Podcasts about commodities

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.

- Logan Kimmel, RoachAg.com- @ILCorn Mark Bunselmeyer- @Compeer Megan Roberts- @EverStreamAI Mark Russo ★ Support this podcast ★

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.

Wall St had a good short session overnight on thin volume. Path of least resistance in the short-term higher amid a lack of major news. S&P 500 up 0.54%, closing on the high. Nasdaq up 0.65%. Dow up 289 points. Another broad rally, all sectors higher save for Health Care. Energy best despite WTI falling 0.4%. Rubio not planning to attend a NATO foreign ministers meeting regarding the Ukraine/Russia peace deal. A surprise move which signals Washington's frustration with the lack of progress. Tech only in the mid-pack yet the average FANG move was better (+0.9%). Meta (+2.3%) best. Nvidia (-1.8%) worst.Most commodities higher overnight save for oil and iron ore. SPI up 4 - AUB bid pulled - TWE write offs.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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

Rabbi Feiner shiurim

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 ★

Andrew Kabes Lighthouse Commodities

Brownfield Commodity Market Reporter John Perkins has your look at the gains in cattle, corn, soybeans, and hogs ahead of Thanksgiving, and the mixed close for wheat.December corn $4.31 and ¾ up $.08 and 1/4January soybeans $11.34 and ½ up $.06 and 3/4December soybean meal $317.10 up $.10December soybean oil 50.87 up 57 pointsDecember Chicago wheat $5.29 up $.01 and 3/4December live cattle $211.02 up $4.02December lean hogs $80.42 up $1.97Learn 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 firm overnight trade in corn and wheat, and the mixed activity in soybeans, along with how cattle and hogs could 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.

The latest AgNet News Hour delivers a wide-ranging look at the issues shaping American agriculture—from meat-industry shakeups to the rapid evolution of organic farming technology. Hosts Nick Papagni and Lorrie Boyer blend personal updates with in-depth interviews and industry analysis, creating a vivid picture of the pressures and opportunities facing today's producers. Holiday Reflections and Shifting Trends in American Beef The program opens with lighthearted Thanksgiving conversation, including cooking traditions and reflections on a recent interview about preparing the perfect turkey. But the tone quickly shifts as the hosts discuss a major jolt to the U.S. beef industry: Tyson Foods' decision to close a key Nebraska processing facility. The plant, which employed roughly 3,000 workers and handled nearly 5% of daily U.S. beef slaughter, has broad implications for cattle markets, regional economies, and long-term production capacity. Nick and Lorrie explore the underlying pressures contributing to the closure, including: Declining cattle numbers Rising labor and operational costs Expanding automation Increasing regulatory burdens Concerns for rural communities dependent on packing-house jobs These factors, they note, are reshaping beef production and accelerating the push toward efficiency and technology across the supply chain. Spotlight on the Organic Grower Summit in Monterey The show transitions into an extended conversation with Matt Jungmann, Senior Director of Events for the Organic Grower Summit (OGS), scheduled for December 3–4 in Monterey, California. Jungmann outlines the mission and growth of the summit, which brings together growers, researchers, suppliers, and innovators advancing the organic marketplace. He highlights several key components of this year's event: Educational Sessions & Key Issues Regulatory challenges for U.S. organic producers Labor shortages and rising wage pressures Banking, finance, and risk management Regenerative farming and soil health Marketing, consumer trends, and retailer engagement Retail chains such as Trader Joe's, Whole Foods, and Sprouts—longtime champions of organic demand—continue to play a significant role in pushing the category forward. Automation, Robotics, and New Tech Demonstrations Jungmann emphasizes that technology is becoming a central force in the organic sector. While organic acreage is growing steadily rather than rapidly, he notes that the barriers to converting new ground remain high. For many producers, automation offers a path to improved efficiency and long-term sustainability. Among the most anticipated summit attractions: Autonomous weeding and cultivation machines AI-driven tools for mechanical pest and weed control Concept robotics from startups such as Reservoir Hands-on demonstrations showing how machines perform in real organic environments He stresses that as chemical options narrow—especially with fewer new pesticides entering the organic toolbox—mechanical and robotic solutions are filling critical gaps. Community, Collaboration, and the Organic Grower of the Year Beyond technology, Youngman celebrates the strong community that defines organic agriculture. The summit fosters a sense of fellowship, giving growers space to exchange ideas, compare seasons, and learn from firsthand experience. He also highlights the Organic Grower of the Year finalists, representing innovation, stewardship, and leadership across multiple states. The award underscores the dedication required to farm organically in an era marked by rising costs, fluctuating markets, and rigorous regulatory frameworks. California's Regulatory Reality vs. the Rest of the Nation The interview includes a candid discussion of how California's farming environment differs dramatically from states like Illinois, where Jungmann grew up. California producers face: Significantly higher labor costs More intensive regulatory requirements Water uncertainty Environmental compliance challenges Market pressures from global competitors with lower production costs Jungmann argues that the future of California agriculture may hinge on growers' ability to embrace new efficiencies—and events like OGS help equip them for that transition. Industry Conversations Continue at the National Association of Farm Broadcasting Convention After the interview concludes, the show returns to Lorrie Boyer, who recounts her recent trip to the National Association of Farm Broadcasting annual convention in Kansas City. The event provided a deep dive into: Commodity and livestock market outlooks Fertilizer prices and global supply chains Weather impacts on crop production Innovations in machinery and agritech Geopolitical pressures influencing U.S. agriculture Consumer nutrition trends and the federal MAHA (Make America Healthy Again) report She also notes discussions around Proposition 12, nutrition policy, new consumer-facing pork campaigns, and the impact of synthetic food dyes on children's health. Rising Consumer Awareness and the Push for Better Food Quality The show ends with a discussion about food dyes and the slow pace of regulatory change. A parent from California shared how removing dyes transformed her son's health—an example the hosts use to highlight growing consumer scrutiny of food ingredients. This concern ties directly back to the organic movement and the mission of improving food quality, even as healthier products come at a higher cost. Final Thoughts From meat-industry upheaval to breakthroughs in organic farming, the AgNet News Hour offers a candid snapshot of modern agriculture's evolving landscape. Whether it's automation, regulation, or shifting consumer demands, producers across the country are adapting quickly—and conversations like these help illuminate the challenges and opportunities ahead.

from the Illinois Corn Growers Annual Meeting- Naomi Blohm, TotalFarmMarketing.com- Dan O'Brien, K-State Extension- Don Day, DayWeather.com ★ Support this podcast ★

Before there was Market to Market, there was Farm Digest. John Roach is our senior market analyst and this episode looks at his debut in 1977.

Listen to the SF Daily podcast for today, November 25, 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 light short covering, with export interest rising despite South American weather issues. The cash market remained firm due to the Thanksgiving holiday and an approaching winter storm. Livestock markets were impacted by the Tyson plant closure announcement, leading to lower cattle futures. Soybean inspections dropped to 799,042 metric tons, down from 1.21 million tons the previous week. Corn inspections fell to 1.63 million tons, while wheat inspections rose to 474,530 metric tons. Winter storm warnings were issued for Minnesota and northern Wisconsin, with potential snow accumulations up to two feet. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this KE Report Daily Editorial, I am joined by Daryl Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, for a fast-moving review of energy, precious metals, and base metals as markets cool into December.   Key Discussion Highlights Overall Commodity Tone Broad consolidation across sectors, with volatility sharply lower and the Bloomberg Commodity Index largely flat for the month. Natural Gas Winter-driven spike in the front month; storage ~4% above the 5-year average; production strong; market balanced unless a deep winter hits. Crude Oil Persistent downtrend toward mid-$50s; risk premium fading; curve extremely flat; potential for sharper contango if Russia–Ukraine risk fully unwinds. Precious Metals Gold and silver holding firm after a strong year; technical consolidation continues; ETF inflows (especially U.S.) remain supportive. Copper & Base Metals Copper steady near $5; COMEX inventories at highs; tariff uncertainty keeps buyers cautious; longer-term fundamentals still constructive. Looking Ahead Gas remains weather-driven; crude could move quickly lower; metals likely range-bound through year-end; 2026 tariff dynamics worth watching. Click here to learn more about Bannockburn Capital Markets ----------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Brownfield Commodity Market Reporter John Perkins has your look at the firm overnight trade for corn and soybeans, the mixed move for wheat, and what could drive cattle and hogs at the open.Soybeans and corn are watching South AmericaWheat is getting ready for the holidayCattle could see follow-through sellingHogs are waiting for more signs of improved demandLearn 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 higher moves in soybeans and wheat, and the mixed finishes for corn, cattle, and hogs.December corn $4.23 and ½ down ¼ centJanuary soybeans $11.24 and ¾ up $.01 and 1/2December soybean meal $317.00 up $2.80December soybean oil 50.30 up 12 pointsDecember Chicago wheat $5.27 and ¼ up $.05December live cattle $207.00 down $.20December lean hogs $78.45 up $.25Learn 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.

- Curt Kimmel, AgMarket.net- Chad Hart, Iowa State University- Mark Russo, EverStream.ai ★ 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...

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/

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

- Mike Zuzolo, GlobalCommResearch.com ★ 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

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

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

End of year financials are sobering for some farmers in some regions of the country. Commodity presidents Caleb Ragland of the American Soybean Association and Jed Bower of the National Corn Growers Association discuss challenges.  USDA Undersecretary Richard Fordyce discusses farm assistance. 

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

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:

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...

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,

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