Podcasts about commodities

In this episode, mining and commodities expert Mikhail Zeldovich joins host Constantin Kogan for a rare deep dive into the real engines of the global economy — critical minerals, geopolitics, and the future of resource investing.From BCG to Rio Tinto to negotiating in Beijing and analyzing assets in remote mining camps, Mikhail brings nearly two decades of on-the-ground experience across metals, energy transition, and global supply chains.He breaks down:⚒️ How he “accidentally” entered mining at BCG — and why he never left

Nov 21, 2025 – Is gold sending an alarm for the broader outlook? Today, on Financial Sense Newshour, Jim Puplava interviews Ron William on how gold's rally is a “bell ringing” for investors, signaling a generational rotation from equities...

Nov 21, 2025 – AI is rapidly transforming the U.S. economy and energy grid. Jim Puplava and Mark Mills discuss the surge in AI data centers, rising energy demand, skilled trade shortages, and how America can lead the global AI race amid major...

Find us at www.crisisinvesting.com   In this episode, Doug Casey and Matt discuss various questions from their subscribers. Topics range from the impact of AI on jobs, the enduring value of businesses that AI cannot replace, and the economic implications of universal basic income. They also delve into the 'skyscraper effect' as a predictor of financial downturns in places like Punta del Este, Uruguay. The discussion then shifts to the future prospects of commodities like gold, silver, uranium, and rare earths, and the potential geopolitical impacts of China's dominance in rare earth processing. Other subjects include the state of Uruguay as a plan B destination, particularly in the context of moving there post-pandemic, and the broader implications of transitioning to a war economy. Lastly, they touch on the progress of Doug's 'Higher Ground' novel series and share insights on monetary metals and rare earth mining investments. 00:00 Introduction and Subscriber Questions 00:18 Impact of AI on Business and Employment 01:20 Universal Basic Income and Future of Work 06:53 Embracing AI and Technological Advancements 07:50 Skyscraper Effect and Real Estate Market 13:14 Crisis Investing Sentiment on Commodities 18:17 Rare Earths and Global Production 21:45 Higher Ground Novels and Future Plans 23:24 Monetary Metals and Gold Lending 24:19 The Value of Gold and Counterparty Risk 25:09 War Economy and Its Implications 28:34 US Foreign Policy and Venezuela 32:15 Uruguay: A Step Back in Time 39:20 Plan B Destinations in Europe 43:17 Concluding Remarks and Future Plans

Panelist - Naomi Blohm, TotalFarmMarketing.com - Jim McCormick, AgMarket.net - Arlan Suderman, StoneX.com ★ Support this podcast ★

Ann Vandersteel sits down with early Abaxx investor Joseph Metcalf, CIO Gourdet-Metcalf, to unpack one of the most compelling financial revolutions of our time. From the creation of the world's first physically-deliverable LNG and carbon futures to the tokenization of real-world collateral through Abaxx's Digital Title Framework, this episode explores how Abaxx is redefining the infrastructure of global trade.We'll break down how this Singapore-based exchange differs from SWIFT, blockchain, and Wall Street's tokenization narrative — and why Abaxx's fusion of law, identity, and technology could unlock a trillion-dollar commodities transformation.https://abaxx.exchange/https://www.abaxx.tech/

- Mike Zuzolo, GlobalCommResearch.com ★ Support this podcast ★

- Ben Brown, University of Missouri- Gerald Mashange, University of Illinois ★ Support this podcast ★

Listen to the SF Daily podcast for today, November 21, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. Commodity markets saw limited buying, with soybean complex support weakening due to potential delays in biofuel incentives. Grains, particularly wheat, faced pressure from increased rain chances and the Ukraine-Russia conflict. The International Grains Council revised corn and wheat production estimates. Cattle futures were affected by lower cash prices and the removal of tariffs on Brazilian beef, which could pressure prices. Weather forecasts indicated potential storms in the southern plains. The podcast also promoted Liberty Ultra herbicide from BASF. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Brownfield Commodity Market Reporter John Perkins has your look at the overnight losses in soybeans, corn, and wheat, and what could impact cattle and hogs at the open.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.

Brownfield Commodity Market Reporter John Perkins has your look at the losses in cattle and hogs, and the mixed finishes for soybeans, corn, and wheat.December corn $4.25 and ½ down $.01January soybeans $11.25 up $.02 and 1/2December soybean meal $315.10 up $1.10December soybean oil 50.26 down 40 pointsDecember Chicago wheat $5.27 unchangedDecember live cattle $214.45 down $.27December lean hogs $77.80 down $1.67Learn 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.

CONTINUED Commodities, AI Demand, and UK Political Turmoil Guest: Simon Constable Simon Constable reported on market trends 1916

Commodities, AI Demand, and UK Political Turmoil Guest: Simon Constable Simon Constable reported on market trends with energy prices significantly down but metals like copper and steel consistently higher, reflecting strong demand particularly for AI data center construction, while future chocolate prices are projected to rise due to "transcontinental climate change" linking Amazon deforestation to political instability in major cocoa regions like the DRC, and in UK politics, Prime Minister Sir Keir Starmer faces constant internal revolts and distrust due to policy flip-flops, tax increases, and failure to solve the immigration problem. 1911 HAVANA. USS MAINE

Brace yourself: gold and silver are gearing up for a major bull market. Don Durrett, Gold and Silver Mining Stock Analyst at goldstockdata.com, breaks down the key signals every investor needs to watch. He explains how silver's upside accelerates as gold rises, outlines possible price scenarios ahead, and examines the structural pressure points forming in the precious metals market. Don also discusses why he believes the U.S. is trapped in a “doom loop” of rising debt, deficits, and money printing.He also dives into the macro picture: how the Ukraine war accelerated a global shift away from Western financial dominance, why mining stocks behave differently from traditional equities, and why only a handful of silver ETFs exist worldwide.Watch the full interview to learn how to navigate the financial stress building ahead and position yourself before the next big move.Check out: https://www.goldstockdata.comWatch the full YouTube interview here: https://youtu.be/rdhjCrKGvdkAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

Markets rise and fall—but not all cycles tell the same story. What do those ups and downs really mean for your investments?Scripture reminds us in Ecclesiastes 3:1, “To everything there is a season, a time for every purpose under heaven.” Just as God designed natural cycles—the sun, the tides, the seasons—financial markets also move through cycles. While less predictable, these patterns help us understand where we are in the investing journey and how to prepare wisely for what's ahead.According to Mark Biller, Executive Editor at Sound Mind Investing (SMI), the two most common market cycles are known as bull markets (when prices rise) and bear markets (when prices fall). But within those categories lie two distinct types of trends: cyclical and secular.Cyclical vs. Secular: What's the Difference?“The terms might sound fancy,” says Biller, “but they really describe short-term versus long-term cycles.”Cyclical markets are the short-term ups and downs—periods that might last a few months to a few years.Secular markets are the broader, long-term trends that can span decades—often between 10 and 40 years.Think of it like waves on the ocean. Cyclical markets are the smaller waves that move in and out, while secular markets are the larger tides that shape the shoreline over time.Learning from History: Market ExamplesFrom 1968 to 1982, the S&P 500 was essentially flat—a 15-year stretch where inflation eroded nearly 60% of investors' purchasing power. That's what economists call a secular bear market—a long-term period of little to no progress.Yet within that broader season, there were multiple shorter-term bull and bear cycles. Investors who recognized those patterns could navigate the market with more perspective and less panic.The same was true from 2000 to 2009, another decade of overall stagnation in U.S. stocks. “But even then,” Biller notes, “we saw two cyclical bear markets with a five-year bull market sandwiched between them.”The takeaway? Even in long-term downturns, some shorter-term opportunities and recoveries keep markets moving forward over time.Why It Matters—Especially for Bond InvestorsUnderstanding these cycles isn't just an academic exercise. “It's actually more helpful when it comes to bonds than stocks,” Biller explains.That's because bond markets move in much longer secular cycles. From 1982 to 2021, the U.S. enjoyed a 40-year secular bull market in bonds as interest rates steadily declined from 15% to near zero. But since 2020, that trend has reversed. “Interest rates have been rising again,” Biller says, “and that's led to negative returns for many bond investors over the last five years.”This shift could signal the beginning of a secular bear market for bonds—a long period in which rising interest rates make it harder for bonds to perform well.Rethinking the Classic 60/40 PortfolioFor decades, the “60/40” portfolio—60% stocks and 40% bonds—was the gold standard for balanced investing. But in today's environment, that mix may need to evolve.“At Sound Mind Investing (SMI), we've reduced our bond allocation to around 30%,” Biller explains. “We haven't abandoned bonds altogether, but we're diversifying beyond them.”That diversification includes strategies like:Dynamic asset allocation—adjusting investments as market conditions shiftGold and commodities—as hedges against inflationReal estate and energy stocks—for long-term growth potentialAlternative assets like Bitcoin (in small doses), to add further varietyBuilding a Portfolio That Endures Every SeasonWhether markets are bullish or bearish, cyclical or secular, the goal remains the same: build a portfolio that's resilient and rooted in wisdom.Biller's encouragement for long-term investors is simple:“We're not advocating for dramatic changes, but rather thoughtful diversification. The goal is to build portfolios you can stick with through every kind of market season.”That perspective echoes a deeper truth for believers: our ultimate security isn't found in market trends but in God's unchanging character. Markets may rise and fall, but His promises endure forever.Faith, Patience, and PerspectiveUnderstanding both short- and long-term market cycles helps us invest with patience, discipline, and faith—trusting that God is sovereign over every season, financial or otherwise.As Proverbs 21:5 reminds us, “The plans of the diligent lead surely to abundance, but everyone who is hasty comes only to poverty.”In every bull and bear market, we're called to plan wisely, give generously, and trust deeply—knowing that the One who holds the future also holds us.For more practical investing insights and biblical wisdom, visit SoundMindInvesting.org.On Today's Program, Rob Answers Listener Questions:I'm nearing retirement with no debt and some investment savings, but I don't have a pension. Would it make sense to use part of my investments to buy an annuity for guaranteed monthly income in addition to Social Security?I'm in my 70s, retired, and divorced, and much of my income goes toward alimony. How can I balance saving for emergencies while still giving more to the Lord's work, which I see as the greater reward?Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)Sound Mind Investing (SMI)Bulls and Bears, Cyclical and Secular (SMI Article by Mark Biller and Joseph Slife)SMI Dynamic Asset Allocation Model StrategyWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Jeff Malec sits down with Tom Holliday, founder and CIO of HIP Investments, for an in-depth conversation on reimagining multi-strategy investing in the commodity space. Tom shares insights from his distinguished career, from his early days at Refco to working with George Soros and launching both Titan Advisors and Hip Investments. Together, they explore the evolution from traditional fund-of-funds to collaborative, actively managed multi-strat funds, highlighting the advantages of diversification, portfolio construction, and innovative incentive structures for specialist traders. The discussion covers risk management tactics, the unique challenges and opportunities of commodity markets, and why institutional investors may be under-allocated to this asset class. Whether you're an investment professional or passionate about alternative strategies, this episode offers valuable perspectives on building resilient, high-performing portfolios in today's changing markets. SEND IT!Chapters:00:00-00:56= Intro00:57-12:56= Commodities Demand Attention: Navigating Trends, Valuation, and the Road Ahead12:57-28:27= Foundations of a Commodities Career: From Memphis Markets to Global Futures28:28-32:15= From Fund of Funds to Multi-Strat: Evolving Models in Investment Management32:16-44:37=Building HIP: Innovating Multi-Strat Strategies for Commodities44:38-59:27= Risk, Collaboration, and Incentives: Cultivating a Resilient Commodities Team59:28-01:13:19= Seizing Commodity Opportunities: Growth, Recruitment, and Market Evolution01:13:20-01:17:19= Commodities: The Case for Attention and AllocationDon'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

- Matt Bennett, AgMarket.net- Abigail Peterson, Illinois Soybean Association- Jennifer Tyree, Illinois Pork Producers Association- Mike Tannura, Tstorm.net ★ Support this podcast ★

Coverage from the National Association of Farm Broadcasting Convention in Kansas City. Conversations with Andrew Brandt from the U.S. Grains and BioProducts Council, Janna Fritz from the U.S. Soybean Export Council, University of Illinois ag communications student Jack Jungmann, and farm broadcaster Max Armstrong.

Brownfield Commodity Market Reporter John Perkins has your look at the closes in cattle, corn, soybeans, and wheat, and the modest gains in hogsDecember corn $4.26 and 1/2 down $.03 and 1/4January soybeans $11.22 and 1/2 down $.13 and 3/4December soybean meal $314.00 down $4.90December soybean oil 50.66 down 44 pointsDecember Chicago wheat $5.27 down $.09 and 3/4December live cattle $214.72 down $1.57December lean hogs $79.47 up $.62Learn 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.

Brownfield Commodity Market Reporter John Perkins has your look at the modestly higher overnight move in beans, the mixed corn and wheat, and what might move cattle and hogs at the open.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.

Nov 18, 2025 – Cracks are showing in the AI trade, warns Peter Boockvar. As US tech giants spend up to 50% of revenue on AI, Wall Street grows wary. With China releasing open-source models, Boockvar favors commodities and gold over big tech amid rising uncertainty.

Today, we are talking agricultural markets and the case for investing in agricultural commodities, particularly in ETFS. And why that case is enhanced in the volatile world of today and the perhaps much more volatile world of the future. Our guest is Jake Hanley, Managing Director at Teucrium, a US -based ETF issuer with a specialisation in agricultural commodities.

On today's episode, we welcome back market veteran and Chartered Market Technician Scott McCormick, CMT for a deep dive into the four pillars driving today's financial landscape: Bonds, Equities, Currencies, and Commodities. Scott brings decades of professional trading experience and a razor-sharp macro lens. Together, we'll break down:

- Greg Johnson, TGM TotalGrainMarketing.com- The Gettysburg Address- New Invasive Weed Species- Drew Lerner, WorldWeather.cc ★ Support this podcast ★

IDNR's Dan Skinner previews the first firearm deer hunting weekend in Illinois.Jenny Lee, University of Illinois Extension Program Coordinator for Coles, Cumberland, Douglas, Moultrie, and Shelby Counties discusses a grant to address water issues in Coles County.Alan Bailey with American Farmland Trust talks agrivoltaics.

Kaleb Cooper's been checking out how farming works Down Under, and it's got Charlotte, Hannah, and Tom thinking – could a gap year be a game-changer?They catch up with Charlie Beaty, who swapped UK fields for New Zealand pastures, and Kiwi farmer Ethan Loveridge, who's done the reverse. Plus, dairy farmer Sophie Gregory joins in – she's keen for her eldest to see the world before settling down on the farm.Sophie also opens up on The AG Show about how much impact the current milk price slump has had on her business, with AHDB's Lead Dairy Analyst Susie Stannard digging into the numbers.And yep, another farming acronym gets busted by one of our F.I.E.L.D. agents.Some useful bits from this episode:Commodity prices slump further amidst no let-up in milk surge | AHDBDairy markets | AHDBGET IN TOUCHCharlotte, Hannah, and Tom would love to hear what you think! Got feedback, stories, or ideas for future episodes? Drop them a message at agshow@ahdb.org.uk.Sign up to the AHDB Preference Centre so that you can:Easily update your preferences and contact informationGet information on the latest AHDB events, webinars, market insights and moreReceive important updates such as disease alerts

Brownfield Commodity Market Reporter John Perkins has your look at the down days for cattle, corn, soybeans, and wheat, and the higher finish in hogs.December corn $4.29 and ¾ down $.07January soybeans $11.36 and ¼ down $.17 and 1/4December soybean meal $318.90 down $8.10December soybean oil 51.10 down 107 pointsDecember Chicago wheat $5.36 and ¾ down $.09 and 3/4December live cattle $216.30 down $3.72December lean hogs $78.85 up $.95Learn 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.

Brownfield Commodity Market Reporter John Perkins has your look at the overnight losses in soybeans and corn, and the mixed trend in wheat, along with what might guide early trade in cattle and hogs.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.

Nov 14, 2025 – Chris Hennessey shares tips on maximizing deductions, managing SALT limits, and estate planning essentials before 2026 tax law changes. Don't miss his expert advice for investors and high earners...

Dan Roose of U.S. Commodities joins us to discuss fundamentals, price outlook, risk management and tampering with the cattle market plus Matt Bennett of AgMarket.net shares price action perspective.See omnystudio.com/listener for privacy information.

- Naomi Blohm, TotalFarmMarketing.com- Changing Grain Trader Dynamics- Dave Chatterton, SFarmMarketing.com- Don Day, DayWeather.com ★ Support this podcast ★

Current and future drought talk, La Nina in place and the return of a polar vortex in this discussion with Dr. Eric Hunt of the University of Nebraska Extension.

Highlighting the Black Hawk East livestock judging team. Illinois Farm Bureau Economic and Policy Analyst Raelynn Parmely breaks down last Friday's World Agricultural Demand and Supply Estimates (WASDE report).DTN ag meteorologist John Baranick looks at this weekend's weather forecast for the opening weekend for the firearm deer hunting season.  

Brownfield Commodity Market Reporter John Perkins has your look at the down days for hogs and soybeans, and the mixed closes for cattle, corn, and wheat.December corn $4.36 and 3/4 up $.02January soybeans $11.53 and 1/2 down $.03 and 3/4December soybean meal $327.00 down $3.80December soybean oil 52.17 up 103 pointsDecember Chicago wheat $5.46 and1/2 up $.02 and 1/4December live cattle $220.02 down $1.25December lean hogs $77.90 down $.67Learn 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.

Brownfield Commodity Market Reporter John Perkins has your look at the modest overnight gains in corn and wheat, the mostly higher move in soybeans, and what might influence the opens for cattle and hogs.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.

Recording date: 14th November 2025The precious metals sector is experiencing a convergence of favorable conditions that veteran investors describe as one of the best commodity setups in decades. At the recent Precious Metals Summit in Zurich, industry leaders including Pierre Lassonde, Frank Giustra, and Marc Faber highlighted observable market fundamentals supporting this outlook: global liquidity at record highs, structural demand emerging from technological infrastructure, and mining companies generating unprecedented cash flows while trading at reasonable valuations.Global liquidity continues expanding despite recent volatility. The People's Bank of China maintains liquidity injections, while the New York Fed has announced plans for substantial liquidity injection into US markets during Q1 2026. The recent government shutdown ending will release capital trapped in the treasury system for over a month. This liquidity expansion creates sustained support for precious metals as fiat currency purchasing power deteriorates.A less obvious but transformative demand driver emerges from artificial intelligence infrastructure development. The US needs to build at least 350 gigawatts of power dedicated to AI infrastructure—equivalent to 50 nuclear power plants—representing a trillion-dollar investment cycle for power generation alone. This excludes electrical grids, transmission infrastructure, and computing hardware. Recent government partnerships with Brookfield, Cameco, and Westinghouse for nuclear facility development signal the beginning of infrastructure spending requiring massive copper, steel, and concrete quantities while necessitating continued government liquidity injection supportive of gold prices.Third quarter 2025 results demonstrated the financial leverage inherent in gold mining operations. AngloGold Ashanti increased quarterly operating cash flow from $300 million to $1.4 billion—more than quadrupling while gold prices doubled. Even accounting for the Centamin acquisition contributing 20% of production, cash flow expansion significantly exceeds gold price appreciation. The company now operates with zero net debt, increased dividends, and strategic flexibility for acquisitions or capital returns while trading at roughly half the valuation of Agnico Eagle Mines despite comparable cash generation.K92 Mining offers equally compelling value, posting six consecutive quarters of free cash flow while organically funding construction of a complete new mill, twin declines, and associated infrastructure. The Phase 3 expansion completing commissioning in Q4 2025 will drive significant cash flow growth as throughput increases with minimal incremental operating costs. Operating costs scale favorably—an 800 tonne per day mill requires similar oversight as a 3,000 tonne per day mill. Market valuations have not yet reflected this coming cash flow expansion, creating opportunity for investors who understand the timeline and trust management execution.The M&A cycle is accelerating as producers with pristine balance sheets deploy capital. Recent examples include B2 Gold taking a 19.9% stake in Prospector Generator (now funded with $40 million for 2026 exploration), Probe Gold's acquisition, New Gold's pending takeover, and Gold Fields committing $50 million to junior investments. The competition for quality assets remains in early stages despite this activity.Investment opportunities span the market capitalization spectrum: established producers generating record profits at reasonable valuations, funded developers approaching major cash flow inflections, and well-backed exploration companies positioned for discoveries. Current Q4 volatility represents tactical entry opportunities before typical Q1 seasonal strength, with multiple fundamental drivers supporting sustained outperformance of real assets over the coming decade.Learn more: https://cruxinvestor.comSign up for Crux Investor: https://cruxinvestor.com

- Curt Kimmel, AgMarket.net- farmdoc Team Reviews USDA Reports- Mark Russo, Everstream.ai ★ Support this podcast ★

Don Schaefer with the Mid-West Truckers Association provides a trucking industry update.Monthly visit with Illinois State Treasurer Michael Frerichs.  Joe Camp at Commstock Investments previews a new market week.  

In this week's Macro Mondays, Lisa Aziz joins James Brodie and James Todd to break down the key macro trends shaping global markets. With US data delayed after the government shutdown, early indicators point to rising recession risk, weaker labour markets, and falling consumer confidence.AI stocks face renewed volatility as major tech names correct sharply, while Japan's yields surge and China continues to slow. Commodities stay mixed—gold and copper hold firm, oil trades in a tight range, and Bitcoin slips into a bear trend as whale selling accelerates.Key highlights include:✅ 88% of Americans now living in states in recession✅ US foreclosures up 20%; subprime auto delinquencies worst in 30 years✅ China industrial production & investment disappoint✅ UK unemployment rises to 5%; growth slips to 0.1%✅ AI stocks unwind: Oracle –36%, Tesla –15%, CoreWeave –37%✅ Japanese bond yields break to multi-decade highs✅ Dollar-yen breaks out on fears of Japanese credit risk✅ Precious metals spike but broad commodity supercycle unlikely✅ Copper & uranium driven by AI-linked power demand✅ Bitcoin enters bear market; volatility accelerates✅ Central banks: Fed cut odds fall below 50% due to missing data

Nov 14, 2025 – Are the days of tech dominance numbered? In this wide-ranging discussion, Jim Puplava and Greg Weldon warn that the so-called Mag 7 tech stocks are faltering, jeopardizing narrow market leadership and exposing investors to...

  Precious metals rebound, copper positioning, and insights from the New Orleans Investment Conference   This week's Weekend Show dives deep into the current phase...

Nov 14, 2025 – Amid mounting concerns about market liquidity, Financial Sense's Chris Puplava explains why the Federal Reserve may soon intervene to stabilize short-term funding. As the Fed shrinks its balance sheet, reserves risk falling from “ample” to...

Nov 14, 2025 – Are the Magnificent 7 tech stocks losing their crown? In this timely interview, Jim Puplava sits down with Market Gauge's Mish Schneider to decode the major rotations shaking the markets...

The US economy is in the midst of a “handover” from a fiscal expansion to a credit expansion, says Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets. What does that mean for portfolios – and where are the biggest opportunities now? Sehgal discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on November 13, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products.  This material may contain forward-looking statements.  Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose.  Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs.  A transcript is provided for convenience and may differ from the original video or audio content.  Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs.    © 2025 Goldman Sachs. All rights reserved.  Learn more about your ad choices. Visit megaphone.fm/adchoices

"The More You Know" - Robin Deal A million-gallon-a-day perspective, distilled into actionable steps. Robin Deal, AquaPure Product Manager at Hubbard-Hall unpacks how seasoned pros can squeeze more performance—and less sludge—out of industrial wastewater systems without compromising compliance or plant uptime.    From "clear water in a jar" to stable discharge in the field  Robin details a practical jar-testing workflow: start from upstream processes, target pH using hydroxide/sulfide solubility curves, choose the right coagulant (aluminum, iron, calcium, lanthanum, or organics), and validate against metals/COD/BOD/phosphorus before scaling. The test bench isn't the finish line; it's the feasibility gate when you're treating 150,000+ gpd.  Lean wastewater: cost center or controllable system?  Commodity choices (lime, alum, ferric) can generate 70–85% more sludge than optimized blends—driving hazardous waste hauling, clogging lines, and shortening pump life. Robin reframes the "penny-per-pound" price war into a total-system economics conversation: sludge recyclability, maintenance cycles, and realistic break-even targets.  PFAS: remove now, plan to destroy  For hex-chrome platers and other industrial dischargers, Robin shares near-term and emerging options: carbon filtration for immediate removal, evaporation/condensation where capital exists, and destruction pathways under evaluation—advanced oxidation, electrochemical oxidation, "thermobotic agglomeration," and ball milling—with an eye on evolving limits and cost realities.  One Water thinking for manufacturers  "Water is water." Robin introduces the One Water mindset for plant leaders: tighten internal loops, reduce community draw and discharge impact, and align non-contact, potable, and wastewater under one stewardship model. It's not a club—it's a decision framework that's already influencing global brands and drought-stressed regions.  Treat each round of testing as a hypothesis check, each chemical as a system lever, and each gallon as a shared resource. That's how leaders turn compliance into predictable results. Stay engaged, keep learning, and continue scaling up your knowledge!    Timestamps  16:45 - Trace Blackmore shares insights on current industry events, an upcoming conference, the "magic button" idea for user-friendly wastewater control and announces The Hang to build community engagement 17:50 - Water You Know with James McDonald  23:04 - Interview begins: Robin Deal introduced as AquaPure Product Manager, origin story and family context   28:12 - First Jar Test Story   32:17 - Jar testing Workflow  42:34 - One Water concept  54:12 - Regulations   Quotes  "Just say yes to the job." "Lime is not a lean." "Best available technology does not mean best economic." "So just deep breath, stay calm and do the best that we can do and wait for those regulations to come out because they are coming" "Turn off the water in the polymer tank."    Connect with Robin Deal Email: robin.renee47@yahoo.com  LinkedIn: www.linkedin.com/in/robin-deal    https://www.linkedin.com/company/hubbard-hall-inc./      Guest Resources Mentioned   The Wandering Inn: Book One in The Wandering Inn Series by pirateaba  Water Reuse Organization   American Water Works Association  Water Environment Federation    Scaling UP! H2O Resources Mentioned  AWT (Association of Water Technologies)  Scaling UP! H2O Academy video courses  Submit a Show Idea  The Rising Tide Mastermind Start With Why Simon Sinek TedTalk  The 6 Types of Working Genius: A Better Way to Understand Your Gifts, Your Frustrations, and Your Team by Patrick M. Lencioni  James McDonald's Be Like Water Series  Drop by Drop: Articles on Industrial Water Treatment by James McDonald     Water You Know with James McDonald  Question: What is the device called that is installed on the effluent line of an ion exchange unit to prevent resin from ending up downstream where it doesn't belong?    2025 Events for Water Professionals  Check out our Scaling UP! H2O Events Calendar where we've listed every event Water Treaters should be aware of by clicking HERE.   

Interview recorded - 13th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Wasif Latif. Wasif is the President and CIO of Sarmaya Partners, with 25 years of investment experience, managing equity, global multi-asset and multi- manager portfolios in mutual funds and ETFs, wealth management and institutional portfolios.During our conversation we spoke about his market outlook, the return to tangibles, return of inflation, oil in 2026, commodities continue to run and more. I hope you enjoy! 0:00 - Introduction1:32 - Overview of markets8:58 - Driver of inflation?13:30 - Global or US trend?18:50 - Oil in 2026?22:38 - Importance of Oil & Gas26:48 - Commodities peaked?36:33 - One message to takeaway?Wasif has over 25 years of investment experience, managing equity, global multi-asset and multi- manager portfolios in mutual funds and ETFs, wealth management and institutional portfolios. Built and launched ETFs, mutual funds and managed account platforms.Wasif Latif -Website - https://sarmayapartners.com/ETF - https://sarmayaetf.com/X - https://x.com/sarmayakar24?s=21&t=vCJTBKSb-nIJ8eFKe0YAxgWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseasThumbnail image from - https://www.miningweekly.com/article/bhp-mega-bid-and-10-000-copper-expose-minings-biggest-problem-2024-04-29

Iowa Senator Charles Grassley doesn't expect Congress to dictate how USDA offers financial assistance to farmers this year. Grassley told reporters he hopes China keeps their word on soybean purchases. Commodity prices fall after record yields are forecast for this year. 

Commodity Markets and UK Political Instability. Simon Constable analyzes rare earth markets, noting China's dominance is achieved through undercutting prices and buying out competitors. Prices for key industrial commodities like copper and aluminum are up, indicating high demand. Constable also discusses UK political instability, noting that Labour Prime Minister Keir Starmer lacks natural leadership and confidence. The major political driver for a potential leadership change is the party's broken promise regarding income taxes, which severely undermines public trust before the next election, 1941

Commodity Markets and UK Political Instability. Simon Constable analyzes rare earth markets, noting China's dominance is achieved through undercutting prices and buying out competitors. Prices for key industrial commodities like copper and aluminum are up, indicating high demand. Constable also discusses UK political instability, noting that Labour Prime Minister Keir Starmer lacks natural leadership and confidence. The major political driver for a potential leadership change is the party's broken promise regarding income taxes, which severely undermines public trust before the next election,

November 13, 2025 – Robots are leaving the realm of science fiction and entering our homes, transforming everyday life. Today, on FS Insider, Cris Sheridan interviews Nick Pardini at Davos Investment Group about the rapid advancements in autonomous robotics and their societal impact. They discuss how breakthroughs in robotics, combined with AI, are making household tasks like cleaning, cooking,...