Podcasts about commodities

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    Best podcasts about commodities

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    Latest podcast episodes about commodities

    Stocks To Watch
    Episode 743: Sonoro Gold ($SGO | $SMOFF): On the Path to Gold Production in Sonora, Mexico

    Stocks To Watch

    Play Episode Listen Later Dec 22, 2025 15:41


    Now that Mexico is advancing its permitting process and becoming more open to the development of open-pit mines, Sonoro Gold (TSXV: SGO | OTCQB: SMOFF | FRA: 23SP) expects to see a strong future in the gold sector. President & CEO Kenneth MacLeod discusses why Mexico's evolving stance on mining matters, how the company is progressing toward development and production, and why investors should keep an eye on the Cerro Caliche Project in Sonora, Mexico. He also outlines the company's plans for the San Marcial Project, its strategies to boost the value of the Cerro Caliche Project, and more.Explore Sonoro Gold's progress: https://sonorogold.comWatch the full YouTube interview here: https://youtu.be/_YmoB7EANJ8And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

    Financial Sense(R) Newshour
    Jim Welsh on Bullish Seasonality, Bifurcated Commodities, and America's Affordability Squeeze

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 20, 2025 25:36


    Dec 19, 2025 – Will the Santa Claus rally deliver a year-end gift for investors, or are we in for a bumpy ride? Market strategist Jim Welsh at Macro Tides joins Jim Puplava to dissect the latest market congestion, the explosive breakout in silver, and...

    The Korelin Economics Report
    Weekend Show – Dana Lyons & Rick Bensignor – 2026 Playbook: Metals Momentum, Market Breadth, What Comes After the “Mag-7” Era

    The Korelin Economics Report

    Play Episode Listen Later Dec 20, 2025


      As 2025 closes with major indexes near highs – but investors still oddly cautious – Dana Lyons and Rick Bensignor step back to map...

    Financial Sense(R) Newshour
    Why Everything Costs More: Mike Green on Monopoly Dominance in the US (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 19, 2025 2:02


    Dec 18, 2025 – Are record-high markets masking an affordability crisis in America's real economy? Join renowned strategist Michael Green, well-known author of the popular Yes, I Give a Fig newsletter as he reveals why the disconnect between...

    Financial Sense(R) Newshour
    Silver at $100? 'Second Greatest Breakout in History' Just Getting Started, Says Jordan Roy-Byrne

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 19, 2025 36:16


    Dec 19, 2025 – Is the historic surge in silver signaling a generational shift in the financial landscape? In this detailed discussion, Jim Puplava interviews precious metals analyst Jordan Roy-Byrne. They dissect the technical and...

    Financial Sense(R) Newshour
    The New Commodity Supercycle: Energy, AI, and the Race for Industrial Dominance

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 19, 2025 35:12


    Dec 19, 2025 – The next great global conflict isn't over land, but the critical metals and resources that power our modern-day world. In today's Big Picture edition of the Financial Sense Newshour, Jim Puplava dives into the escalating resource war...

    Stocks To Watch
    Episode 742: John Feneck on Silver, Gold, and Under-the-Radar Mining Opportunities

    Stocks To Watch

    Play Episode Listen Later Dec 19, 2025 21:10


    Gold and silver are reaching new highs in 2025, but several opportunities may still be under the radar.tFeneck Consulting Group CEO John Feneck discusses how he's navigating today's precious metals cycle, global banks' 2026 forecasts, the growing importance of critical minerals amid shifting economic and geopolitical conditions, and select development and exploration prospects.To learn more about John Feneck's track record, visit the Feneck Consulting performance page: https://www.feneckconsulting.com/performanceWatch the full YouTube interview here: https://youtu.be/EVst6ATfZAMAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

    Stocks To Watch
    Episode 741: Rua Gold ($RUA) CEO Discusses Project Portfolio and 2026 Catalysts

    Stocks To Watch

    Play Episode Listen Later Dec 19, 2025 13:07


    Rua Gold (TSXV: RUA | OTC: NZAUF | WKN: A40QYC) is unlocking some of the most prospective gold in New Zealand, with two flagship assets: the Reefton and Glamorgan Projects.In this interview, CEO & Director Robert Eckford discusses the company's investment highlights, projects, 2026 catalysts, and more.Learn more: https://ruagold.com/Watch the full YouTube interview here: https://youtu.be/UlKIzrkwSDoAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

    Commodity Week
    Dec 18 | Commodity Week

    Commodity Week

    Play Episode Listen Later Dec 19, 2025 31:20 Transcription Available


    Panelists - Dave Chatterton, SFarmMarketing.com - Curt Kimmel, AgMarket.net - Greg Johnson, TGM TotalGrainMarketing.com ★ Support this podcast ★

    Narrow Row
    Dec 19 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Dec 19, 2025 21:06 Transcription Available


    - Mike Zuzolo, GlobaCommResearch.com- Propane Education and Research Council- Eric Snodgrass, NutrienAgSolutions.com ★ Support this podcast ★

    Volatility Views
    Volatility Views 660: It Finally Looks Like December

    Volatility Views

    Play Episode Listen Later Dec 19, 2025 59:10


    In this episode of Volatility Views on the Options Insider Radio Network, Mark Longo and Dr. Russell Rhoads dive into the shifting landscape of volatility as the final full trading week of 2025 comes to a close. While much of the market is heading into holiday "hibernation," geopolitical tensions are lighting up the commodity space. The team breaks down why Energy CVOL is pinning the needle to the upside while Treasury and FX volatility are being "taken to the woodshed." Key Topics Covered: The Venezuela "Brouhaha": How intensified pressure and crude embargoes are reviving Energy CVOL (WTI) and driving it to weekly highs. Commodity Volatility Split: A deep dive into the aggregate CVOL levels for Metals, Ags, and the broader Commodities complex vs. the dying volatility in Fixed Income. The VIX Term Structure: Analyzing the current curve and what the "post-Fed" environment means for the remainder of 2025. Vol Products in Focus: Performance updates and trade analysis for SVXY, UVXY, and VIX futures. Looking Ahead to 2026: Anticipated market movers and volatility catalysts for the new year. Listener Mailbag: Russell and Mark answer your questions regarding volatility products and specific trading strategies.  

    RFD Today
    RFD Today December 19, 2025

    RFD Today

    Play Episode Listen Later Dec 19, 2025 52:39


    "Seven with Kevin" featuring Illinois Farm Bureau Executive Director of Governmental Affairs and Commodities Kevin Semlow. Illinois Ag Leadership Class of 2027 update.IHSA Friday Friday Friday segment features WRMJ Sports Director Ty Taylor discussing IHSA football playoff expansion proposal that won approval this week.  

    Living Your Greatness
    Commodities Mega Cycle Has Begun, This Repricing Is Just Starting | Dr. Nomi Prins

    Living Your Greatness

    Play Episode Listen Later Dec 19, 2025 32:41


    Dr. Nomi Prins warns that the global financial system is quietly cracking and most investors aren't prepared. With central banks hoarding gold, debt levels soaring, and geopolitical tensions escalating. She explains why gold, silver, copper, and uranium are poised for a historic commodities surge that could reshape markets for years to come. _ Sign up for my free weekly newsletter. _ Host: Ben Mumme Twitter Medium YouTube Instagram Website LinkedIn _ Guest: Nomi Prins Website Twitter YouTube  

    Narrow Row
    Dec 18 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Dec 18, 2025 23:50 Transcription Available


    - Matt Bennett, AgMarket.net- Mark Peterson, Practical Farmers of Iowa- Mike Tannura, Tstorm.net ★ Support this podcast ★

    WellSaid – The Wellington Management Podcast
    Gold, AI, and the next commodities super cycle

    WellSaid – The Wellington Management Podcast

    Play Episode Listen Later Dec 18, 2025 28:04


    Commodities are shaping up to be a critical asset class for investors to consider in 2026. Veteran commodities portfolio manager David Chang joins host Thomas Mucha for a wide-ranging discussion on gold's ongoing bull run, the role of central banks, the evolving energy landscape, AI, and the prospect of a new global commodities super cycle.1:55 – What's driving gold's bull run6:50 – Gold vs. other commodities8:20 – Entering an energy super cycle?12:10 – Geopolitics and the future of oil16:30 – AI, commodities, and national security20:50 – China's role in commodities markets23:35 – Broader macro factors Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Web and Mobile App Development (Language Agnostic, and Based on Real-life experience!)
    Micron Technology: From Memory Commodity to AI Infrastructure Powerhouse

    Web and Mobile App Development (Language Agnostic, and Based on Real-life experience!)

    Play Episode Listen Later Dec 18, 2025 28:59


    Micron Technology (NASDAQ: MU) is often described as a memory and storage company—but that label significantly understates what the company has become. While memory has historically been viewed as a commodity business, Micron's recent performance and strategic positioning suggest a very different story.

    RFD Today
    RFD Today December 18, 2025

    RFD Today

    Play Episode Listen Later Dec 18, 2025 52:40


    Bill Graff, State Executive Director for the USDA Farm Service Agency in Illinois discusses the Farmer Bridge Assistance Program.   Raghela Scavuzzo, Illinois Farm Bureau Associate Director of Food Systems Development highlights the "specialtygrowers.org/shoplocal" online resource. Updates from the American Farmland Trust and Illinois Wheat Association.   

    Terraço Econômico
    COMMODITIES AGRÍCOLAS EM BAIXA - CURADORIA #010

    Terraço Econômico

    Play Episode Listen Later Dec 18, 2025 8:54


    Episódio gravado em 15/12/2025 ASSUNTO DO EPISÓDIO: Commodities em baixa beneficiam consumidores e complicam a vida de produtores. Modelos de negócio que envolvem commodities passam por preocupações especiais e isso fica muito evidente quando a maré está baixa. SOBRE AS FONTES CITADAS: Trading View: DXY https://www.tradingview.com/symbols/TVC-DXY/  CNA: Agro ajuda indicadores econômicos de 2025, mas cenários de incertezas desafiam produtores em 2026 - https://www.cnabrasil.org.br/noticias/agro-ajuda-indicadores-economicos-em-2025-mas-cenarios-de-incertezas-desafiam-produtores-em-2026  InfoMoney: Pedidos de recuperação judicial no agro disparam 147% no terceiro trimestre, diz Serasa - https://www.infomoney.com.br/economia/pedidos-de-recuperacao-judicial-no-agro-disparam-147-no-3o-trimestre-diz-serasa/ 

    Financial Sense(R) Newshour
    Jeff Christian on Record Highs: Is This the Start of a Metals Supercycle? (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 17, 2025 2:50


    Dec 16, 2025 – FS Insider sits down with Jeff Christian of CPM Group, one of the industry's most respected and accurate precious metals and commodity analysts, for a comprehensive outlook on the metals markets—especially in light of silver...

    Facts vs Feelings with Ryan Detrick & Sonu Varghese
    The Fed Comes Bearing Gifts (Ep. 166)

    Facts vs Feelings with Ryan Detrick & Sonu Varghese

    Play Episode Listen Later Dec 17, 2025 55:34


    A rare split is opening inside the Federal Reserve. Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist at Carson Wealth, dig into what that tension really means as growth projections move higher and rate cuts keep coming. They break down the widening gap between market expectations and the Fed's own outlook, the mixed signals coming from the latest dot plot, and what dissenting votes reveal about how policymakers are reading inflation and a softening labor market. At the same time, they look to the areas gaining strength, including cyclicals, global markets, commodities and the latest AI rotation, to understand how a divided Fed is shaping positioning as investors look ahead to 2026.Key Takeaways:• The Fed is diverging internally: The dot plots and dissents show widening disagreement on how aggressively to cut• Markets are pricing a different path: Traders expect more easing than the Fed, especially beyond 2026• Growth projections are rising: The Fed now sees stronger 2025–2026 GDP despite ongoing cuts• Labor-market signals are weakening: Falling quits and slowing hiring increase pressure on policymakers• Cyclical strength continues: Industrials, materials, and developed international markets are pushing the rally forwardJump to:0:00 - Cold Open, Holidays, And Setup2:45 - AI Leadership Rotates And Market Breadth8:50 - Cyclicals Lead, Global Rally Builds14:40 - Europe, Developed Markets, And Industrials20:55 - IPOs, Sentiment, And Bull Market Signals27:00 - The Fed Cuts: Dots, Dissent, And Markets35:20 -Neutral Rate, Long-Run Inflation, And 202641:50 - Press Conference Takeaways And Labor Risks48:10 - Gold Breakout And Commodities Pulse53:30 - Labor Market: JOLTS, Quits, And WagesConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

    Narrow Row
    Dec 17 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Dec 17, 2025 23:50 Transcription Available


    - Greg Johnson, TGM TotalGrainManagement.com- Natalie Loduca, University of Illinois- Drew Lerner, WorldWeather.cc ★ Support this podcast ★

    RFD Today
    RFD Today December 17, 2025

    RFD Today

    Play Episode Listen Later Dec 17, 2025 53:01


    Talking urban agriculture at Augustana College in Rock Island with Ian Empen and the "Augie Acres" project. AAA's Molly Hart discusses holiday travel numbers.  Monthly update from Illinois Farm Bureau Associate Director of Transportation and Infrastructure Rodney Knittel.  

    BizNews Radio
    BN Daybreak Wed 17 Dec - HCI v Activ; Mozam Govt move to cut 3% of GDP; Warner backs Netflix; Hedgies into commodities

    BizNews Radio

    Play Episode Listen Later Dec 17, 2025 16:22


    Seize the day with the freshest news you can use to help you conquer another active business day - from the team at BizNews and our global partners. This episode features the eruption of anger between Actov Asset Managers and HCI's CEO Johnny Copelyn; a 'foot shooting' decision by the socialist Mozambican Government which will lose an economic engine that feeds 50 000 people; Warner Brothers board backs Netflix as Trump's son in law lwaves the hostile bidders; Kinetiko hits gas gold in Mpumalanga; the FT on why hedge funds are going big on physical commotities...and more.

    SAfm Market Update with Moneyweb
    Market Watcher: Santa rally for commodities

    SAfm Market Update with Moneyweb

    Play Episode Listen Later Dec 17, 2025 10:29


    Sasfin's David Shapiro takes us through the day's market moves, commodity prices, the gold price, how markets performed in 2025, his outlook for 2026, and the rand's performance. SAfm Market Update - Podcasts and live stream

    Narrow Row
    Dec 16 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Dec 16, 2025 23:50 Transcription Available


    - Naomi Blohm, TotalFarmMarketing.com- Don Day, DayWeather.com- Joe Janzen, Bridge Payments & Marketing- Gerald Mashange, Farm Financial Trends ★ Support this podcast ★

    Market to Market - The MtoM Podcast
    Iowa's Teacher of the Year Mixes Farm Crisis and Innovation in Shaping Rural America's Future

    Market to Market - The MtoM Podcast

    Play Episode Listen Later Dec 16, 2025 36:00


    Future of Farming Iowa as the state's teacher of the year explains why agriculture education matters beyond the farm - a story with Melanie Bloom.

    The Crop Science Podcast Show
    Jonathan LaPorte: Grain Market Trends | Ep. 105

    The Crop Science Podcast Show

    Play Episode Listen Later Dec 16, 2025 31:02


    In this episode of The Crop Science Podcast Show, Jonathan LaPorte, Farm Business Management Educator at Michigan State University Extension, explains how growers can better navigate commodity market volatility. He outlines current market trends, shares crop pricing strategies, and breaks down the role of crop insurance in risk mitigation. Gain practical tips to strengthen your marketing plan. Listen now on all major platforms!“Grain marketers succeed when they simplify decisions and relate to the producer's reality.”Meet the guest: Jonathan LaPorte serves as a Farm Business Management Educator with Michigan State University Extension. With experience ranging from USDA lending to agronomy sales, his work focuses on production economics, commodity marketing, and risk management strategies for the crop industry.Liked this one? Don't stop now — Here's what we think you'll love!What you will learn:(00:00) Highlight(00:45) Introduction(01:17) Guest background(06:52) Commodity market updates(12:09) Global trade pressures(15:18) Supply and demand impacts(19:39) Building marketing plans(25:15) Final three questionsThe Crop Science Podcast Show is trusted and supported by innovative companies like:- KWS

    RFD Today
    RFD Today December 16, 2025

    RFD Today

    Play Episode Listen Later Dec 16, 2025 52:20


    Talking popcorn business with Scott Trimble from Farmer Scott's Premium Popcorn in Heyworth. Kane County Farm Bureau highlights its "Eat, Join, Win" project. DTN ag meteorologist John Baranick says December weather will stay active, but turn warmer.   

    Pet Sitter Confessional
    656: The Commodity Trap and How to Escape It

    Pet Sitter Confessional

    Play Episode Listen Later Dec 15, 2025 20:25


    What happens when clients see your pet care business as interchangeable with everyone else? In this episode, we break down the commodity trap and why it's not a pricing problem—it's a positioning problem. We walk through the client, financial, and operational red flags that quietly signal your business is stuck competing on price. We explain why being more trained, more insured, and more professional often hurts more when the market doesn't reward it. Finally, we share a practical framework for moving from commodity to chosen by selling outcomes, making your process visible, and building a business designed for the right clients. Main topics: Defining the commodity trap Client pricing behavior signals Margin and burnout cycles Operational warning signs Moving from commodity to chosen Main takeaway: "If the only question a client ever asks you is how much you charge, that's not a pricing problem—it's a positioning problem." That single question can quietly reveal whether your business is being treated as interchangeable. When pet care becomes a commodity, price becomes the deciding factor, margins shrink, and burnout follows. Being better, more trained, or more professional doesn't automatically protect you if clients can't see the difference. Escaping the commodity trap starts by changing what you sell—from tasks to outcomes—and making your process visible. Links: Check out our Starter Packs See all of our discounts! Check out ProTrainings Code: CPR-petsitterconfessional for 10% off

    TD Ameritrade Network
    Gold Near Record High: Central Banks & Retail Investors Pile Into Commodities

    TD Ameritrade Network

    Play Episode Listen Later Dec 15, 2025 5:41


    Derek Macpherson, CEO of West Point Gold (WPGCF), talks about gold's glimmering 60% rally in 2025 that nearly brought the commodity back to a record high Monday. Derek says central banks are the biggest buyers but notes retail investors adding it to portfolios on concerns of economic fragility. While he's not confident we'll have another 60% year anytime soon, Derek offers a bull case to gold's continuing outperformance in 2026. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

    Narrow Row
    Dec 15 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Dec 15, 2025 23:50 Transcription Available


    - Scott Irwin, 45z & Ethanol Plant Basis Jan 1- The Impact of Solar & Wind Farms on Farmland Prices- Mark Russo, World Weather Inc ★ Support this podcast ★

    Dantes Outlook Market Podcast
    Crypto and Gold in a Multi-Asset Framework

    Dantes Outlook Market Podcast

    Play Episode Listen Later Dec 15, 2025 2:25


    Episode Highlights:Why 2025 delivered strong returns across most asset classes — except cryptoBitcoin and Ethereum's negative YTD performance in contextKey technical breakdowns in Bitcoin using weekly and monthly trend modelsThe erosion of the “digital gold” narrative and rising equity correlationsWhy extreme fear isn't enough to signal a bottomMacro regime insights: inflation vs. growth sensitivity in BitcoinGold's resilience and role as a portfolio stabilizerHow Dantes Outlook's Bitcoin/Gold rotation strategy navigated the yearResearch & Data Sources:Market and on-chain data from GlassnodeInternal quantitative models from Dantes OutlookAcademic research on asset behavior across macro regimesHappy holidays from Dantes Outlook!Visit us at www.dantesoutlook.com

    RFD Today
    RFD Today December 15, 2025

    RFD Today

    Play Episode Listen Later Dec 15, 2025 53:01


    Don Schaefer from Springfield, IL based Mid-West Truckers Association discusses a nationwide crackdown on CDL mills. Illinois FFA Center Assistant Director John Edgar highlights several conferences.Joe Camp with Commstock Investments previews a new market week.  

    Brownfield Ag News
    Soybeans were mixed overnight | Morning Market Minute

    Brownfield Ag News

    Play Episode Listen Later Dec 15, 2025 1:22


    Brownfield Commodity Market Reporter John Perkins has your look at the mixed overnight move in soybeans, the losses in corn and wheat, and how cattle and hogs could start the week.Learn more about what's happening in the agriculture markets here: https://brownfieldagnews.com/markets/Find more agriculture news here: https://brownfieldagnews.com/Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: @BrownfieldAgNews » Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsSubscribe and listen to Brownfield Ag News:➡︎ Apple: https://podcasts.apple.com/dz/podcast/brownfield-ag-news/id1436508505➡︎ Spotify: https://open.spotify.com/show/4qoIHY9EYUV9sf5DXhBKHN?si=a4483aaa1afd445eBrownfield Ag News creates and delivers original content across multiple media platforms. Brownfield is the largest and one of the oldest agricultural news networks in the country carrying agricultural news, markets, weather, commentary and feature content.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
    Bullseye Craig Johnson's 2026 Outlook: Stock Market Reality Check

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 13, 2025 24:13


    Dec 12, 2025 – Wall Street buzzes with anticipation as Jim Puplava interviews Craig Johnson, Chief Technical Analyst at Piper Sandler, about the market's future. With the S&P 500 nearing Johnson's “bullseye” target and investors hungry for...

    Financial Sense(R) Newshour
    The Dollar's Tipping Point: Chris Puplava on What's Next for Precious Metals and Asset Allocation

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 13, 2025 27:48


    Dec 12, 2025 – With silver soaring to multi-year highs and the dollar at a critical turning point, Chris Puplava, CIO at Financial Sense Wealth Management, argues that the next move for the dollar will have significant consequences for precious metals...

    The Korelin Economics Report
    Brien Lundin & Jeff Christian – Silver's $60+ Surge & The “Debasement Trade” Playbook

    The Korelin Economics Report

    Play Episode Listen Later Dec 13, 2025


      This Weekend Show is all about precious metals momentum, and the why behind it. Brien Lundin argues we're watching the classic bull-market baton pass...

    Financial Sense(R) Newshour
    Bruce Mehlman: Why the 2026 Midterm Math Doesn't Favor Trump

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 12, 2025 30:27


    Dec 12, 2025 – As midterms approach, Bruce Mehlman and Jim Puplava discuss how presidential approval, inflation, AI, and regulation are shaping up for an interesting political landscape for 2026 with the biggest surprise likely to come from...

    Financial Sense(R) Newshour
    2026 Outlook: Data Centers, Inflation, and US Growth with ITR Economics (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 12, 2025 2:34


    Dec 11, 2025 – Seeking a rigorous, data-driven perspective on the U.S. economic outlook? Lauren Saidel-Baker of ITR Economics explores the key macroeconomic themes for 2026 including the data center buildout, inflationary headwinds...

    Narrow Row
    Dec 12 | Closing Market Report

    Narrow Row

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


    - Mike Zuzolo, GlobalCommResearch.com- Steve Sopher, UPL- Eric Snodgrass, NutrienAgSolutions.com ★ Support this podcast ★

    The John Batchelor Show
    S8 Ep186: Commodities Update from France: Colleague Simon Constable reports from France on unseasonably warm weather and rising copper prices driven by tech demand, noting cocoa prices dropped while coffee remains expensive, discussing farmers' effective

    The John Batchelor Show

    Play Episode Listen Later Dec 11, 2025 10:10


    Commodities Update from France: Colleague Simon Constable reports from France on unseasonably warm weather and rising copper prices driven by tech demand, noting cocoa prices dropped while coffee remains expensive, discussing farmers' effective non-violent protests in Europe and contrasting European energy shortages with the electricity needs of AI development. 1901

    Real Vision Presents...
    Fed Rate Cut, Rising Jobless Claims, and Pressure on Risk Assets: PALvatar Market Recap, December 11 2025

    Real Vision Presents...

    Play Episode Listen Later Dec 11, 2025 3:32


    ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar highlights mixed global equity performance following the Fed's quarter-point rate cut and a sharp rise in U.S. jobless claims that has unsettled markets. European indices trade higher as investors weigh dovish policy signals, while Switzerland holds rates at zero amid soft inflation. Commodities weaken with a steep drop in oil, and crypto retreats as risk sentiment fades following disappointing tech earnings.

    Financial Sense(R) Newshour
    David Woo: Fed's Hawkish Cut and the 2026 Big Tech Challenge (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 11, 2025 2:53


    Dec 10, 2025 – Is the AI boom saving the U.S. economy—or setting it up for a crash? FS Insider's Cris Sheridan speaks with David Woo to unpack the Fed's latest “hawkish” rate cut and just how much the US market outlook is riding on continued...

    RBN Energy Blogcast
    Popular – U.S. E&Ps Continue to Maintain Investor Support Despite Commodity Price Plunge

    RBN Energy Blogcast

    Play Episode Listen Later Dec 11, 2025 13:14


    The E&Ps we track have retained investor support over the past three years despite a drop in oil prices. Their formula has been throttling back costs and investment to prioritize shareholder returns.

    Commodity Week
    Dec 11 | Commodity Week

    Commodity Week

    Play Episode Listen Later Dec 11, 2025 29:50 Transcription Available


    - Mike Zuzolo, GlobalCommResearch.com- Eric Snodgrass, NutrienAgSolutions- Logan Kimmel, RoachAg.com ★ Support this podcast ★

    InvestTalk
    The Holiday Debt Trap: BNPL "Phantom Debt"

    InvestTalk

    Play Episode Listen Later Dec 10, 2025 45:26


    Adobe Analytics has reported that "Buy Now, Pay Later" (BNPL) usage hit an all-time high of $10.1 billion in November 2025, and this "phantom debt" doesn't always show up on credit reports immediately.Today's Stocks & Topics: PepsiCo, Inc. (PEP), Market Wrap, “The Holiday Debt Trap: BNPL "Phantom Debt"”, Primoris Services Corporation (PRIM), Firefly Aerospace Inc. (FLY), Commodities, Netflix, Inc. (NFLX), Entergy Corporation (ETR).Our Sponsors:* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

    Financial Sense(R) Newshour
    Silver Spikes Over $60 on Massive Short Covering Rally. What Next?

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 10, 2025 16:24


    Dec 9, 2025 – Silver has doubled in price this year, surging from below $30 to a record high above $60. On this episode, FS Insider welcomes precious metals expert Bob Coleman—who accurately predicted a major "short-covering rally" in silver...

    Financial Sense(R) Newshour
    The Geopolitical Gold Rush: Singapore's Strategic Ascent (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 10, 2025 1:54


    Dec 9, 2025 – Rising geopolitical tensions are pushing global capital and institutions to seek out safe havens. Enter Singapore—a strategically neutral powerhouse—and gold, the world's ultimate safe-haven asset. The intersection of these two forces...

    Facts vs Feelings with Ryan Detrick & Sonu Varghese
    Is Reacceleration in the Cards? (Ep. 165)

    Facts vs Feelings with Ryan Detrick & Sonu Varghese

    Play Episode Listen Later Dec 10, 2025 53:23


    In this week's episode of Facts vs Feelings, Ryan Detrick and Sonu Varghese dig into the market's latest shift toward a potential economic reacceleration, looking at rising global yields, what the renewed steepening of the yield curve may signal, and how broadening market leadership is shaping their outlook. They go through the rebound in tech, the breakout in commodities, stubborn inflation pressures, and the mixed but still-stable labor market. With the Fed's next move approaching, Ryan and Sonu discuss what policymakers may be forced to confront as growth picks up and investors try to position through the final weeks of the year.Key Takeaways:• Global yields are climbing: The move appears driven more by improving growth expectations than by renewed inflation fears.• The yield curve is steepening: Long-term rates are rising faster than short-term ones, signaling firmer economic momentum.• Market leadership is broadening: Tech is rebounding while financials, industrials, and small caps are showing notable strength.• Commodities are breaking out: A wide range of materials is moving higher, hinting at early reflation even without oil participating.• Inflation is easing but still sticky: Price pressures remain above the Fed's comfort zone as it prepares for additional rate cuts.Jump to:0:00 – Reacceleration & Markets Setup4:55 – Global Yields, Carry Trade & Yield Curve Shifts9:13 – Bear vs Bull Steepener Explained16:40 – Tech's Streak, Market Breadth & Sector Rotation24:00 – Commodities Breakout & Late-Cycle Signals32:20 – Inflation pressures: PCE, Services & Risks38:30 – Fed Cuts, Labor Market Trends & Income StrengthConnect with Ryan:• LinkedIn: Ryan Detrick• X: @RyanDetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @SonuVargheseQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

    Market Signals by LPL Financial
    Highlights from The LPL Outlook 2026: Stocks, Bonds, Currencies and Commodities | LPL Market Signals

    Market Signals by LPL Financial

    Play Episode Listen Later Dec 9, 2025 46:50


    This week on LPL Market Signals, LPL Research's Chief Equity Strategist, Jeffrey Buchbinder, Chief Technical Strategist, Adam Turnquist, and Chief Fixed Income Strategist, Lawrence Gillum share highlights from Outlook 2026: The Policy Engine. The strategists cover the firm's expectations for stocks, bonds, the U.S. dollar, and key commodities in 2026. Tracking: #834380