clarity, context, and high-confidence setups. Tune in LIVE at 2 pm PT—bring your notepad, your questions, and your charts for an impactful session with Scott.  #TraderMerlin #BECCTReport #ScottMcCormick #CMT #MarketAnalysis #TechnicalAnalysis #MacroMarkets #LiveTrading #Bonds #Equities #Commodities #Currencies Contact TraderMerlin: Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin - https://www.facebook.com/TraderMerlin Live Daily Show: - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: - Clik - TradeStation - Tradingview

    Narrow Row
    Aug 12 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Aug 12, 2025 23:50 Transcription Available


    - Mike Zuzolo, GlobalCommResearch.com- Jennifer Tirey, Illinois Pork Producers Association- Charles Isbell, Chancellor University of Illinois- Don Day, DayWeather.com ★ Support this podcast ★

    Narrow Row
    Aug 11 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Aug 11, 2025 23:50 Transcription Available


    - Curt Kimmel, AgMarket.net- Frayne Olson, NDSU Ag Econ- Mark Russo, EverStream.ai ★ Support this podcast ★

    Financial Sense(R) Newshour
    Mark Mills on the Roaring 20s: AI, Energy, and the Next Commodity Boom

    Financial Sense(R) Newshour

    Play Episode Listen Later Aug 9, 2025 65:45


    Aug 8, 2025 – In this wide-ranging conversation, Jim Puplava and Mark Mills, Executive Director of the National Center for Energy Analytics, challenge the prevailing narrative of an “inevitable energy transition.” Mills explains why the world's...

    The KE Report
    Marc Chandler & Darrell Fletcher - Taking A Step Back From The Daily Volatility: Tariffs Impacts To Economic Data And Commodities

    The KE Report

    Play Episode Listen Later Aug 9, 2025 57:17


    This KE Report Weekend Show dives deep into the growing crosscurrents hitting the U.S. economy and commodity markets. In the first half, Marc Chandler (Bannockburn Global Forex) unpacks how weak job data and rising tariff risks are driving rate cut expectations and reshaping the dollar outlook. In the back half, Darrell Fletcher (Bannockburn Capital Markets) gives us a trader's eye view on the violent copper repricing, where energy markets may head next, and why metals like platinum and tin are gaining momentum. Segment 1 & 2 - Marc Chandler, Managing Partner at Bannockburn Global Forex and editor of the Marc to Market site, joins the KE Report to break down the shifting macro landscape as weaker U.S. jobs data and tariff volatility drive expectations for multiple Fed rate cuts this year. He discusses the dollar's cyclical downtrend, the inflationary impact of tariffs, confusion around gold and copper duties, and whether U.S. economic dominance may erode amid rising debt, diverging trade alliances, and a weakening labor market. Click here to visit Marc's site - Marc To Market.    Segment 3 & 4 - Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, returns to share trader insights on copper's sharp price collapse following tariff exemptions, the persistent structural supply challenges in refining, and why copper remains in a long-term uptrend. He also discusses bearish trends in oil and natural gas, ongoing strength in precious metals led by investor demand and central bank buying, and how government support for refining capacity is reshaping the outlook for critical minerals. Click here to learn more about Bannockburn Capital Markets.    If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.

    Financial Sense(R) Newshour
    From Tariffs to Dollar Devaluation: The Unfolding Strategy Behind US Industrial Policy

    Financial Sense(R) Newshour

    Play Episode Listen Later Aug 8, 2025 69:37


    Aug 7, 2025 – Today we explore the evolving landscape of U.S. industrial policy, featuring insights from two policy experts on the bipartisan shift away from neoliberal free trade, the increasing use of tariffs, the strategic importance of...

    Financial Sense(R) Newshour
    Gold Miners Smash 13-Year Highs: John Kosar on Game-Changing Shift

    Financial Sense(R) Newshour

    Play Episode Listen Later Aug 8, 2025 21:40


    Aug 8, 2025 – John Kosar of Asbury Research speaks with Financial Sense Newshour's Jim Puplava to provide an update on his technical outlook for the US stock market, leading sectors, precious metals, energy, and the dollar. While the S&P 500...

    Narrow Row
    Aug 08 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Aug 8, 2025 17:54 Transcription Available


    - Mike Zuzolo, GlobalCommResearch.com- John Doggett, Renewable Fuels Turn 20- IL 15th District U.S. Representative Mary Miller- Eric Snodgrass, NutrienAgSolutions.com ★ Support this podcast ★

    Dorsey Wright & Associates Technical Analysis Podcast
    Dorsey Wright's Podcast 1009 - The Weekly Five: S&P 500 Moves, Participation Updates & Dollar Declines

    Dorsey Wright & Associates Technical Analysis Podcast

    Play Episode Listen Later Aug 8, 2025 18:42


    This week, Ian and Joseph discuss the state of the S&P 500, the US Dollar, and Participation for major markets around all-time highs.

    Brownfield Ag News
    Soybeans are down Friday morning | Closing Market Minute

    Brownfield Ag News

    Play Episode Listen Later Aug 8, 2025 1:39


    Brownfield Commodity Market Reporter John Perkins has your look at the lower open in soybeans and the mixed starts for corn, wheat, cattle, and hogs.Closing numbers:» Soybeans and corn are watching crop weather.» Wheat is mixed on profit taking and crop concerns.» Cattle are waiting for widespread direct trade.» Hogs continue to question demand.Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: https://www.youtube.com/@BrownfieldAgNews» Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsAbout Brownfield Ag News:Brownfield Ag News is your trusted source for reliable agriculture news, market trends, weather updates, and expert interviews. Get comprehensive coverage and stay ahead in the ever-evolving agriculture industry.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    FYI - For Your Innovation
    Private Money Rises: Tether, Bitcoin, And The Genius Act

    FYI - For Your Innovation

    Play Episode Listen Later Aug 7, 2025 68:54


    Since inception, ARK has researched and published thoughts on the cryptocurrency ecosystem within Big Ideas and through articles, whitepapers, monthly Bitcoin reports and podcasts. Now, in coordination with Bitcoin Park, ARK is pleased to host a monthly conversation with leaders in the Bitcoin space, to discuss everything happening in the rapidly-changing and still nascent Bitcoin ecosystem. Published through the For Your Innovation podcast channels, this monthly series aims to be informative and enlightening, including experts with diverse viewpoints.Guests on this month's Bitcoin Brainstorm include:Cathie Wood: Founder, CEO and CIO, ARK InvestLorenzo Valente: Director of Research, Digital Assets, ARK InvestPaolo Ardoino: CEO, TetherDr. Arthur Laffer: American EconomistRod Roudi: Co-Founder, Bitcoin ParkKey Points From This Episode: 00:00:00 Introduction00:01:04 The origin of Bitcoin and stablecoins00:04:22 Understanding Tether (USDT)00:10:33 USDT's global growth amid pandemic shifts00:12:15 Dr. Laffer's history of private money00:17:32 Understanding the USDT mechanics of issuance, reserves, and redemptions00:23:14 Transparency, audits and regulation00:30:26 Challenges of value stability vs dollar peg00:35:20 Gold-backed solutions and the alloy product00:38:58 The role of stablecoins in developed markets00:44:40 Potential competition00:46:00 Commodity trade and global adoption trends00:51:00 Emerging markets00:53:50 Dollar dominance vs local stablecoins01:08:01 Vision for the future Links Mentioned in this Episode: Learn more about Bitcoin Park: bitcoinpark.com

    Stocks To Watch
    Episode 659: Antimony, Silver, Zinc – What’s iMetal Resources ($IMR) Really After in Bosnia?

    Stocks To Watch

    Play Episode Listen Later Aug 7, 2025 12:32


    As demand for critical minerals continues to rise, iMetal Resources (TSXV: IMR | OTCQB: IMRFF | FRA: A7VA) is taking steps to expand its portfolio. The company recently announced a letter of intent to explore the potential acquisition of a 100% interest in a central Bosnian polymetallic mining concession, which includes the Cemernica Mine.What's the play behind the company's recent moves? President and CEO Saf Dhillon discusses how this proposed acquisition aligns with iMetal Resources' growth strategy, how recent funding will be allocated, and more. Learn in the full video how the diversification of iMetal Resources' assets supports investor interest and long-term value.Visit iMetal Resources' website to learn more: https://imetalresources.ca/Watch the full YouTube interview here: https://youtu.be/PGI8TZBDM5cAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

    Commodity Week
    Aug 07 | Commodity Week

    Commodity Week

    Play Episode Listen Later Aug 7, 2025 34:22 Transcription Available


    Panelists - Chuck Shelby, RMCommodities.com - Brian Splitt, AgMarket.net - Chip Nellinger, BlueReef.ag ★ Support this podcast ★

    Narrow Row
    Aug 07 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Aug 7, 2025 23:50 Transcription Available


    - Matt Bennett, AgMarket.net- WILLAg News Update- Mike Tannura, Tstorm.net ★ Support this podcast ★

    ONU News
    Estudo aconselha mais diversificação para países dependentes de commodities

    ONU News

    Play Episode Listen Later Aug 7, 2025 1:14


    Menos de 8% de economias do grupo de 103 nações são desenvolvidos; apoio à diversificação do Porto de Suape coloca Brasil como referência na cooperação técnica com o Sistema das Nações Unidas.

    RFD Today
    RFD Today August 07, 2025

    RFD Today

    Play Episode Listen Later Aug 7, 2025 53:01


    Dr. Bianca Pruitt of Will County is a recipient of the Illinois Farm Bureau Nurse Practitioner Scholarship.University of Illinois Extension horticulture educator Ken Johnson provides information on wasps.  Illinois Comptroller Susana Mendoza highlights her presence at the Illinois State Fair. Timothy Thompson from Valent discusses progress and condition of the corn crop. 

    Brownfield Ag News
    Wheat closed higher Thursday | Closing Market Minute

    Brownfield Ag News

    Play Episode Listen Later Aug 7, 2025 1:42


    Brownfield Commodity Market Reporter John Perkins has your look at the higher moves in wheat, cattle, corn, and soybeans, and the mixed close for hogs.Closing numbers:» September corn $3.84 and ½ up $.04 and 3/4» September soybeans $9.74 up $.08 and 1/2» September soybean meal $276.10 up $3.50» September soybean oil 53.50 down 22 points» September Chicago wheat $5.18 and ¼ up $.09 and 3/4» October live cattle $232.22 up $2.57» October lean hogs $90.92 down $1.05Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: https://www.youtube.com/@BrownfieldAgNews» Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsAbout Brownfield Ag News:Brownfield Ag News is your trusted source for reliable agriculture news, market trends, weather updates, and expert interviews. Get comprehensive coverage and stay ahead in the ever-evolving agriculture industry.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Financial Sense(R) Newshour
    Are Markets Ignoring Warning Signs? Tom Essaye Talks Growth, Fed, and Tariffs (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Aug 6, 2025 1:14


    Aug 5, 2025 – As Wall Street's optimism collides with mounting signs of economic fragility, investors are left to wonder: is today's market rally a testament to genuine strength—or simply the calm before a storm? In today's deep-dive, FS Insider taps Tom Essaye...

    Narrow Row
    Aug 06 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Aug 6, 2025 23:50 Transcription Available


    - Greg Johnson, TGM TotalGrainMarket.com- Germán Bollero, College of ACES on SNAP-Ed Cuts- Drew Lerner, WorldWeather.cc ★ Support this podcast ★

    RFD Today
    RFD Today August 06, 2025

    RFD Today

    Play Episode Listen Later Aug 6, 2025 53:01


    Dr. David Kopsell, Professor of Horticulture at Illinois State University highlights The Vertical Farm at ISU.The legacy of late Madison County farmer Gene Daiber and his gift to the IAA Foundation.   

    Narrow Row
    Aug 05 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Aug 5, 2025 23:50 Transcription Available


    - Naomi Blohm, TotalFarmMarketing.com- WILLAg News Update | Biofuels and SREs- Gary Schnitkey, Nitrogen Rates and Applications- Don Day, DayWeather.com ★ Support this podcast ★

    Market to Market - The MtoM Podcast
    Farm Succession Planning: Agricultural Estates Navigate Fair and Equal

    Market to Market - The MtoM Podcast

    Play Episode Listen Later Aug 5, 2025 33:00


    Farm succession expert Mike Downey joins us to explain why only 20–30% of farms have a plan—and why starting tough conversations about heirs, death, and taxes is more critical than ever.

    RFD Today
    RFD Today August 05, 2025

    RFD Today

    Play Episode Listen Later Aug 5, 2025 51:59


    Julie Hewitt with the Illinois NREC and Jo Daviess County producer Nathan Koester discusss the importance of Illinois Farm Bureau nutrient stewardship field days.Illinois Farm Bureau Member Engagement Manager Ashley Beutke highlights a Member Exclusive NASCAR Enjoy Illinois 300 Experience taking place Sept. 7, 2025.Jack Ratcliffe talks Boone County Fair.DTN weather risk communicator Teresa Wells explains why Canadian wildfire smoke is showing up in Illinois weather forecasts.  

    Financial Sense(R) Newshour
    New Tax Law for 2025: Maximize Deductions Under the Latest Tax Bill

    Financial Sense(R) Newshour

    Play Episode Listen Later Aug 4, 2025 24:03


    Aug 4, 2025 – Wondering how the sweeping tax changes in the One Big Beautiful Bill could impact your retirement? In this edition of Lifetime Planning on the Financial Sense Newshour, Jim Puplava and Crystal Colbert break down the latest rules...

    UBS On-Air
    Across the Pond: What a weaker greenback means for global investors

    UBS On-Air

    Play Episode Listen Later Aug 4, 2025 26:23


    The US dollar has suffered its sharpest first-half decline in over 50 years, raising questions about its safe-haven status and long-term dominance. We explore the drivers behind the dollar's slide, the implications for international portfolios, and why now is the time for investors to review and diversify their currency exposures. Join Dominic Schnider, Head CIO Global FX & Commodity, and Constantin Bolz, CIO FX Strategist, for a discussion with co-hosts Christopher Swann and Belinda Peeters.

    Agri-Pulse DriveTime
    Agri-Pulse DriveTime: August 4, 2025

    Agri-Pulse DriveTime

    Play Episode Listen Later Aug 4, 2025 4:59


    Commodity groups are encouraged with Luke Lindberg's confirmation as USDA Under Secretary for Trade and Foreign Agriculture Affairs. Corn prices fall to the lowest mark since the fall of 2020 and the stock market rallies higher. 

    Narrow Row
    Aug 04 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Aug 4, 2025 23:50 Transcription Available


    - Curt Kimmel, AgMarket.net- Ed Usset, University of Minnesota- Mark Russo, EverStream.ai ★ Support this podcast ★

    RFD Today
    RFD Today August 04, 2025

    RFD Today

    Play Episode Listen Later Aug 4, 2025 53:00


    State Rep. Tony McCombie celebrates Sweetcorn Appreciation Day. AJ Tackett provides a CropWatcher report from Fayette County.  Lynn Gipson from the Amateur Trapshooting Association highlights the Grand American at the World Shooting and Recreational Complex in Sparta.Joe Camp at Commstock Investments previews a new market week.  

    Financial Sense(R) Newshour
    Why Diesel Fuel Is Facing a Critical Chokepoint; Preparing for Yield Curve Control

    Financial Sense(R) Newshour

    Play Episode Listen Later Aug 1, 2025 43:21


    Aug 1, 2025 – Financial Sense Newshour's Jim Puplava interviews Gail Tverberg at Our Finite World about the World Energy Institute's 2025 Statistical Review of World Energy, focusing on looming shortages in critical resources like diesel...

    Financial Sense(R) Newshour
    Tom McClellan's Warning for the Stock Market: Liquidity Crunch, Tight Fed, and Bearish Seasonality

    Financial Sense(R) Newshour

    Play Episode Listen Later Aug 1, 2025 23:21


    Aug 1, 2025 – Financial Sense Newshour speaks with well-known market technician Tom McClellan about four bearish factors coming together for stocks this quarter: a liquidity crunch, an overly tight Fed, weakening breadth numbers, and bearish seasonality...

    Goldman Sachs Exchanges: The Markets
    “Stocks are Still Very Undervalued”

    Goldman Sachs Exchanges: The Markets

    Play Episode Listen Later Aug 1, 2025 12:10


    With the Fed still waiting on rate cuts, what's the outlook for global assets – and where are the biggest opportunities now? Anshul Sehgal, Global Co-Head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorded on July 31, 2025.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    Narrow Row
    Aug 01 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Aug 1, 2025 23:50 Transcription Available


    - Mike Zuzolo, GlobalCommResearch.com- Crop Insurance Mission Creep- Eric Snodgrass, NutrienAgSolutions.com ★ Support this podcast ★

    Dantes Outlook Market Podcast
    Speculation Rising, Breadth Weakening: A Tactical Rebalance

    Dantes Outlook Market Podcast

    Play Episode Listen Later Aug 1, 2025 9:27


    This week's episode covers:U.S.–EU trade deal impact and the new 15% tariff baselineMargin debt surges—5th fastest rise since 1998 (source: Deutsche Bank)Fed and ECB hold steady, but tone remains cautiousBreadth weakening beneath the surface despite equity highsTrimming gold, watching silver/platinum and volatility signalsJuly portfolio performance + positioning adjustmentsWhat we're watching: CTA trends, EMFX momentum, and central bank shiftsReferenced Sources:Deutsche Bank Macro Strategy NotesSentimenTrader Momentum/Breadth IndicatorsMRB Partners EM Currency ResearchDantes Outlook internal trend models & analyticsConnect with us to access portfolios:DantesOutlook.com/connect

    Financial Sense(R) Newshour
    What New Trade Deals Really Mean for US Tariffs—A Conversation with RANE's Adriano Bosoni (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Jul 31, 2025 5:04


    Jul 30, 2025 – FS Insider interviews Adriano Bosoni, RANE's Director of Geopolitical Analysis, to discuss the major forces shaping today's global landscape. The conversation explores recent shifts in US trade policy, rising tariffs, rare earth supply...

    The Derivative
    Beef Prices at All-Time Highs: Inside the Meat Markets with Jeff Apel of Wharton Capital

    The Derivative

    Play Episode Listen Later Jul 31, 2025 58:43


    In this episode of The Derivative, Jeff Malec sits down with Jeff Apel, principal at Wharton Capital Management, to dive deep into the current cattle market. With beef prices hitting near-record highs, Apel shares his extensive experience from the trading floor to today's futures markets, explaining the complex dynamics behind rising meat prices. From drought impacts and herd sizes to consumer demand and seasonal trends, this conversation offers a comprehensive look at what's driving the beef market and what investors and consumers can expect in the coming months.Chapters:00:00-00:50=Intro00:51-13:35 = Pit Trading Memories: A Family Legacy in Cattle Markets13:36-29:15 = Beef Prices Unleashed: Understanding the Current Cattle Market Surge29:16-38:35 = Wharton Capital's Approach: Fundamental Trading in a Complex Market38:36-45:31 = Market Intelligence: Tracking Cattle Trends in a Global Economy45:32-52:27 = Trading Psychology: Discipline and Adaptability in Commodity Markets52:28-58:43 = From Steakhouses to Chicken Chains: Evolving Eating Habits in AmericaFrom the Episode:RCM Blog post:Beef Is the New Egg? Why Meat Prices Are SkyrocketingRCM Blog post - The picture from Space that shows why Commodities are non-correlated to the Stock Market:For more information on Wharton Capital & Jeff Apel visit whartoncapitalmgmt.com!Don't forget to subscribe to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Derivative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, follow us on Twitter at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@rcmAlts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and our host Jeff at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@AttainCap2⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, or⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ , and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sign-up for our blog digest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.rcmalternatives.com/disclaimer⁠

    Commodity Week
    Jul 31 | Commodity Week

    Commodity Week

    Play Episode Listen Later Jul 31, 2025 28:39 Transcription Available


    Panelists - Matt Bennett, AgMarket.net - Ellen Dearden AgReview - Logan Kimmel, RoachAg.com ★ Support this podcast ★

    Narrow Row
    Jul 31 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Jul 31, 2025 23:50 Transcription Available


    - Matt Bennett, AgMarket.net- Andrew Larson, Illinois Soybean Association- Boris Camiletti, Red Crown Rot in Soybean- Mike Tannura, Tstorm.net ★ Support this podcast ★

    Financial Sense(R) Newshour
    Peter Boockvar: Fed Torn Between Inflation and Fiscal Dominance (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Jul 30, 2025 3:30


    Jul 29, 2025 – With markets at a crossroads and policymakers under unprecedented pressure, few voices cut through the noise like Peter Boockvar's. In this in-depth interview, Peter Boockvar offers candid insights into Federal Reserve policy, the impact...

    Narrow Row
    Jul 30 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Jul 30, 2025 23:50 Transcription Available


    - Greg Johnson, TGM TotalGrainMarketing.com- David Lakeman, IDOA Cannabis & Hemp Div Mngr- Drew Lerner, WorldWeather.cc ★ Support this podcast ★

    RealAgriculture's Podcasts
    Grain markets enter a "dull" stretch, but canola keeps things interesting

    RealAgriculture's Podcasts

    Play Episode Listen Later Jul 30, 2025 16:07


    Commodity grain markets have slipped into a holding pattern in 2025, leaving many farmers waiting for a spark. After several years of volatility, IntelliFarm president Brian Voth says the past few months have been anything but exciting. “Everything else has literally just slid lower since February… there just hasn’t really been any good marketing opportunities... Read More

    RealAgriculture's Podcasts
    RealAg Radio: Reviving wool, reducing pesticide exposure, and a commodity outlook, July 30, 2025

    RealAgriculture's Podcasts

    Play Episode Listen Later Jul 30, 2025 55:14


    Welcome to this Wednesday edition of RealAg Radio! Host Lyndsey Smith is joined by: Brian Voth of IntelliFarm to provide an update on the commodity markets; Jason Deveau of OMAFA, on closed transfer systems for pesticides and how it can reduce exposure; and, Jane Underhill of J. Underhill Canadian Wool Agency on wool processing and... Read More

    Financial Sense(R) Newshour
    Why Light and Heat Are the Ultimate Longevity Hack Big Pharma Won't Tell You About

    Financial Sense(R) Newshour

    Play Episode Listen Later Jul 28, 2025 46:14


    Jul 28, 2025 – What if a simple, drug-free therapy could slash your risk of heart attack by 50%, stroke by 61%, and dementia by 66%? In this eye-opening discussion, Jim Puplava sits down with Vic Riffel of Sunlighten Saunas to explore the science...

    Confluence Podcasts
    Confluence of Ideas – Reviewing the Asset Allocation Rebalance: Q3 2025

    Confluence Podcasts

    Play Episode Listen Later Jul 28, 2025 13:27 Transcription Available


    In this episode, Confluence reviews the Asset Allocation rebalance for the third quarter of 2025, featuring a brief economic analysis and insights on asset class and security selection for the firm's Asset Allocation portfolios. Joining the podcast to recap the rationale for this quarter's changes is Kaisa Stucke, analyst and chair of the Asset Allocation Committee's quarterly investment meetings.

    Financial Sense(R) Newshour
    Preparing for Silver's Short Squeeze: In-Depth with Bob Coleman & Dave Morgan

    Financial Sense(R) Newshour

    Play Episode Listen Later Jul 26, 2025 50:02


    Jul 25, 2025 – In this timely roundtable, Financial Sense Newshour's Jim Puplava interviews Dave Morgan (The Morgan Report) and Bob Coleman (Idaho Armored Bulls) for a deep dive into silver's extraordinary rally and future outlook in light of...