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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
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...
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
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...
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...
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
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
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...
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...
This KE Report Weekend Show kicks off with Brian Leni laying out a contrarian roadmap for investors caught up in silver's explosive move above $50,...
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...
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...
Panelists - Matt Bennett, AgMarket.net - Ellen Dearden, AgReview ★ Support this podcast ★
Natasha Kaneva and team share J.P. Morgan's 2026 Global Commodities Outlook. Commodity prices have experienced repeated and highly synchronized cycles across various markets over the past 50 years, with these fluctuations closely tied to global economic trends through shifts in demand. This co-movement broke down in 2024, as energy prices reset lower while metals prices surged, marking the emergence of a new commodity regime, driven by divergent supply dynamics. Looking ahead to 2026 this deviation is expected to continue as supply-constrained metals continue to beat glutted energy. Speakers: Natasha Kaneva, Head of Global Commodities Research Greg Shearer, Head of Base & Precious Metals Research Otar Dgebuadze, Natural Gas Research This podcast was recorded on December 5, 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5143468-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
- Mike Zuzolo, GlobalCommResearch.com- Michael Langemeier, Purdue University- Eric Snodgrass, NutrienAgSolutions.com ★ Support this podcast ★
- Matt Bennett, AgMarket.net- WILLAg News Update- ICGA Mike Plumer Award- Gerald Mashange, University of Illinois- Mike Tannura, Tstorm.net ★ Support this podcast ★
Listen to the SF Daily podcast for today, December 4, 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 mixed trade, with South American weather impacting Brazilian crop estimates. China's soybean purchases have slowed, raising doubts about meeting purchase goals. Ethanol production reached a record high of 1.1206 million barrels per day, with the Midwest leading at 1.068 million barrels. Brazil's pork and chicken production and exports for 2025 and 2026 were forecasted. Winter weather advisories were issued for the southern plains. Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Chris Paolino, Portfolio Manager at Esker Point Advisers LLC, a commodities-focused investment advisor and affiliate of Titan Advisors, a global alternative investment firm with over $2 billion in firm assets, based in Connecticut. Chris shares his outlook for commodities investing, including the greatest opportunities, challenges and more. Disclaimer: The statements made herein by Chris Paolino represent his personal views and opinions as of the date of this interview and do not necessarily reflect those Titan Advisors, LLC or its affiliates. This presentation is not intended to constitute investment advice; nor does it constitute an offer to sell or a solicitation of an offer to buy any security, investment product, or service. No recommendation or advise is being given as to whether any investment is suitable for a particular investor. To the extent this presentation contains forward-looking statements there is no assurance or guarantee that any forward-looking statements will come to pass or that future results will be consistent with any information provided. ✨ What you'll learn:
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
Dec 2, 2025 – Market strategist Dr. Ed Yardeni joins FS Insider's Cris Sheridan to discuss his bullish outlook, including a 10,000 target for the S&P 500 by 2029. Yardeni, known for his “Roaring 2020s” thesis, highlights strong economic and...
In this episode we return to Singapore and commodity trading in Asia. Is Singapore still a must -have hub as part of a global commodity footprint? What are the key commodities traded there? How do those markets differ from Europe and North America? How has the broader Asia-Pacific region fared over the last decade? And what are some of the key challenges, both market and cultural to doing there? And what might the future hold? Our guest is Ian Lawson, who's had a multi -decade career in trading and origination, including heading those functions in Singapore for the likes of BP and Mercuria and is now a senior advisor at Baringa, the management consultancy.
U.S. E&Ps have battled mightily to mitigate the impact on earnings and cash flows caused by the steady erosion in commodity prices, but concerning trends could impact future earnings.
- Greg Johnson, TGM TotalGrainMarketing.com- REGISTER FOR FARM ASSETS CONF @ WILLAg.org- U.S. Grains & BioProducts Council- Drew Lerner, WorldWeather.cc ★ Support this podcast ★
Rob Russell, Managing Partner, Russell-Kroese Partners, joins Railway Age Editor-in-Chief William C. Vantuono for a wide-ranging discussion on the railroad industry and its future, with particular emphasis on the proposed Union Pacific-Norfolk Southern merger. Among the topics are the health of the rail industry from 2002 to present; the service and rate environment, the outlook for intermodal business; challenges with connecting to a railroad for carload customers; when railroads say “we're looking to grow,” what does “growth” really mean?; challenges for commercial professionals in the rail space; rail in the West vs. rail in the East; and “benefits” and “lookouts” for UP's acquisition of NS. Rob Russell is a seasoned transportation executive who operates fluidly from the boardroom to the shop floor. A certified six sigma black belt and a LEAN champion, Rob is a proven business leader who has a track record of strategy development, financial planning, business develop-ment, operations, and performance management to accomplish an organization's desired goals. Pulling from more than 23 years of executive logistics experience across CWR Solutions, OmniTRAX, Progressive Rail and Union Pacific, he brings passion, expertise and dedication to his clients. In addition to being a successful entrepreneur, Rob is recognized to excel within complex, high pressure organizations to achieve measurable and timely results by cultivating relationships, developing high performing teams, and delivering on time.
Kanika Arora from the University of Iowa and Julie Bobitt with the University of Illinois at Chicago discuss the Farm Families Coping with Dementia program.Dan Skinner from the Illinois Department of Natural Resources previews the second weekend of the firearm deer hunting season in Illinois. Stark County native Brianna Gehrig details her role with Brevant Seeds.
Dec 1, 2025 – As year-end approaches, prioritize Roth conversions before December 31st to capitalize on low tax rates. Complete critical actions like 529 contributions, gifting, RMDs, and charitable distributions by year-end to ensure tax benefits...
Carl Quintanilla, Sara Eisen, and Michael Santoli kicked off the hour with a check on how the consumer's held up this holiday season according to alternative data sources and earnings reports - before breaking down what it all means for stocks with Truist Wealth's Chief Investment Officer. Plus: is the Bitcoin bottom in? Or is there more pain to come - the CEO of crypto trading platform Bullish gave his take on the action... before the team turned to gold with TD's Global Head of Commodity Strategy, who argues there's better bets for the new year elsewhere. Also in focus: Apple's AI shake-up, OpenAI's "Code Red", and Amazon's new AWS plans... The team discussed all 3 headlines, and what it means for shares alongside the broader markets. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
GIVING TUESDAY | WILLGive.org- Naomi Blohm, TotalFarmMarketing.com- Ed Usset, University of Minnesota- Jennifer Tyree, ILPork.com- Don Day, DayWeather.com ★ Support this podcast ★
The shifting land market dynamics heading into 2026 include limits on new buyers entering the market with tightening cash flow reducing the buyer pool significantly. Top-tier farms continue to perform well, but average properties face steep discounts.
On Episode 741 of The Core Report, financial journalist Govindraj Ethiraj talks to Anindya Banerjee, Head, Research, Currency and Commodity at Kotak Securities and G. Chokkalingam , Founder at Equinomics Research.SHOW NOTES(00:00)Stories Of The Day.(10:50)Market Highs Slip Away.(18:48)Why Is The Rupee Hitting New Lows Now?(19:45)What Happens When Markets Hit Peaks?(22:24)Will Russian Oil Come Back? - The India Energy Week SegmentRegister for India Energy Week 2026https://www.indiaenergyweek.com/forms/register-as-a-delegateRegister for the 3rd Edition of the Algorand India Summit https://algorand.co/india-summit-2025For more of our coverage check out thecore.inSubscribe to our NewsletterFollow us on:Twitter |Instagram |Facebook |Linkedin |Youtube
Susan Sams, Executive Director at the Energy Assistance Foundation details the Warm Neighbors Cool Friends program available for Ameren Illinois customers. IL Corn Executive Director Rodney Weinzierl discusses the organization's priorities over the next year.DTN agriculture meteorologist John Baranick recaps the first significant snowstorm of the season.
- Logan Kimmel, RoachAg.com- @ILCorn Mark Bunselmeyer- @Compeer Megan Roberts- @EverStreamAI Mark Russo ★ Support this podcast ★
Illinois Farm Bureau Associate Director of Food Systems Development Raghela Scavuzzo provides monthly update.Illinois Farm Bureau Director of Local Government Programs Brenda Matherly recaps IFB's presence at last month's Illinois Association of County Officials Fall Conference. Mark Bunselmeyer becomes the new president of the Illinois Corn Growers Association. Joe Camp at Commstock Investments previews a new market week.
Brownfield Commodity Market Reporter John Perkins has your look at the overnight dips in soybeans, corn, and wheat, and what might influence 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.
November 28, 2025 – Is the dollar's reign under threat? Jim Puplava interviews Harvard's Kenneth Rogoff on “Our Dollar, Your Problem,” discussing how US debt, political division, China's yuan, and crypto challenge dollar dominance and why...
Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast. This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy. We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with disappointing yourself versus the opportunity set. I loved this conversation. Lots to learn and implement into your practice. NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.
- Mike Zuzolo, GlobalCommResearch.com- Aaron Curtis, MID-CO ★ Support this podcast ★
AGI territory sales manager Blake Taylor says growers across Western Canada saw bumper crops for 2025, but the challenge has been storing those big yields in a year of softer commodity prices. “A good problem that they had this year were phenomenal yields," he says, "the not-so-good problem? Commodity pricing.” Transport limitations vary by province,... Read More
Nov 26, 2025 – Humanoid robots are on the verge of an “iPhone moment”—and the AI revolution is accelerating faster than ever. In this fascinating interview, Cris Sheridan and AI expert Dr. Alan D. Thompson explore how robots are mastering...
- Matt Darragh, Kpler- Jennifer Tyree, IPPA ★ Support this podcast ★
Commodity markets often shift between bullish (rising market) and bearish (falling market) trends, driven by supply and demand. Ed Broschinski, commodity risk manager with Cargill, says that there's another market type, one that doesn't get discussed nearly as often — a foundational market. Understanding current market dynamics, he says, comes at a critical time as... Read More
Today, in time for the US Thanksgiving, we discuss wine. From rare Burgundies to commodity wine that is shipped in containers and blended. What is wine? How is it made? What is the market structure and how has that changed with internationalization, changing tastes and climate change. And why is English wine ascendant? Our guest is Nick Brewer, former COO of Noble Group and ECTP and now founder and owner of Oastbrook Winery (where you can stock up for Christmas here https://oastbrook.com/online-shop/).
Panelists - Aaron Curtis, MID-CO - Matt Darragh, Kpler - Mike Zuzolo, Global Commodity Analytics ★ Support this podcast ★
AI's boom might be racing toward a dead end as today's LLMs look more like vacuum tubes than world-changers. In this episode of The Valley Current®, Jack Russo and former Apple executive Russ Irwin break down why AI is rapidly becoming a commodity and why the real power will shift to industry-specific systems built on the private data companies already have. They explore how some companies like Apple may eventually blend multiple AIs behind the scenes, the rise of law firms building in-house AI tools, NVIDIA's offline mini-supercomputer, and the long history of fast followers overtaking first movers. If AI leaders can be swapped out as easily as models, the next giant may not be who you expect. Jack Russo Managing Partner Jrusso@computerlaw.com www.computerlaw.com https://www.linkedin.com/in/jackrusso "Every Entrepreneur Imagines a Better World"®️
- Greg Johnson, TGM TotalGrainMarketing.com- Jed Bower, President Nat'l Corn Growers Association- Drew Lerner, WorldWeather.cc ★ Support this podcast ★
Nov 24, 2025 – Emergencies can happen without warning, making preparation essential. In this episode, Kevin Matsukado, former Head of Safety and Security at Hawaii Pacific University, shares a practical five-step approach to emergency...
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...
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
CONTINUED Commodities, AI Demand, and UK Political Turmoil Guest: Simon Constable Simon Constable reported on market trends 1916