Podcasts about commodities

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  • 2,193PODCASTS
  • 13,432EPISODES
  • 22mAVG DURATION
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  • Jun 25, 2022LATEST
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    Best podcasts about commodities

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    Latest podcast episodes about commodities

    The Korelin Economics Report
    Weekend Show – Markets and Metals – Strategies To Make Money In These Bear Markets

    The Korelin Economics Report

    Play Episode Listen Later Jun 25, 2022


    Another tough week in the markets at least ended on a slightly positive note. The fall in commodities lead by energy and copper was noteworthy...

    The Acid Capitalist podcasts
    The Week That Commodities Confirmed the Worst

    The Acid Capitalist podcasts

    Play Episode Listen Later Jun 25, 2022 56:32


    Another live performance reflecting on tribal questions and the precipitous decline in commodity prices one week after the Fed's latest interest rate hike#Commodities #Trading #Hedgefunds

    Financial Sense(R) Newshour
    Jim Steffens: Diesel Fuel Inventory a Big National Security Situation

    Financial Sense(R) Newshour

    Play Episode Listen Later Jun 24, 2022 41:42


    Jun 24 – Is inflation under control? Are more rate hikes ahead? Joining us on the Financial Sense Newshour is Craig "Bullseye" Johnson of Piper Jaffray . Craig thinks we have not yet hit market lows... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

    Financial Sense(R) Newshour
    Dan Steffens: Diesel Fuel Inventory a Big National Security Situation

    Financial Sense(R) Newshour

    Play Episode Listen Later Jun 24, 2022 41:42


    Jun 24 – Is inflation under control? Are more rate hikes ahead? Joining us on the Financial Sense Newshour is Craig "Bullseye" Johnson of Piper Jaffray . Craig thinks we have not yet hit market lows... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

    Trader Merlin
    Trading Week Wrap Up - 6/24/22

    Trader Merlin

    Play Episode Listen Later Jun 24, 2022 45:55


    Equity market surged Friday, erasing all of the week's losses for the major market indexes. Commodity prices plunged and crypto finally gets a glimmer of hope! Grab cold beverage and join me for today's trading week wrap up starting at 2pm PST today! #Trading #investing  #options #centralbanks #bonds Sign up for a free, 6 video course on Cryptocurrency here: https://www.tradingacademy.com/crypto/ Contact TraderMerlin: Email – TraderMerlin@gmail.com LinkedIn: https://www.linkedin.com/groups/13930555/ 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/TraderMerlin   Trading Applications used: TastyWorks, CliK, TradeStation, TradingView

    Narrow Row
    Jun 24 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Jun 24, 2022 19:54


    - Mike Zuzolo, GlobalCommResearch.com - Nick Seiter, ILLINOIS Extension - Eric Snodgrass, NutrienAgSolutions.com

    The Korelin Economics Report
    Craig Hemke – Copper, Gold Stocks and Silver Stocks, What's Going To Stop The Drop?

    The Korelin Economics Report

    Play Episode Listen Later Jun 24, 2022


    Craig Hemke, Founder and Editor of TF Metals Report joins me to recap the selloff in copper, gold stocks and silver stocks over the past...

    The Korelin Economics Report
    Vizsla Silver – Drilling At Copala Hits High-Grade, Long Widths and Expands The Mineralized Footprint, 9 Drill Rigs On Site

    The Korelin Economics Report

    Play Episode Listen Later Jun 24, 2022


    Mike Konnert, President and CEO of Vizsla Silver (TSX.V:VZLA – NYSE:VZLA) joins me to recap recent drill results from the Copala-Tajitos resource area announced June...

    AgDay Podcast
    AgDay 06/24/22

    AgDay Podcast

    Play Episode Listen Later Jun 24, 2022 20:18


    Commodity markets slump on Thursday. We dig into where the pressure is coming from and what it means for prices in the weeks ahead. Plus, the latest drought monitor raises the possibility of new dryness in the Midwest.  See omnystudio.com/listener for privacy information.

    The Kinetic Enterprise(tm): Built to Evolve, Presented by Deloitte
    Sparking An Evolution in Commodity Trading & Risk Management

    The Kinetic Enterprise(tm): Built to Evolve, Presented by Deloitte

    Play Episode Listen Later Jun 24, 2022 60:00


    When it comes to commodity trading, making the “right” decisions can seem a lot tougher these days—given ongoing supply chain disruptions, energy prices, cost pressures, sustainability goals, and other factors. Add disparate data sources and legacy IT to the mix, and the challenges grow. Increasingly, leaders realize they need to integrate and standardize the systems that support commodity trading—to get closer to a single version of the truth. Such a move can be a business differentiator, allowing you to visualize a more unified landscape, identify opportunities for value, manage risks, and move faster. Listen in as Deloitte and SAP thought leaders share insights for creating a built-to-evolve commodity trading ecosystem. The conversation will explore the complexities of today's environment—from customer expectations to carbon trading. Hear about the latest capabilities for Commodity Trading and Risk Management (CTRM) and find out how they can blend with a broader transformation journey. Panelists will also discuss use cases, emerging trends, and key transformation considerations. We'll ask Sam Stuckey, Dean Stiles and Trent Gall for their insights on The Kinetic Enterprise: Sparking an evolution in commodity trading and risk management.

    Narrow Row
    Jun 23 | Commodity Week

    Narrow Row

    Play Episode Listen Later Jun 24, 2022 31:19


    Panelists - Curt Kimmel, BatesCom.net - Chip Nellinger, BlueReefInc.com - Wayne Nelson, L&M Commodities

    Trade Talk from a Hedge Fund Insider
    Soft Commodities: The Next Block Buster Trade

    Trade Talk from a Hedge Fund Insider

    Play Episode Listen Later Jun 23, 2022 13:53


    Food prices are rising and we haven't even had the fall harvest of soft commodities. In this episode we explore what is happening with food prices. --- Support this podcast: https://anchor.fm/gsc/support

    The Korelin Economics Report
    Brien Lundin – Copper Continues To Breakdown, Gold and Silver Stocks Also Selling Off, What Will Stop The Pain?

    The Korelin Economics Report

    Play Episode Listen Later Jun 23, 2022


    Brien Lundin, Editor of The Gold Newsletter and Organizer of The New Orleans Investment Conference joins me to discuss the selloff in copper and precious...

    Narrow Row
    Jun 23 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Jun 23, 2022 23:49


    - Matt Bennett, AgMarket.net - Gary Schnitkey, ILLINOIS Extension - Mike Tannura, storm.net

    The Korelin Economics Report
    Benchmark Metals – A Dive Into The Updated Resource At The Lawyers Project, Now At 3.55 Million Oz Gold Equivalent

    The Korelin Economics Report

    Play Episode Listen Later Jun 23, 2022


    Jim Greig, President of Benchmark Metals (TSX.V:BNCH – OTCQX:BNCHF) joins me to recap the updated Resource Estimate at the Lawyers Gold and Silver Project, in...

    The Korelin Economics Report
    Allied Copper – Permits Received For The Klondike Property, Drilling Starting In July

    The Korelin Economics Report

    Play Episode Listen Later Jun 23, 2022


    Kyle Hookey, President and Acting CEO of Allied Copper (TSX.V:CPR – OTCQB:CPRRF) joins me to provide an overview of the drill plans at the Klondike...

    Morning Invest
    The Cold War heats up as the BRICS conference goes on. Russia proposed the idea of a commodity-based currency for Brazil, Russia, India, China and South Africa. Would this crush the U.S. dollar as the world's default currency? #putin

    Morning Invest

    Play Episode Listen Later Jun 23, 2022 83:02


    Signs of civil war are emerging as The Supreme Court nears its decision. Putin calls for a new reserve currency at BRICS based on commodities. New studies on natural immunity. And the truth about fossil fuels. 

    The John Batchelor Show
    #Commodities. Gold holds value, crypto doesn't. Simon Constable, Barron's

    The John Batchelor Show

    Play Episode Listen Later Jun 23, 2022 10:55


    Photo: #Commodities. Gold holds value, crypto doesn't. Simon Constable, Barron's https://www.barrons.com/articles/gold-prices-stocks-bonds-crypto-plunge-51655445600 Simon Constable,  Forbes Edinburgh; economist, journalist, currently based in Scotland; and author, The WSJ Guide to the 50 Economic Indicators That Really Matter: From Big Macs to "Zombie Banks," the Indicators Smart Investors Watch to Beat the Market.   

    Narrow Row
    Jun 22 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Jun 22, 2022 23:49


    - Jacquie Voeks, TotalFarmMarketing.com - USDA NASS Crop Conditions State Reports - Greg Johnson, TotalGrainMarketing.com - Drew Lerner, WorldWeather.cc

    The Korelin Economics Report
    Jordan Roy-Byrne – Copper Below $4, Energy Selling-Off, All This Pointing To Disinflation and Possible Recession

    The Korelin Economics Report

    Play Episode Listen Later Jun 22, 2022


    Jordan Roy-Byrne, Founder and Editor of The Daily Gold joins me to focus on copper and oil. Both of these commodities have pulled back in...

    At Any Rate
    At Any Rate: Goodbye to Negative Yields: What to own in world of rising yields over the long term

    At Any Rate

    Play Episode Listen Later Jun 22, 2022 26:51


    In this episode of At Any Rate, we say goodbye to negative-yielding debt, which has declined rapidly to just $5.9trn from a peak of $17.2trn in Q1/2020, with Japan now accounting for 78% of the remaining stock. Structural forces pointing to higher real yields, greater macro volatility and faster moving business cycles. Much higher US inflation volatility could easily make inflation average 3-4% over the next decade. A traditional 60/40 equity-bond allocation by our estimates prices in ~5% pa return the next decade, up from 3% at the end of 2021, as the market repricing year-to-date has cheapened US bonds and equities, and raised our 10-year out expected returns by 2% pa relative to end-2021. We favor assets where income can rise more with inflation, and where asset prices fall less, favoring Health Care and Financials, EM FX, Commodities (ex-Gold) and market-neutral hedge funds. Commodity-linked assets provide an effective hedge against the risk of a persistent rise in inflation, including livestock, industrial metals, and energy futures with Energy stocks favored over the short run and Global Utility stocks over the long run. Speakers Joyce Chang, Chair of Global Research Jan Loeys, Head of Long-term Strategy Alex Wise, Long-term Strategy Preetham Nanda, Global Index Research Peter McCrory, US Economic Research   This podcast was recorded on June 15, 2022. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2022 JPMorgan Chase & Co. All rights reserved.  

    Financial Survival Network
    What Isn't Falling Apart? w/John Rubino #5537

    Financial Survival Network

    Play Episode Listen Later Jun 22, 2022 32:24


    Japan's central bank loses control of interest rates. Is this the future of the US and Europe? Cryptos are stabilizing, but other defaults are looming so the carnage might not be over.  Energy markets in turmoil -- Germany is rationing gasoline and reactivating old coal plants to offset the lack of Russian gas.  Heat waves are disrupting the US south.and midwest.s electric grids and killing homeless people and livestock. Another reason to expect food shortages and higher prices next year.  Electricity rates are set to double. Here's why. Tesla raises prices again and again. Commodity price increases are being passed on to consumers which will have a huge negative effect on politics and the upcoming elections.

    The HC Insider Podcast
    Algorithmic trading and Commodities with Stephen Roseme

    The HC Insider Podcast

    Play Episode Listen Later Jun 22, 2022 49:33


    Institutional firms have been utilizing algorithms to trade commodities for years and the adoption of this approach appears to be accelerating.  The scale is such that even the markets themselves may be changing.  Why?  What are the advantages for a trader to distill trades into series of pre-determined decisions? What's the impact? How should (and in many cases are) traditional market participants adapt and adopt? Our guest is Stephen Roseme, founder and CEO of the Bridgeton Group, the developer of a proprietary algorithmic and data analytics platform used by commodities trading houses and institutional investors.To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

    Saxo Market Call
    Commodities rout points to recession fears

    Saxo Market Call

    Play Episode Listen Later Jun 22, 2022 20:39


    Slide deck:  https://bit.ly/3QDRt4w   - Click here to open an account with Saxo  Today we note the whiplash-inducing turnaround in sentiment after yesterday's squeeze higher in US equities failed to spark any new positive tone in Asia, where an ugly slide in risk sentiment unfolded overnight, led by a steep sell-of in South Korean equities, as the country and its markets are at the intersection of many interesting themes. Elsewhere, an acceleration of the negative momentum in key commodities suggest that market is beginning to call a recession. Stocks to watch, the macro calendar, currencies and more also on today's pod, which features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX. Intro and outro music by AShamaluevMusic

    The Final Bell
    The Tuesday Fontanelle Final Bell with Mike Zuzolo with Global Commodity Analytics

    The Final Bell

    Play Episode Listen Later Jun 21, 2022 13:20


    6-21-21 • Back from a holiday weekend & wheat had struggles • Delay of export numbers & crop progress • Weather market continues • Grain & Ukraine • Cattle weights with heat • Hog slaughter is down

    The Korelin Economics Report
    TG Watkins – Watching Volatility and Oil During This Market Rally

    The Korelin Economics Report

    Play Episode Listen Later Jun 21, 2022


    TG Watkins, Director of Stocks at Simpler Trading and Editor of the Profit Pilot website joins me to share his trading strategy for the general...

    Narrow Row
    Jun 21 | Closing Market Repor

    Narrow Row

    Play Episode Listen Later Jun 21, 2022 23:49


    - Wayne Nelson, L&M Commodities - $$$ Conservation Webinar $$$ - Don Day, DayWeather.com - Dave Chatterton, SFarmMarketing.com

    The Korelin Economics Report
    Joel Elconin – Extreme Bearish Sentiment Has No One Trusting Any Market Bounces, Does That Mean It's Early Or Late Stage Bear Market?

    The Korelin Economics Report

    Play Episode Listen Later Jun 21, 2022


    Joel Elconin, Co-Host of the Benzinga PreMarket Prep Show and Editor of the PreMakret Prep website joins me to discuss general bearish sentiment and the...

    XtremeAg: Cutting The Curve Podcast
    5 BIG Commodity Marketing Mistakes Farmers Make

    XtremeAg: Cutting The Curve Podcast

    Play Episode Listen Later Jun 21, 2022 36:44


    Modern farming operations have a lot of moving parts and, as such, farm operators wear a lot of hats — business owner, equipment manager, purchasing agent, employee supervisor, part time agronomist, and grain marketer. The last role — grain marketer— can be a real challenge given the volatility of commodity prices and the complexity of the marketplace. Because grain marketing is so challenging, the people of Silveus Financial identified the 5 most common marketing mistakes farmers make. Silveus's risk advisors Sean Findley and Bryce Guse join me to help your farm avoid those mistakes. Presented by Silveus Financial The risk of loss in trading futures and/or options is substantial and each investor and/or trader must consider whether this is a suitable investment. Past performance, whether actual or indicated by simulated historical tests of strategies, is not indicative of future results.

    Market to Market - The MtoM Podcast
    The Land Remains with Neil Hamilton

    Market to Market - The MtoM Podcast

    Play Episode Listen Later Jun 21, 2022 0:45


    Neil Hamilton spent years in the classroom preparing lawyers for the world of agriculture. He also has strong roots in the land that tie together in a new book that gives farmers on the land, owners away from the farm and those who eat something to think about.

    Financial Sense(R) Newshour
    The Courage to Face COVID-19

    Financial Sense(R) Newshour

    Play Episode Listen Later Jun 20, 2022 29:50


    Jun 20 – Jim Puplava welcomes Dr. Peter McCullough to discuss his new book The Courage to Face COVID-19, vaccination, what works against COVID, whether children should be vaccinated, and much more... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

    The Korelin Economics Report
    John Rubino – Bank of Japan Trying A Different Strategy, Energy's Pullback and Cryptos Threatening To Breakdown

    The Korelin Economics Report

    Play Episode Listen Later Jun 20, 2022


    John Rubino, Founder of The Dollar Collapse website joins me to discuss the Bank of Japan’s monetary policy that is very different from the other...

    The Korelin Economics Report
    Novo Resources – More Information On The Production Pause, Possible Restart and Ongoing Exploration

    The Korelin Economics Report

    Play Episode Listen Later Jun 20, 2022


    Mike Spreadborough, Executive Co-Chairman and Acting CEO of Novo Resources (TSX:NVO – OTCQX:NSRPF) join me to recap the recent news of pausing production and moving...

    Narrow Row
    Jun 20 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Jun 20, 2022 23:09


    Juneteenth Holiday Special - Morrill Act - Emancipation Proclamation - General Order 143 - Wade-Davis Bill - Surrender at Appomattox - 13th Amendment - Juneteenth

    The Farmers Weekly Podcast
    New blackgrass herbicide, food strategy verdict, latest commodity prices, farming in New Zealand and Ukraine, & Women in Food & Agriculture

    The Farmers Weekly Podcast

    Play Episode Listen Later Jun 20, 2022 56:09


    In this episode, the pick the bones out of the government's long-awaited national food strategy for England.Has it been worth waiting for? Will it help deliver a better future for food and farming? Or is it – as critics suggest – a disappointment?We give our verdict on a 'game-changing' new herbicide to tackle some of the UK's most challenging grassweeds – including blackgrass and ryegrassOn the markets, we find out why there has been a sudden dip in arable prices.We pay a visit to New Zealand, where farmers are improving their environmental credentials – and discover why it matters for UK livestock producers.And we learn how women are the driving force behind Ukraine farmers following the Russian invasion earlier this year.This episode of the Farmers Weekly Podcast is co-hosted by Johann Tasker and Surrey farmer Hugh Broom, with FW arable correspondent Louise Impey and FW machinery reporter Matilda Bovingdon. 

    The Korelin Economics Report
    Aurion Resources – More High-Grade Gold Intercepts At The Helmi Discovery

    The Korelin Economics Report

    Play Episode Listen Later Jun 20, 2022


    Matti Talikka, CEO of Aurion Resources (TSX.V:AU – OTCQX:AIRRF), recaps the recent high-grade drill results out of the Helmi Discovery on the Aurion-B2Gold Joint-Venture.

    Economy
    Energy market update

    Economy

    Play Episode Listen Later Jun 20, 2022 4:45


    Callum Macpherson, head of Investec's Commodities desk, gives an update on the energy market. - Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. HELP MITIGATE YOUR RISK

    Get Rich Education
    402: Rents Surging Faster Than Home Prices, Inflation & Interest Rates Soar, Investor Resources

    Get Rich Education

    Play Episode Listen Later Jun 20, 2022 42:32


    For many, it's become a scary world with $5-$6 gas, soaring food prices, spiking rents, the medical system is still a mess, and wages aren't keeping up with inflation. Inflation is at a 40-year high of 8.6%. The Fed raised rates ¾%, the biggest jump in 28 years. For every $1M in real estate debt that you have, you're benefiting $86,000 each year due to your debt debasement. Affordability has become so bad for wannabe first-time home buyers that increasingly, they're becoming your renter. Many project rent growth to exceed home price growth this year. Rent.com's Rent Report shows a 26% annual rent increase nationally. Every 1% in a mortgage rate increase decreases a buyer's purchasing power by 12%. GRE's COO Aundrea Newbern, MBA joins me. We discuss our favorite RE information sources. Aundrea expects to diversify her RE portfolio into more markets. She's been focused on southeast Georgia. Some RE resources we use: www.city-data.com, US Census Bureau data, CNBC.com, HousingWire.com, FRED data, the MLS, AirDNA.co, GREmarketplace.com. When considering adding to your RE portfolio, simply talking to a Property Manager can be more valuable than the best website. Aundrea sees a balanced market at prices $250K+, and a sellers' market at prices below $250K in southeast Georgia. Days On Market (DOM), Sale-To-List Price Ratio discussed. LTRs are in high demand and low supply. STRs are saturated in many markets. Resources mentioned: Show Notes: www.GetRichEducation.com/402 Rent.com's Rent Report: https://www.rent.com/research/average-rent-price-report/ Get mortgage loans for investment property: RidgeLendingGroup.com or call 877-74-RIDGE JWB's available Florida income property: CashFlowAndGrowth.com To learn more about eQRPs: text “GRE” to 307-213-3475 or: eQRP.co By texting “GRE” to 307-213-3475 and opting in, you will receive periodic marketing messages from eQRP Co. Message & data rates may apply. Reply “STOP” to cancel. Make passive income with apartment and other syndications: www.imaccredited.com Best Financial Education: GetRichEducation.com Get our free, wealth-building “Don't Quit Your Daydream Letter”: www.GetRichEducation.com/Letter Our YouTube Channel: www.youtube.com/c/GetRichEducation Top Properties & Providers: GREmarketplace.com Follow us on Instagram: @getricheducation Keith's personal Instagram: @keithweinhold   Partial transcript: Welcome to GRE! I'm your host, Keith Weinhold. There's so much to pack into one show today - inflation at its highest rate in over 40 years, the Fed raising interest rates the most in 28 years, rents are going up fast, then GRE's COO Aundrea Newbern & I on our favorite REI resources. Today, on Get Rich Education.   _______________________   Welcome to GRE! From Auckland, NZ to Oakland, CA and across 188 nations worldwide. This is Get Rich Education. I'm your host, Keith Weinhold.   Before I discuss real estate, what's happening with inflation & interest rates is so exceptional that I want to cover this first.   When the latest inflation reading came in at 8.6%, it dashed hopes that it's peaked. We have no evidence that it's peaked.   And as I like to say, that 8.6% is just the level that the government is willing to admit to. It's really higher.   It's the third month in a row that it has exceeded 8%.   Treasury Secretary Janet "Grandma" Yellen has already warned of what she calls "unacceptable levels of inflation".   And Yellen looks like my late Grandma Weinhold. Yeah, they look a lot alike. One difference though, is that Grandma was not wrong about inflation.    Another difference between my grandmother and Yellen is that… Janet Yellen never gave me Star Wars action figures on Christmas like my Grandma did.   Well, for many people, especially in the lower middle class, it's become a scary world with devastating $5-6 gas, soaring food prices and spiking rents. (I'll get to that shortly). The medical system is still a mess. Wages are up perhaps only 5%.   Their quality of life is really suffering now.   Libertarians point out that fiat inflation is theft of one's private property. You earned a dollar. Now your prosperity has been stolen.   Sneaky shrinkflation is stealing from you too. Yeah, you're not imagining it,    Gatorade has trimmed its 32 ounce bottles down to 28 ounces. A small box of Kleenex has shrunk from 65 tissues down to 60.    Package sizes are shrinking faster than Lake Mead, all while producers charge the same price or more. That's what shrinkflation means.   It's become an awful economic malady for consumers.   So, let's talk about higher interest rates since that's what can keep inflation from soaring.   Many interest rate types are based off of the Federal Funds Rate.   Now, I like to look at history to see what typically happens in like scenarios. History doesn't tell you everything, but many people don't look at it.   Rewinding three years, this rate was hiked up to 2.5% by early 2019… and the stock market was freaking out by then. Trump even demanded a rate cut. He got it and that, turned stocks around.   Yes, Presidents are supposed to stay independent of the Fed, but, in any case…   Just last week, the Fed Funds Rate was raised up to 1.75%... and the stock and crypto markets have already taken a swan dive off the high board.   Everyone thinks that rates are going to be raised again at the next Fed meeting next month.   So how do you think that equity markets are going to like that? History shows us that they don't.   But see, history shows us that even when the Fed Funds Rate is raised to 10%, it can take years to quell inflation.   Commodities like housing, food, and energy, often excel in either inflationary times or recessionary times.   That's where you want to be. Buy & own what people need, not what they want.   These things have a finite supply. Bringing them into existence takes "proof of work".    Proof of work means that it takes real world resources to extract or produce something—like framing roof trusses, growing timber for lumber, mining gold, extracting oil, or growing wheat.    If you held any of these commodities individually, you might merely hedge inflation.   But if you can control an entire commodity by only putting one-quarter or one-fifth of your "skin in the same", then you get to short the dollar too.   "Shorting" means that you're betting that something is going to fall in value—the dollar in this case.   Now you're creating leverage and arbitrage. You're really profiteering from inflation ehre.   Real estate is like a basket of commodities. It is made of: lumber and copper and glass and all kinds of commodities.   So, if you have $1M in real estate debt, it's now being debased at a rate of 8.6%. Great.   This effect alone has increased your prosperity by $86,000 this year—$86,000 this year alone, and that's besides appreciation, income, tax benefits, and amortization.   Yeah, you've got an $86K tailwind.   Do you remember back in 2019 when I did the podcast episode called The Debt Decamillionaire? It was Episode 260. You might remember that episode.   That's when I touted the counterintuitive merits of taking out $10M in real estate debt... with the payments outsourced to tenants.   Now, I know that not everyone has the wherewithal to do that. But if you were able to implement that plan, it has now created an extra $860,000 of annual wealth for you.   Yes, as one of just five ways you're paid.   If you think that sounds scary - or unconventional - it's definitely unconventional. Because being conventional gets one nowhere.   So, though you might have not been able to amass that much good debt, I was ahead of the inflation, helping you get out in front of it to take advantage of it. Of course, I talked about it well before 2019 too.   And, no, I sure didn't know that a pandemic was coming in 2020 and it was going to bring all this inflation this quickly… but that is how things worked out.   Now, if you're uninitiated on this, if you originate $10M in loans, understand something. Your net worth didn't just decrease by $10M on the day that you got the loan.    The day that you originate the loan, what happens is that you've now got $10M in your asset column and $10M in your debt column.   Leverage amplifies the $10M in your asset column… and then your debt column erodes through both tenant-made principal paydown - and this higher inflation.   Maybe I'm stretching your thinking just merely by discussing 8-figure debt like that.   So why is someone really compelled to be a real estate investor today?   One big reason is that soaring inflation is going to be around for a while.   So last Wednesday, when the Fed raised interest rates three-quarters of 1% - their highest daily increase since 1994.   Understand that higher interest rates decrease demand. There's another name for substantially decreased demand. That is called a recession. I don't know if we'll get that far.   Now, capitalism is not inherently inflationary.   Sure, as employers' demand for labor rises, that's inflationary.   But as businesses compete to offer goods and services at the lowest price - which is capitalism - that's deflationary.   Libertarians are quick to point out that America has too much government intervention to be considered a truly capitalist economy anymore. That's a different conversation.   But some have speculated that politicians are plotting another stimulus check drop on American citizens so that they can deal with inflation.   I really hope that they do not do that. Sheesh, this would be a policy blunder. This would be like shooting a man that's already dead.   This absurd approach of "printing up currency" would be to help people deal with the consequences of... "printing up currency".   If you think that's preposterous, well…   Quebec is actually doing this. They're issuing $500 stimulus checks to help the Canadian province's residents deal with inflation.   Yeah, that's really happening.    Soaring gas prices aren't just painful for summer road-trippers. Because fuel is a critical input for so many goods and services, higher costs are causing havoc across the economy in a lot of places that you wouldn't expect it… Aviation: Airfares in the US skyrocketed 19% in April from a month earlier, an increase that is almost exclusively driven by a jump in jet fuel prices, United CEO Scott Kirby said. Now, you might have expected that one. But get this… Law enforcement: A sheriff's department in Michigan instructed its deputies to cut back on visits for non-urgent calls because it had blasted through its fuel budget with months remaining until a new one kicks in. (Yeah, inflation affecting law enforcement!) Emergency services: An ambulance crew in Pittsburgh said it was limiting its service outside of 911 calls after facing a similar budget crunch. Its fuel expense for the full year is typically $50,000, and it's already got close to that entering June. Landscaping: Lawnmowers and trimmers use gas to make your front yard the envy of the neighborhood. But after absorbing all of the cost increases they can, some landscapers have slapped a surcharge on customers, and others are even looking into electric mowers and propane as an alternative fuel. In any case, a look at history tells us that we could be in for high inflation for a full decade.   So make financial decisions accordingly.   Risk assets are typically really sensitive to big moves in inflation and interest rates.   Major stock indices are down, down, down.   And cryptocurrencies are in an all-out historic meltdown. They're more volatile than stocks, and many have lost 50%-60%+ of their value just this year.  Crypto trading platforms have halted withdrawals Companies cut jobs Panicked investors dumped their holdings The public is finally dismissing promoters' claims of "Hey, I made $50k on doodoo coin. So you can you!". You don't really hear that lately.   Let's Go Brandon Coin, now worth $0.00. And “Let's Go Brandon” coin makes Dogecoin look like some sort of respectable family heirloom.   I actually still think bitcoin could have some potential, but…   So then where to look? Where do you go for yield today?   Some feel that the "true rate of inflation" is 15% today. Then that's how much prosperity you lose by storing cash.   (I believe it's wise to hold at least 3-5% of your real estate portfolio's value in cash.)   One place could be oil if you think there's still a runup to be had there. But oil has performed well so far this year. Gold still hasn't really awakened despite inflation.   What you can do… is…   Follow the money. Big institutional buyers like American Homes 4 Rent keep plowing money into real estate, especially single-family rental homes.   That's historically the place to be in times of either high inflation or a recession.   Though the institutional share is increasing, the overwhelming majority of homes are still bought by individuals just like you.   In the fourth quarter of 2021, institutional buyers only comprised 18% of home purchases.    As affordability clamps down on wannabe first-time homebuyers, unfortunately, many of these fine people never make it to the closing table.   Every 1% in a mortgage rate increase decreases a buyer's PP by 12%.   Mortgage interest rates are now 6%+ on OOs, about 7% on rentals. I believe that the only way houses are going to get more affordable anytime soon is if mortgage rates come down. That's because home prices aren't coming down anytime soon.   So what do these priced-out people do? Increasingly, they become your renter.    Rent price growth is predicted to outpace home price growth this year.   Though some measures are lower, Rent.com's Rent Report shows an astounding 26% annual national rent increase.   While a lot of major markets are struggling with a streak of Fed rate hikes that could drag on longer than the final two minutes of an NBA game...   ...for real estate investors, the rent just keeps flowing in.    And here's what it comes down to. Picture this. Like I've discussed before, first home prices rise, and then rents follow later.   Picture two waves. Say that these two waves are 18 months apart. The first wave is home prices. Today, prices are still climbing but the wave has likely crested.   That second wave that's coming in now are the torrid rent price increases.   The trough between the two waves is where the cash flow is worst on new purchases.   And now the second wave - that rent increase wave - is building.    That's the ah… seafaring here in the rental housing market ocean if you will.    Hey, In the past, I've discussed where I've invested and what RE types I like to own. Why don't we hear from GRE's own COO Aundrea Newbern, MBA about how she's positioning her portfolio in this environment of normalizing prices & spiking rents.  Also, she & I will discuss some of our favorite resources & websites for real estate info. That's straight ahead. I'm Keith Weinhold. You're listening to Episode 402 of Get Rich Education! __________________ Yeah, great stuff from Aundrea, as always.  We discussed markets. Of course, it's about the submarket too. As an example, maybe you don't feel like Erie, PA or Toledo, OH or Grand Rapids, MI are fast-growing markets.  Actually, I think Grand Rapids, for one, is growing, but the point is, that even if a metro has a stable population but it's, say, medical district is booming - like a lot of cities' medical districts are… you may very well be better off in an OK metro with a booming medical SUBmarket than you are elsewhere. It's often about that SUBmarket within a metro that really matters to you. There aren't too many places that you can invest & get yield today. But high inflation is the motivator to do so.  Create one login, one time, it's free & get access to all of our provider at GREmarketplace.com For everyone here… COO Aundrea Newbern, MBA, Content Manager Matthew Blunt, Producer - me &, Sound Engineer, Investment Coach Naresh Vissa, Website Marvin Diaz Jr, Advertising Jake Madoff, I'm your host Keith Weinhold.  Don't Quit Your Daydream!    

    Beyond the Pole: Tales from the CEO
    How to Avoid Becoming a Commodity by Defining Your Distinct Difference

    Beyond the Pole: Tales from the CEO

    Play Episode Listen Later Jun 20, 2022 18:09


    In this episode, I'm going to talk about your distinct difference and seven ways you can break through the noise to ensure your business won't be one of those lost among the heap.Now more than ever, your business needs to be different. Distractions and competition are everywhere online, on TV, on billboards, on the sides of buildings and buses, and even coming soon to currently ad-free streaming services you watch. With all that and a looming recession on the horizon, avoiding becoming a commodity is a must! 1:11 - How I learned about being a commodity the hard way3:46 - What happens when you don't have a distinct difference7:13 - The seven ways to differentiate yourself and how I use one of them in my business10:24 - Another example of how you can differentiate yourself13:23 - Where to look for your business motivation and direction during difficult timesDiscover what your distinct difference is by booking a Soulful Value Session with me for $333. Discounted price good until June 30, 2022!

    On The Chain - Blockchain and Cryptocurrency News + Opinion
    Ripple XRP - Real Reason Politicians are Pumping BTC and ETH - Same Reason SEC is Targeting XRP

    On The Chain - Blockchain and Cryptocurrency News + Opinion

    Play Episode Listen Later Jun 20, 2022 59:46


    Ripple XRP - Real Reason Politicians are Pumping BTC and ETH - Same Reason SEC is Targeting XRP What is the real reason politicians are pumping BTC and ETH as Commodities and Non-Securities? This is very probable to be the same reason the SEC is targeting XRP and Ripple. Big business is doubling down and buying the DIP - with big names behind it! Who is really behind the big Crypto Market downturn - well according to owner and founder of FTX it is the Fed. Chapters 'Coming Soon' Compiled by Hans Loaded https://twitter.com/hansloaded ________________ SUPPORT ON THE CHAIN JOIN THE CHANNEL https://otc.one/join OTC MERCH https://onthechain.shop BUY US A COFFEE https://otc.one/buy-us-a-coffee Support ON THE CHAIN (Our version of Patreon) https://otc.one/support -------------- ON THE CHAIN SUBSCRIBE TO THE OTC PODCAST: https://otc.one/podcast Subscribe to our other Youtube Channel: https://otc.one/onthechain On The Web: https://onthechain.io Follow OTC on Twitter: https://otc.one/otc Join our FREE Telegram Roundtable channel: https://t.me/onthechain_roundtable -------------- JEFF Follow Jeff on Twitter: https://otc.one/jeff -------------- CHIP Follow Chip on Twitter: https://otc.one/chip Listen to Chip's music http://nojoyyet.com​ -------------- DISCLAIMER: All opinions expressed by content contributors that appear on OTC are solely expressing their opinions and do not reflect the opinions of OTC, its affiliates, or sponsors. Content contributors may have previously disseminated information on a social media platform, website, or another medium such as a podcast, television, or radio. OTC, Content Contributors, Affiliates, or Sponsors are not obligated to update or correct any information. The content contributors are sharing the information which they believe to be reliable. OTC, its affiliates, or sponsors cannot guarantee the accuracy of the opinion shared, and viewers, readers, and listeners should not rely on it. Opinions expressed are not financial advice. Please consult a licensed financial advisor before making any financial decisions. You must research before you invest in anything. Do not invest based on what someone else is doing or not doing, or based on other people's opinions. #XRP #Ripple

    Dig Deep – The Mining Podcast Podcast
    Why The Soft Commodities Market is Likely to be Short-Lived With Anthony Milewski

    Dig Deep – The Mining Podcast Podcast

    Play Episode Listen Later Jun 19, 2022 20:09


    In this episode, we chat to Anthony Milewski, Chairman of Nickel 28, an innovative battery metals-focused investment vehicle with a focus on metal streaming and royalty agreements offering our investors exposure to metals integral to key technologies of the electric vehicle and energy storage markets. He previously appeared on the podcast back in July 2021, in episode 153, so check that out.  Anthony is an entrepreneur with a background in Finance and Law and gives us an update on Nickel 28 and also talks about what is happening in the world with Russia, China, and the markets and how this is impacting the global supply of materials now and in the future.   KEY TAKEAWAYS Nickel 28 has had a run of great quarters with production. They are now in a position to pay back their debt. When you see new demand emerging like there is for battery metals, the opportunities are huge. The global supply chain issues have created big challenges, especially for nickel. The current weakness in some commodities is likely to be temporary. When China comes back online properly that is likely to change. The sanctions and war in Ukraine have been highly disruptive. De-globalization is highly likely to happen, which should make mining easier in some countries. The biggest issue for the industry is a lack of funding. BEST MOMENTS ‘When you have a new technology, a new demand for a given commodity, you see a complete structured change in that commodity. ´ ‘The market might be soft until the entire world is back online and operating as normal.' ‘The longer-term fix here is de-globalization.'   EPISODE RESOURCES Twitter - https://twitter.com/a_milewski Website - https://www.nickel28.com/   Episode 153 with Antony Milewski - https://podcasts.apple.com/au/podcast/streaming-royalties-investments-understanding-carbon/id1440020656?i=1000528907518   VALUABLE RESOURCES mailto:rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ http://www.mining-international.org https://twitter.com/MiningConsult https://www.facebook.com/MiningInternational.org https://www.youtube.com/channel/UC69dGPS29lmakv-D7LWJg_Q?guided_help_flow=3 ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first world to third world countries from Africa, Europe, Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace.   CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/   Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. See omnystudio.com/listener for privacy information.

    The Korelin Economics Report
    Weekend Show – How To Beat The Bear Market While Central Banks Continue To Hike Rates

    The Korelin Economics Report

    Play Episode Listen Later Jun 18, 2022


      Fed week did not disappoint with the Fed hiking rates by 75 basis points which caused markets to fall further into bear market territory....

    Financial Sense(R) Newshour
    Weekend Edition: Fed Not Done, Draining Liquidity, and Energy Heading Higher

    Financial Sense(R) Newshour

    Play Episode Listen Later Jun 18, 2022 64:33


    Jun 17 – After this week's market wrap-up, Financial Sense Newshour speaks with Bloomberg's Head Equities Strategist Gina Martin Adams who sees the Fed Funds rate rising to 3% by year end before the... Subscribe to our premium weekday podcasts: https://www.financialsense.com/subscribe

    AgriTalk PM
    AgriTalk-June 17, 2022 PM

    AgriTalk PM

    Play Episode Listen Later Jun 17, 2022 40:56


    Don Roose of U.S. Commodities joins us for a conversation about the demand side of the grain markets and we review the inflation situation. See omnystudio.com/listener for privacy information.

    The Korelin Economics Report
    Dave Erfle – PM Stocks Starting To Diverge From The Markets and Comments On The Gold Standard Ventures “Take-Under”

    The Korelin Economics Report

    Play Episode Listen Later Jun 17, 2022


    Dave Erfle, Founder and Editor of The Junior Miner Junky joins us to shares opinion on if the gold stocks are truly diverging from the...