Podcasts about commodities

  • 3,807PODCASTS
  • 27,309EPISODES
  • 22mAVG DURATION
  • 6DAILY NEW EPISODES
  • Dec 19, 2025LATEST
commodities

POPULARITY

20172018201920202021202220232024

Categories




    Best podcasts about commodities

    Show all podcasts related to commodities

    Latest podcast episodes about commodities

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

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 19, 2025 2:02


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

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

    Stocks To Watch

    Play Episode Listen Later Dec 19, 2025 13:07


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

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

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

    Play Episode Listen Later Dec 18, 2025 28:59


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

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

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 17, 2025 2:50


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

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

    Facts vs Feelings with Ryan Detrick & Sonu Varghese

    Play Episode Listen Later Dec 17, 2025 55:34


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

    Narrow Row
    Dec 17 | Closing Market Report

    Narrow Row

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


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

    Narrow Row
    Dec 16 | Closing Market Report

    Narrow Row

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


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

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

    Market to Market - The MtoM Podcast

    Play Episode Listen Later Dec 16, 2025 36:00


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

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

    Pet Sitter Confessional

    Play Episode Listen Later Dec 15, 2025 20:25


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

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

    TD Ameritrade Network

    Play Episode Listen Later Dec 15, 2025 5:41


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

    Narrow Row
    Dec 15 | Closing Market Report

    Narrow Row

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


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

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

    Dantes Outlook Market Podcast

    Play Episode Listen Later Dec 15, 2025 2:25


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

    Brownfield Ag News
    Soybeans were mixed overnight | Morning Market Minute

    Brownfield Ag News

    Play Episode Listen Later Dec 15, 2025 1:22


    Brownfield Commodity Market Reporter John Perkins has your look at the mixed overnight move in soybeans, the losses in corn and wheat, and how cattle and hogs could start the week.Learn more about what's happening in the agriculture markets here: https://brownfieldagnews.com/markets/Find more agriculture news here: https://brownfieldagnews.com/Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: @BrownfieldAgNews » Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsSubscribe and listen to Brownfield Ag News:➡︎ Apple: https://podcasts.apple.com/dz/podcast/brownfield-ag-news/id1436508505➡︎ Spotify: https://open.spotify.com/show/4qoIHY9EYUV9sf5DXhBKHN?si=a4483aaa1afd445eBrownfield Ag News creates and delivers original content across multiple media platforms. Brownfield is the largest and one of the oldest agricultural news networks in the country carrying agricultural news, markets, weather, commentary and feature content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    Money News with Ross Greenwood: Highlights
    MWP December 15: ASX drops on commodity price falls ⛏️

    Money News with Ross Greenwood: Highlights

    Play Episode Listen Later Dec 15, 2025 3:50


    A bad start to the week on the markets was confirmed after several commodity prices took a tumble over the weekend.See omnystudio.com/listener for privacy information.

    Financial Sense(R) Newshour
    Bullseye Craig Johnson's 2026 Outlook: Stock Market Reality Check

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 13, 2025 24:13


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

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

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 13, 2025 27:48


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

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

    The Korelin Economics Report

    Play Episode Listen Later Dec 13, 2025


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

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

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 12, 2025 2:34


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

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

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 12, 2025 30:27


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

    Narrow Row
    Dec 12 | Closing Market Report

    Narrow Row

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


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

    RFD Today
    RFD Today December 12, 2025

    RFD Today

    Play Episode Listen Later Dec 12, 2025 53:01


    Highlighting Illinois Milk Producers Association award winners. Retired Will County Farm Bureau manager Mark Schneidewind reaction to his "World of Corn Award" from IL Corn.IHSA Friday Friday Friday segment features Lena-Winslow head football coach Ric Arand.   

    Brownfield Ag News
    Soybeans were down overnight | Morning Market Minute

    Brownfield Ag News

    Play Episode Listen Later Dec 12, 2025 1:26


    Brownfield Commodity Market Reporter John Perkins has your look at the overnight losses in soybeans, corn, and wheat, and what could drive 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 Ag News
    Hogs were up modestly Friday | Closing Market Minute

    Brownfield Ag News

    Play Episode Listen Later Dec 12, 2025 1:30


    Brownfield Commodity Market Reporter John Perkins has your look at the end-of-week gains in hogs and the losses in cattle, corn, soybeans, and wheat.March corn $4.40 and ¾ down $.05 and 3/4January soybeans $10.76 and ¾ down $.16 and 3/4January soybean meal $302.50 up $.40January soybean oil 50.07 down 75 pointsMarch Chicago wheat $5.29 and ¼ down $.04 and 1/4February live cattle $229.55 down $1.40February lean hogs $84.52 up $.35Learn 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.

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

    The John Batchelor Show

    Play Episode Listen Later Dec 11, 2025 10:10


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

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

    Real Vision Presents...

    Play Episode Listen Later Dec 11, 2025 3:32


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

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

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 11, 2025 2:53


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

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

    RBN Energy Blogcast

    Play Episode Listen Later Dec 11, 2025 13:14


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

    Commodity Week
    Dec 11 | Commodity Week

    Commodity Week

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


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

    Narrow Row
    Dec 11 | Closing Market Report

    Narrow Row

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


    - Matt Bennett, AgMarket.net- Brian Jennings, American Coalition for Ethanol- Mike Tannura, Tstorm.net ★ Support this podcast ★

    Beyond the Box
    Commodity Prices Are Falling - What It Means for Global Trade

    Beyond the Box

    Play Episode Listen Later Dec 11, 2025 17:20


    Global commodity prices - from energy and metals to agriculture - shape everything from shipping demand to supply chain costs. For logistics and trade professionals, understanding these trends is critical to building resilience and staying competitive. In this season's final episode of Beyond The Box, we dive into the World Bank Group's Commodity Markets Outlook and explore what falling pricesmean for global trade and supply chains in 2026. Our guests:

    RFD Today
    RFD Today December 11, 2025

    RFD Today

    Play Episode Listen Later Dec 11, 2025 53:01


    Talking Family Farm Preservation Act in State Senator Andrew Chesney and State Rep. Tony McCombie.  A visit with University of Illinois Collegiate Farm Bureau member Blake Twenhafel.Update from State Ag Pest Survey Coordinator Kelly Estes.Monthly update from State Treasurer Michael Frerichs.  

    Brownfield Ag News
    Cattle closed higher Thursday | Closing Market Minute

    Brownfield Ag News

    Play Episode Listen Later Dec 11, 2025 1:17


    Brownfield Commodity Market Reporter John Perkins has your look at the gains in cattle, corn, and soybeans, and the mixed finishes for hogs and wheat.March corn $4.46 and ½ up $.02 and 1/4January soybeans $10.93 and ½ up $.02 and 1/4January soybean meal $302.10 up $.90January soybean oil 50.82 down 27 pointsMarch Chicago wheat $5.33 and ½ up $.04February live cattle $230.95 up $2.42February lean hogs $84.17 up $1.75Learn 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.

    InvestTalk
    The Holiday Debt Trap: BNPL "Phantom Debt"

    InvestTalk

    Play Episode Listen Later Dec 10, 2025 45:26


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

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

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 10, 2025 16:24


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

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

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 10, 2025 1:54


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

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

    Facts vs Feelings with Ryan Detrick & Sonu Varghese

    Play Episode Listen Later Dec 10, 2025 53:23


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

    Forward Guidance
    The Global Economy Runs on Perpetual Stimulus | Keith Dicker

    Forward Guidance

    Play Episode Listen Later Dec 10, 2025 44:32


    In this episode, Founder & CIO of IceCap Asset Management and host of The Loonie Hour podcast Keith Dicker breaks down why global markets now depend on constant stimulus, why Canada looks fragile as the U.S. strengthens, and how fiscal expansion and bond-market stress could shape the future of macro. Enjoy! __ Follow Keith: https://x.com/IceCapGlobal Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance — Timestamps: (00:00) Introduction (02:23) Everything Revolves Around U.S. Macro (06:17) Repeat of Powell Repo Pivot? (13:15) Grayscale Ad (13:55) Fed QE: Past vs Present (18:30) Did We Bypass Recession? (23:21) Canada's Comeback & Global Markets (26:30) Unpacking Canada's Bullish MOU (29:37) Grayscale Ad (30:23) Fixed Income vs Growing Debt Burden (38:21) Precious Metals & Commodities (40:44) Hedging Tail Risks (43:09) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

    Narrow Row
    Dec 10 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Dec 10, 2025 23:50


    - Greg Johnson, TGM TotalGrainMarketing.com- Philip Good, United Soybean Board @NAFB- Drew Lerner, WorldWeather.cc ★ Support this podcast ★

    RaboResearch Food & Agribusiness Australia/NZ
    Agri commodity outlook 2026: Sugar

    RaboResearch Food & Agribusiness Australia/NZ

    Play Episode Listen Later Dec 10, 2025 14:22


    In this episode, Pia Piggott speaks with Senior Commodity Analyst Charles Hart about the outlook for the global sugar market from RaboResearch's Agri commodity outlook 2026.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

    RFD Today
    RFD Today December 10, 2025

    RFD Today

    Play Episode Listen Later Dec 10, 2025 53:01


    Highlighting work of local county farm bureaus, including Christian County with "Homegrown Heroes", Edwards County with "Bring on the Beef", and Woodford County with "BBQ Throwdown".University of Illinois Extension's Ken Johnson discusses the effects of road salt on plants.

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

    Market Signals by LPL Financial

    Play Episode Listen Later Dec 9, 2025 46:50


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

    Narrow Row
    Dec 09 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Dec 9, 2025 23:50


    - Naomi Blohm, TotalFarmMarketing.com- Farmer Aid Package a Bridge or a Cliff- Joe Janzen on the December WASDE- Don Day, DayWeather.com ★ Support this podcast ★

    Market to Market - The MtoM Podcast
    Global Story Keeps Fertilizer Prices Stubbornly High Even With Lower Grain Prices

    Market to Market - The MtoM Podcast

    Play Episode Listen Later Dec 9, 2025 33:00


    StoneX fertilizer expert Josh Linville analyzes why input costs remain elevated with phosphate and nitrogen prices in the top 10-15% historically while grain values lag. Key factors include China cutting phosphate exports by 50% among other issues ahead in 2026.

    Financial Sense(R) Newshour
    Beyond Diet: Social Connections and Purpose in Lifespan Extension

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 8, 2025 23:05


    Dec 8, 2025 – Explore the science of longevity in this compelling discussion between Financial Sense's Jim Puplava and Nick Buettner at Blue Zones. Drawing on extensive research from the world's longest-lived populations, Buettner outlines...

    Lead-Lag Live
    Global Food Risk: How Brazil's New Potash Supply Could Reshape Fertilizer, Commodities, and Agriculture

    Lead-Lag Live

    Play Episode Listen Later Dec 8, 2025 9:55 Transcription Available


    In this episode of Lead-Lag Live, I sit down with Matt Simpson, CEO of Brazil Potash (NYSE: GRO), to break down how the Autazes project could transform fertilizer security for Brazil and shift the balance of power in global agriculture.From navigating permits and construction milestones to securing long-term offtake agreements for more than 90 percent of expected production, Simpson explains how domestic potash supply could reduce Brazil's reliance on imports and strengthen global food stability at a time when commodity markets remain volatile.In this episode:– Why fertilizer supply is tightening as global agriculture demand accelerates– How domestic Brazilian potash could reduce geopolitical and logistics risk– What the Autazes project means for future pricing, imports, and food security– How infrastructure partnerships are cutting project Capex and speeding timelines– Why growth in fertilizer demand could reshape commodities in 2025–2027Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

    Narrow Row
    Dec 08 | Closing Market Report

    Narrow Row

    Play Episode Listen Later Dec 8, 2025 23:50


    - Curt Kimmel, AgMarket.neet- Mike Haag, Illinois Pork Producer- Frayne Olson, North Dakota State University ★ Support this podcast ★

    Financial Sense(R) Newshour
    Electricity Wars: Ukraine, Data Centers, and Swinging Elections

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 6, 2025 46:33


    Dec 5, 2025 – What if the future of war, politics, and your electric bill were all connected? In this must-hear conversation, veteran host Jim Puplava sits down with acclaimed energy expert and author Robert Bryce to expose the hidden battle for...

    Financial Sense(R) Newshour
    Uranium's Next Boom: Woody Preucil on US, Global Push to Nuclear Power (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 5, 2025 3:17


    Dec 2, 2025 – Is uranium the next big investment? Discover why global energy shifts, tech-driven demand, and supply shortages could spark an ongoing uranium bull market. 13D's Woody Preucil discusses the future of nuclear and where...

    Financial Sense(R) Newshour
    John Roque: Big Tech, Silver's Moonshot, and 2026 Market Setups

    Financial Sense(R) Newshour

    Play Episode Listen Later Dec 5, 2025 27:15


    Dec 5, 2025 – Wondering where the stock market is headed as we wrap up the year—and what could be in store for 2026? Financial Sense's Jim Puplava speaks with veteran market strategist John Roque at 22V Research as they dive into...

    InvestTalk
    Navigating Divergent Commodity Markets

    InvestTalk

    Play Episode Listen Later Dec 3, 2025 46:16 Transcription Available


    Commodity markets are splitting: Inflationary pressure eases as energy and food prices decline due to better supply, while strategic minerals (like copper, lithium, and rare earths) face sustained volatility and high prices due to supply constraints driven by surging demand from the AI and EV sectors.Today's Stocks & Topics: Tecnoglass Inc. (TGLS), Market Wrap, Pan American Silver Corp. (PAAS), “Navigating Divergent Commodity Markets”, International Exposure, Netflix, Inc. (NFLX), Oil Pipelines, Covered Calls ETFs, Target Corporation (TGT), Walmart Inc. (WMT), Japan Bond Rates.Our Sponsors:* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands