Podcasts about commodities

CAPTION: 1917 ODESSA Simon Constable discusses recent extreme weather, including an unprecedented tornado in the south of France that damaged 300 homes. This disruption mirrors severe instability in the commodity markets, where Brent crude has surged to $94 a barrel, European gas has jumped 26%, and Black Sea grain prices have spiked up to 16%. Constable also critiques the new UK Prime Minister Andy Burnham for focusing on minor local issues rather than global crises. Finally, he reviews public backlash against data centers, which consume substantial water and over 4% of total US electricity. (9)

Sep 2, 2026 – The bond vigilantes are back—and oil is fueling the fire. Kurt Kallaus reveals why we're "living on borrowed barrels," how draining reserves could jolt markets by October, and the surprising sectors he's buying while....

Want me to find the bottleneck in your business?I'm opening up 30-day business bottleneck case studies where we find the problem, fix it, and measure what happens.

Commodities span far beyond gold. From precious metals and energy to agriculture, they can offer investors another way to think about markets and portfolio diversification. Kathy Kriskey, Head of Alternatives Product Strategy at Invesco, joins SoFi Chief Market Strategist, Liz Thomas this week to share her take on today's commodities market and explore what's happening beyond the usual suspects, from copper to coffee. Kathy dives deep into her view on the relationship between copper demand and the growth of AI data centers. She also explores how weather events such as El Niño could affect agricultural commodities and food prices. Throughout the conversation, Kathy offers her outlook on current trends, including why she considers silver the “meme stock” of precious metals. She explains the thinking behind “Doctor Copper” as a potential indicator of broader economic activity and discusses the role diversification can play within commodities. This episode is for informational purposes only and should not be considered investment advice. Additional resources: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On The Money⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Investing 101 Center⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Wealth Investing Guide⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ SoFi.com/Legal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. ©2026 Social Finance, Inc. All Rights Reserved.

In this episode, Alex French shares the story behind building Bizzy, from having countless ideas and failed businesses to turning a simple cold brew concept into a growing national brand. He opens up about the lessons he learned from failure, the importance of solving a real consumer problem, and what it took to spend more than a decade building a business that finally reached profitability.Takeaways• Failed businesses can become some of an entrepreneur's most valuable lessons.• The best opportunities often come from identifying a real consumer problem and finding a better way to solve it.• Building a consumer brand can require years of persistence, capital, and operating through uncertainty.• Reaching profitability doesn't mean the challenges are over.• Commodity prices and tariffs can dramatically impact a business even when everything internally is being done right.• Entrepreneurship can put you into survival mode for years and have a lasting impact on how you operate.• Physical challenges can help build the mental resilience needed to navigate difficult periods.Chapters00:00 The Entrepreneurial Mindset & 20+ Bad Ideas01:11 Turning Failures Into Lessons02:04 The Business That Almost Worked03:24 Finding the Right Opportunity04:02 The Origin Story of Busy06:29 Why Cold Brew?08:48 The Bet on At-Home Coffee10:45 From Two Years of Development to 13,000 Locations11:39 Ten Years to Profitability12:27 The Brutal Reality of Scaling14:00 The Annual Fundraising Survival Cycle17:18 Living in Survival Mode20:04 Building Mental Strength Through Physical Challenges23:03 Entrepreneurship Has No Finish Line24:27 The Emergency Raise25:19 Coffee Prices, Brazil & Tariffs27:41 Fighting to Save the Business30:22 The Personal Financial Toll32:41 The Worst Year of Entrepreneurship34:53 When Everything Finally Turns Around35:16 Learning to Celebrate the Small Wins37:05 Competing Against the Giants38:39 The Truth About Coffee Roasts42:53 Why Busy Put Caffeine Front and Center44:09 The Marketing Change That Increased Sales 30%45:27 When the Right Message Changes Everything48:12 The Next Big Product Idea50:58 Building the Next Chapter of Busy57:59 Success, Identity & Entrepreneurship59:06 What Comes After 13 Years?1:00:28 The Double Espresso Shot1:01:10 Relaunching a Product That Failed1:03:18 Finding the Right Price, Pack Size & Placement1:04:17 Why Tiny Tweaks Can Change Everything1:05:39 What Kept Alex Going for 13 Years

Charles Schwab's Jim Ferraioli does not expect to see typical seasonal weakness in Bitcoin's price action due to its long flush and subsequent rebound. So where will prices move from here? Jim looks into crypto inflows in ETFs and other products, along with his technical analysis in Bitcoin, to explain where he sees the cryptocurrency moving in the final months of 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

Commodity leaders continue to call on legislators to complete work on a new farm bill. John Bode with the Corn Refiners Association has faith in the U.S. trade team and says Canada is too important to ignore as a trading partner and calls on the Trump administration to approve an updated USMCA. 

The September 2, 2026 edition of Illinois Public Media's Closing Market Report, hosted by Todd Gleason, examines commodity market trends, local environmental policy, and global agricultural weather patterns. Following the opening commodity market settlements, Greg Johnson of Total Grain Marketing analyzes multi-year highs in corn and soybean futures, the psychological dynamics of farmer selling, early harvest expectations driven by late-summer heat, and updated crop budget estimates from the University of Illinois farmdoc team. The broadcast then highlights civic discourse in Champaign County, featuring University of Illinois environmental science student Bruce Beem, who details public testimony regarding proposed hyperscale data centers—specifically emphasizing concerns over long-term site remediation, and inadequate human-centric noise metrics and artificial light disruption along avian migratory corridors. Finally, meteorologist Drew Lerner of World Weather Incorporated delivers a regional and global forecast, evaluating persistent drought conditions across the U.S. hard red winter wheat belt, planting moisture outlooks in central Brazil, and international El Niño impacts spanning Indonesian wildfires and drenching rainfall in the Philippines.01:21 Ag Markets with Greg Johnson, TGM08:28 Data Centers, Civic Engagement, and University Educations14:38 Ag Weather with Drew Lerner, World Weather Inc ★ Support this podcast ★

The Doctrine of Balaam: Exposing Corruption in the Modern Prophetic Movement | KIB 547 Kingdom Intelligence Briefing DESCRIPTION THE DOCTRINE OF BALAAM: EXPOSING CORRUPTION IN THE MODERN PROPHETIC MOVEMENT Kingdom Intelligence Briefing — Episode 547 What does the biblical account of Balaam reveal about the modern prophetic movement? Balaam presents one of Scripture's most sobering examples of supernatural gifting separated from godly character.  He could encounter genuine supernatural revelation.  He could speak words God placed in his mouth.  He even delivered a remarkable prophecy concerning the coming Messiah.  Yet Balaam's supernatural experiences did not transform his character.  His heart remained vulnerable to money, honor, influence, compromise, and access to kings.  That creates a critical warning for the Church today: ·      Prophetic accuracy does not necessarily equal divine approval. ·      Supernatural power does not equal holiness. ·      Revelation does not equal character. ·      Gifting does not equal maturity. ·      Anointing does not equal obedience. Jesus taught that fruit remains essential in discerning spiritual ministry. In KIB 547, Dr. Michael Lake and Mary Lou Lake undertake a biblical examination of Balaam and discover that the New Testament gives us three powerful categories for understanding prophetic corruption: THE WAY OF BALAAM — 2 Peter 2:15 THE ERROR OF BALAAM — Jude 1:11 THE DOCTRINE OF BALAAM — Revelation 2:14 Together, these passages provide a biblical framework for evaluating modern prophetic ministry. The episode examines how genuine or claimed spiritual gifting can become corrupted when joined with covetousness, ambition, political influence, celebrity, sexual compromise, financial manipulation, and the commercialization of spiritual authority. One of the deepest theological observations in the episode is this: Balaam wanted God's power without God's government. That same temptation remains possible today: ·      Prophecy without holiness. ·      Power without obedience. ·      Gifts without character. ·      Authority without accountability. ·      Revelation without Scripture. ·      Anointing without crucifying the flesh. ·      Kingdom authority without submission to the King. True biblical prophetic ministry cannot be separated from covenant faithfulness and obedience. THE WAY OF BALAAM Second Peter 2:15 identifies Balaam as one "who loved gain from wrongdoing." ·      The problem is not legitimate financial support for ministry. ·      The danger begins when money starts influencing ministry. ·      When access to a prophet is sold. ·      When prophetic words become commodities. ·      When larger offerings produce more favorable prophecies. ·      When invitations, platforms, donors, and political connections begin determining what a minister will—or will not—say. ·      At that point, the gift is being monetized. Biblical ministry may receive support, but God's gifts must never become merchandise. THE ERROR OF BALAAM Jude 1:11 exposes another dimension. A minister can begin assuming that because supernatural manifestations continue, God must approve of the minister's character and conduct. Balaam destroys that assumption. Something supernatural happening does not prove that God approves of the vessel. The question must move beyond: "Was the prophecy accurate?" We must also ask: ·      Does the ministry exalt Jesus Christ? ·      Does it submit prophetic claims to Scripture? ·      Does it produce holiness and repentance? ·      Does it strengthen covenant faithfulness? ·      Is there humility? ·      Is there financial and sexual integrity? ·      Is there meaningful accountability? ·      Are failed predictions acknowledged? ·      Does the ministry create dependence upon Christ—or dependence upon the prophet? ·      Does it produce mature disciples—or prophetic consumers? And perhaps one of the most important questions: Will the prophet speak the truth when doing so could cost the prophet money, popularity, political access, followers, conference invitations, or the entire platform? The episode contrasts Balaam with Micaiah, who was willing to suffer rather than alter the word God had given him. THE DOCTRINE OF BALAAM Revelation 2:14 takes the warning even further. Personal corruption eventually becomes doctrine. Balaam discovered that he could not directly curse the people God had blessed. Instead, Israel was enticed into idolatry and sexual immorality. The pattern becomes: ·      Gift ·      Revelation ·      Opportunity ·      Desire for reward ·      Compromise ·      Rationalization ·      Prophetic corruption ·      Teaching others to compromise ·      Covenantal judgment The compromised minister eventually becomes an architect of compromise in others. DON'T THROW OUT THE TRUE BECAUSE OF THE FALSE This episode is not an argument for rejecting biblical prophetic ministry. Quite the opposite. The existence of counterfeit ministry makes biblical discernment even more important. Jesus places the doctrine of Balaam inside the Church in Revelation 2:14. The warning to Pergamum therefore provides a serious pattern for examining what the Church tolerates. The answer is not cynicism. The answer is testing. "Prove all things." Return everything to Scripture. Reject the false. Hold fast to what is good. And allow God to restore genuine biblical ministry. The closing message of KIB 547 is ultimately one of hope: God is preparing His remnant, exposing what is false, and calling His people back to Christ, His Kingdom, His Word, holiness, and covenant faithfulness. KEY SCRIPTURES Numbers 22:6 Numbers 22:9–12 Numbers 22:31 Numbers 23:8 Numbers 24:17 Numbers 25:1–3 Numbers 31:16 2 Peter 2:15 Jude 1:11 Revelation 2:14 Matthew 7:15–23 1 Kings 22:14 1 Kings 22:26–27 Acts 8:18–23 The transcript's central New Testament framework is explicitly built around 2 Peter 2:15, Jude 1:11, and Revelation 2:14. YOUTUBE CHAPTERS / TIMELINE 00:00 — Biblical Life TV: Empowering the Remnant 01:30 — Welcome to KIB 547 01:58 — Prayer, Grid Concerns & Preparing for Difficult Times 05:41 — Practical Food Preparedness & Community Cooperation 07:28 — Prayer, God's Love & Preparing for the Feasts 13:43 — The "Sugar-Coated Opiates of Babylon" 16:15 — Entertainment & Feel-Good Christianity 17:29 — Looking Back at the Faith Movement 19:28 — Is the Charismatic and Evangelical System Imploding? 20:03 — Returning to the Meat of the Word 21:34 — Three Levels of False Prophetic Ministry 22:18 — Level One: The Con Man and Mentalist 23:06 — Level Two: Occult Counterfeits in the Church 27:45 — Level Three: Balaam-Level Occult Power 30:38 — Why God Intervened With Balaam 32:46 — Revival Requires Spiritual Warfare 33:57 — Balaam and the Modern Prophetic Movement 36:52 — Balaam Could Hear From God—But His Heart Was Wrong 37:45 — The Real Biblical Test of a Prophet 38:34 — When Prophecy Becomes a Commodity 40:16 — Prophetic Warnings Must Reflect God's Heart 42:25 — Eisegesis: Making Scripture "Preach Better" 44:10 — Context, History, Language & Biblical Interpretation 45:00 — The Three New Testament Warnings About Balaam 46:07 — The Way of Balaam: Loving Gain From Wrongdoing 46:53 — When Money Begins Influencing Prophecy 48:32 — Balaam's Attraction to Honor, Prestige & Access 50:19 — Political Access and the Temptation to Alter the Message 52:07 — Refusing to Change the Message for a Platform 53:53 — Conference Invitations, Money & Ministry Gatekeepers 55:27 — The Error of Balaam 58:59 — Does Success Mean God Approves? 59:38 — Supernatural Activity Does Not Equal Divine Approval 01:01:54 — Faithfulness Matters More Than Ministry Celebrity 01:03:47 — Character and Obedience Remain Essential 01:04:43 — The Doctrine of Balaam 01:07:54 — Why Balaam Could Not Curse What God Blessed 01:09:34 — Sin, Compromise & the Strategy Against Revival 01:12:07 — From Personal Corruption to Corrupt Doctrine 01:14:29 — The Danger of Gifting Mixed With Uncrucified Ambition 01:15:29 — Balaam, Holiness & the Fear of God 01:22:10 — Prophetic Accuracy Does Not Equal Divine Approval 01:24:17 — "Touch Not God's Anointed" & Biblical Discernment 01:25:09 — Prophetic Flattery and Political Leaders 01:27:57 — Simon Magus & Commercializing the Supernatural 01:29:09 — God's Power Without God's Government 01:30:15 — The Seer Who Couldn't See: Balaam's Donkey 01:31:00 — The Threefold Balaam Test for Prophetic Ministry 01:37:58 — God's Judgment, True Prophets & the Coming Separation 01:40:00 — Don't Let the Fake Cause You to Reject the True 01:41:00 — God Is Preparing the Remnant for What Is Coming 01:42:14 — Closing Prayer: Centered on Christ, Kingdom & Scripture The closing section is particularly important: the episode moves from exposing corruption to preparing the remnant. The stated goal is not simply to identify false ministers, but to make the necessary changes now so believers can remain faithful through coming judgment.

Sep 1, 2026 – On the very week the CRB Commodity Index breaks out to a fresh 16-year high, legendary resource investor Rick Rule sits down with FS Insider's Cris Sheridan to deliver a masterclass on where we are in the commodity bull market...

Aug 31, 2026 – When one spouse manages all the finances, passwords, and key relationships, their sudden death can trigger legal, financial, and operational chaos. Today, we explore the risk posed by the "death of a decision maker" and three...

Karen Ahrens is the CEO and co-founder of Wait4me, a Los Angeles-based platform reimagining how people can reclaim time. It's the first "time broker" allowing people to buy and sell time, connecting clients with trusted, local personal assistants while also offering a concierge-style service tier. Karen's journey has been anything but linear — from working in industrial parts departments in Wisconsin to leading global digital transformation and CRM initiatives for Fortune 100 brands as a President within Omnicom. A former expat in Paris, street photographer, single mother, and avid trail runner, Karen finds balance on the canyon trails of the Santa Monica Mountains while building a company rooted in the idea that time is the most valuable commodity.

The September 1, 2026, edition of the Closing Market Report, hosted by Illinois Extension's Todd Gleason on Illinois Public Media, provides an in-depth review of key regulatory, market, agronomic, and weather developments impacting agriculture. Agricultural economist Scott Irwin discusses the EPA's decision to grant 1.8 billion gallons in small refinery exemptions (SREs) for 2025, explaining how the agency's supplemental rulemaking to reallocate 100% of those volumes into 2026 and 2027 mandates effectively neutralizes potential demand losses and supports the biodiesel and soy complex. Market analyst Naomi Blohm of Total Farm Marketing reviews the rally in soybean futures above $13 resistance, highlighting strong domestic demand, Chinese export sales, and the market impacts of geopolitical friction in the Black Sea and Middle East. Agricultural economist Nick Paulson explains how surging global sulfur prices—driven by Middle Eastern conflict and petroleum byproduct supply disruptions—are increasing the cost of MAP and DAP phosphate fertilizers ahead of fall applications. Finally, meteorologist Don Day of Day Weather breaks down the persistent, above-average heat across the Corn Belt and evaluates upcoming rainfall chances for early soybean planting in Brazil.01:05 Trump Admin's EPA SRE Announcement a Reallocation05:29 Ag Markets with Naomi Blohm, Total Farm Marketing10:27 Sulfur and Increasing Phosphate Fertilizer Prices20:20 Ag Weather with Don Day, Day Weather ★ Support this podcast ★

Sydney Lovrien dominated two rings in 2026 – in softball as a state champ pitcher for Clarksville and at the county and state fair for both steers and pigs. We talk life balance and what's next.

The August 31, 2026, edition of the Closing Market Report, hosted by Todd Gleason, covers daily market settlements, global trade dynamics, regional basis movements, and historic severe weather. Agricultural economist Joe Janzen discusses Colombia's growing role as a top destination for U.S. corn and soybean meal, advising growers to carefully weigh storage and interest costs against harvest time cash flow needs rather than leaving grain unpriced. Purdue University's Josh Strine outlines late-summer basis trends, noting widespread corn basis weakness across the Eastern Corn Belt alongside sharp soybean basis gains concentrated in Western Iowa. Finally, Illinois State Climatologist Trent Ford reviews the state's record-shattering 2026 tornado count, which surpassed 200 following major outbreaks in April and June.02:00 Sabbatical Insights from Columbia and the Grain Trade15:38 Corn and Soybean Basis thru July and August19:18 Not Quite Tornado Alley but Getting There ★ Support this podcast ★

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down bitcoin's historic recovery and the key levels that matter, the fight between Kevin Warsh and Scott Bessent over interest rates, and why Jordi is rotating more of his money into Ethereum and Solana. We also discuss AI agents, tokenization, and just how high bitcoin could realistically go.======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp======================0:00 - Intro1:01 - Bitcoin's historic recovery & key levels to watch4:49 - South Korea & retail's role in the bitcoin rally8:56 - Dogecoin, bitcoin & the fundamentally-driven move12:10 - Kevin Warsh, Scott Bessent & the fight over rates22:52 - An AI safety expert's surprising take on bitcoin28:05 - Nvidia's $1B a day & the AI infrastructure trade33:43 - Why Jordi left Wall Street for real-time information37:39 - Is Nvidia stock underpricing its own growth?41:20 - Scarcity, debasement & the bitcoin-gold correlation47:05 - Stablecoins, tokenization & bitcoin as store of value50:53 - How high can bitcoin go?1:01:04 - Jordi's upcoming video

Niels Kaastrup-Larsen and Alan Dunne examine how a changing macro regime is reshaping markets and the role of trend following. They discuss unusual U.S. intervention in the yen, mounting sensitivity around Treasury yields, and questions surrounding Kevin Warsh's communication and the Fed's credibility. Alan identifies three fractures defining the new regime: persistent inflation, growing debt sustainability concerns, and the erosion of institutional norms. They also explore why trend following has performed differently this decade, particularly during periods of bond market stress, before comparing AQR and GMO's strikingly different long-term return assumptions and what they imply for portfolio construction.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Episode TimeStamps:00:00 - Introduction and what's been on Alan's radar01:55 - Why U.S. intervention in the yen matters07:04 - Zuckerberg, Meta and the $16.68 billion question08:31 - August trend following performance and market intervention12:16 - Why CTA performance is increasingly dispersed16:08 - Kevin Warsh, the Fed balance sheet and Treasury supply18:56 - Has short-term trend following structurally degraded?22:17 - Macro narratives versus systematic positioning24:37 - Fed communication, credibility and the Warsh reaction function30:16 - Bessent, Warsh, Druckenmiller and the battle over bond yields34:23 - The three fractures reshaping the macro regime41:42 - How trend following has changed in the new regime49:54 - Commodities, deglobalization and diversification52:29 - AQR versus GMO: radically different forecasts for future returns01:02:08 - Debt sustainability and what investors should watch nextCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

  Macroeconomic uncertainty, persistent inflation, and geopolitical conflicts are reshaping capital flows across the commodity complex. This episode brings together precious metals and energy sector...

Aug 27, 2026 – As frontier AI models converge on near-identical performance, Coeus Institute's Michai Morin argues the industry's defining battle is shifting from intelligence to economics—and the West may be losing. In a wide-ranging interview...

Aug 28, 2026 – Nvidia and Marvell reveal AI's next phase, software stages a comeback after the "SaaS apocalypse," and a hawkish Warsh puts a Fed hike back on the table. Ryan Puplava breaks down where growth, value, and rate risk collide for investors...

We are back with another interview with Gavin McCracken. This time, we spend most of the podcast chatting robotics, AI, and why those two themes could kickstart the next commodities supercycle. I really enjoyed Gavin's take on AI and robotics, mainly because it aligns with my initial hypotheses. But it's always good to bounce ideas off a AI PhD. Remember, NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS TWO DUDES CHATTING MARKETS FOR ENTERTAINMENT ONLY. YOU ARE AN IDIOT IF YOU THINK THIS IS ADVICE.I hope you guys enjoy!

This episode of On Investing looks at a market environment increasingly shaped by persistent inflation, rising long-term Treasury yields, fiscal concerns, and renewed trade tensions. Liz Ann Sonders and Collin Martin begin by discussing the latest inflation data, which continues to show price pressures well above the Federal Reserve's 2% target. While wage growth is not driving inflation, they highlight several other forces keeping inflation elevated, including energy prices, tariffs, and the massive investment required to support the AI boom. The conversation then turns to Treasury Secretary Scott Bessent's efforts to influence long-term interest rates after yields surged. Collin argues that Bessent's actions are understandable given concerns about mortgage rates and borrowing costs, but he views them as a short-term response to a much deeper issue: the nation's growing debt burden and ongoing fiscal deficits. Both hosts suggest that attempts to manage yields address the symptoms rather than the underlying causes. They also explore the potential tension this creates with the Federal Reserve, which may prefer tighter financial conditions to combat inflation. The episode closes with a look ahead to the Fed's Jackson Hole conference, upcoming labor market reports, purchasing manager surveys, and other economic data that could shape expectations for both growth and Fed policy. You can read the report Liz Ann mentions here: "Great Moderation Era: Drift(ing) Away." On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Past performance is no guarantee of future results. Investing involves risk, including loss of principal. Diversification and asset allocation strategies do not ensure a profit and do not protect against losses in declining markets. Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investing in alternative investments is speculative, not suitable for all clients, and generally intended for experienced and sophisticated investors who are willing and able to bear the high economic risks of the investment. Investors should obtain and carefully read the related prospectus or offering memorandum, which will contain the information needed to help evaluate the potential investment and provide important disclosures regarding risks, fees and expenses. Commodity-related products carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, may be illiquid, and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions. All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data. The policy analysis provided by Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see Schwab.com/IndexDefinitions Negative correlation refers to investments that tend to move in opposite directions: when one rises, the other falls. (0826-1AXY) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The August 28, 2026, edition of the *Closing Market Report*, hosted by Todd Gleason, provides an overview of commodity market movements, agronomic crop conditions, and regional weather forecasts. Mike Zuzolo of Global Commodity Analytics analyzes the late-summer market rally, attributing price strength to supply constraints from Black Sea export disruptions, geopolitical tensions, and demand rationing, while recommending a sell-and-defend marketing approach for producers. University of Illinois Extension soil fertility specialist John Jones addresses the impact of early-summer precipitation on nitrogen availability, noting that while localized losses and field variability may slightly soften average yields, remobilization of nitrogen already stored within the plant canopy will sustain grain fill for the majority of the corn crop. Concluding the broadcast, Nutrien Ag Solutions meteorologist Eric Snodgrass discusses the upcoming shift from a cool, wet August to warmer, drier conditions in September across the Corn Belt, while highlighting the broader implications of an intensifying El Niño on potential U.S. harvest delays and South American planting schedules.01:22 Ag Markets with Mike Zuzolo, Global Commodity Analytics and Consulting09:30 Corn Uses N Stored in the Plant for Grain Fill16:43 Ag Weather with Eric Snodgrass, Nutrien Ag Solutions ★ Support this podcast ★

Aug 26, 2026 – Futurist Garry Golden returns to discuss why the backlash against AI data centers has gone bipartisan—from blue states to Texas's new moratorium. He explains why slowing AI is unlikely, how humanoid robotics could reshape the global economy

Stijn Schmitz welcomes Willem Middelkoop to the show. Willem Middelkoop is an author and is the Founder of the Commodity Discovery Fund. Middelkoop asserts that the “big reset” of the global financial system, a thesis he developed over a decade ago, is now unfolding in real time. He points to the accelerating decline of U.S. hegemony, evidenced by the collapsing petrodollar system and waning international support, particularly in the Middle East. This shift from an era of cooperation to confrontation is driving a fundamental change in capital flows, with generalist investors beginning to move away from paper assets like U.S. Treasuries toward hard assets. He notes that foreign ownership of U.S. debt has fallen below thirty percent, a situation he describes as “Weimar Lite,” where the Federal Reserve is increasingly forced to monetize government debt. This environment explains the strong performance of gold, which is being reintroduced into the monetary system without official decree, primarily through record central bank purchases. China alone is buying sixty percent of the world's annual mine production outside its borders. While Middelkoop does not foresee a hyperinflationary collapse, as the U.S. retains powerful tools like revaluing its gold holdings, he believes a new financial crisis is likely in the coming years. In such a crisis, he expects central banks to play the “gold card,” driving a significant revaluation. This outlook informs his investment strategy, which focuses on hard assets including real estate, physical gold and silver, Bitcoin, and high-quality equities. Shifting to the mining sector, Middelkoop highlights the exceptional opportunity in gold producers, which are generating record free cash flow yet trade at historically low valuations. His fund, however, specializes in discovery investing, concentrating on a select portfolio of world-class tier-one and tier-two discoveries. He emphasizes that the key to outsized returns is maintaining a long-term position in a major discovery, allowing value to compound over decades as the deposit is developed into a producing mine. This patient, concentrated approach involves taking significant stakes in companies after the initial discovery hype and supporting them through to production. Timestamps: 00:00:00 – Introduction 00:01:00 – Financial Reset Discussion 00:04:00 – US Losing Superpower Status 00:09:08 – Central Bank Gold Purchases 00:13:00 – Empire Decline and Debt 00:18:45 – Weimar Lite Scenario 00:23:00 – Gold Revaluation Process 00:28:00 – Mining Sector Opportunities 00:35:00 – Discovery Investing Strategy 00:42:00 – Portfolio Construction Advice 00:47:22 – Concluding Thoughts Guest Links: Commodity Discover Fund: https://www.cdfund.com X: https://x.com/@wmiddelkoop Willem Middelkoop: https://substack.com/@wmiddelkoop The Big Reset: https://www.cdfund.com/download-the-big-reset.html Willem Middelkoop is the founder of the Commodity Discovery Fund and also an author. He became a well-known personality through his work as a stock market commentator for the Dutch business television channel RTLZ. Middelkoop predicted the credit crisis’s onset in his book “Als de dollar valt” (If the dollar falls) in 2007. Subsequent publications were “De permanente oliecrisis” (The permanent oil crisis) – 2008, “Overleef de kredietcrisis” (Surviving the credit crisis) – 2009, “Goud en het geheim van geld” (Gold and the secret of money) – 2012, and The Big Reset – 2013. In total, he sold more than 100,000 copies of his books. The Commodity Discovery Fund was established in the summer of 2008. It started with three million euros and 22 participants. By the end of 2023, it had grown to about 2,000 participants and €104 million in assets under management.

The August 27 edition of Commodity Week highlights the extreme variability of this year's corn and soybean crops, prompting panelists to urge farmers to capitalize on unexpected late-summer market strength. Analysts advise producers to execute cash sales now to secure cash flow and bin space, using call options to maintain upside potential if winter rallies occur. Moving forward, the market remains highly vulnerable to significant external risks, including the fragility of politically driven Chinese soybean purchases, the potential for Small Refinery Exemptions (SREs) to undercut domestic biofuel usage, ongoing Black Sea supply disruptions, and long-term weather threats to South American production.Panelists - Mike Castle, StoneX - Kansas City, MO - Logan Kimmel, Roach Ag - Naperville, IL - Chip Nellinger, Blue Reef Agri-Marketing - Morton, IL ★ Support this podcast ★

On this week's Diggin' In with MOFB. We bring you the first part of a recap to August's Commodity Conference that takes place at the Missouri Farm Bureau Home Office. Ben Brown, a Senior Research Associate and Extension Agricultural Economist with Missouri Extension spoke to the crowd. Hear about the weather patterns they've been monitoring and what this means for farmers and ranchers on a global scale. Subscribe wherever you listen to podcasts to have Digging In sent directly to your smart device each time it's released! Host: Janet Adkison, Missouri Farm Bureau Director of Public Affairs Guest: Ben Brown, Missouri Extension Senior Research Associate / Extension Agricultural Economist Producer: Jacob King, Missouri Farm Bureau Video & Audio Media Specialist

Hosted by Todd Gleason, the August 27, 2026, edition of the *Closing Market Report* examines agricultural commodity trends, biofuels policy, and late-summer weather. Matt Bennett of AgMarket.net reviews recent market rallies and advises producers to utilize incremental risk management strategies, while noting that global wheat markets are reacting strongly to escalating Russia-Ukraine tensions. Agricultural economist Scott Irwin discusses the Renewable Fuel Standard and the potential economic fallout if the Trump administration grants more Small Refinery Exemptions (SREs) for 2025. Irwin warns that reversing biomass-based diesel mandates would severely cut soybean oil usage, potentially costing soybean producers billions of dollars. Finally, meteorologist Mike Tannura of Tstorm Weather forecasts a historic, late-season heat wave across the Corn Belt, warning that an impending string of days with temperatures in the 90s will challenge late-stage grain fill and complicate analysts' final yield expectations. The broadcast concludes by highlighting upcoming *farmdoc* webinars and the *Commodity Week* program.02:08 Ag Markets with Matt Bennett, AgMarket.net09:47 SREs and the Price of Soybeans17:09 Ag Weather with Mike Tannura, Tstorm.net ★ Support this podcast ★

Rising crude oil prices provided a powerful tailwind for Oil-Weighted E&Ps, while plunging natural gas prices wounded Gas-Weighted producers after a bountiful Q1. Today, we review the Q2 2026 results of the 37 publicly traded E&Ps we cover and analyze the remarkably wide performance gap they reveal.

The August 26, 2026, broadcast of the Closing Market Report features three primary segments covering agricultural markets, community programs, and weather forecasts. Greg Johnson of TGM analyzes a significant recent rally in commodity prices, attributing the gains to global supply-side pressures and the Pro Farmer crop tour, while advising producers to capitalize on current profitable margins. The program then shifts to farmer and broker Garrett Toay, who highlights the localized benefits of Dolly Parton's Imagination Library on early childhood literacy. Finally, Drew Lerner of World Weather Inc. examines global and domestic weather patterns, utilizing historical El Niño data to project a warmer, drier trend for the western Corn Belt and stabilizing conditions in the eastern regions.01:17 Ag Markets with Greg Johnson, TGM10:49 Dolly Parton's Imagination Library and a Farmer's Family13:59 Ag Weather with Drew Lerner, World Weather Inc ★ Support this podcast ★

There's the usual categories, but also those for machine and handcrafted designs and well as one for repurposed or restyled wool. 

Today's post is short and simple.Investing is often best done that way.The short of it is this: a new commodities supercycle has begun. It's going to last several years. You want to be long natural resources and natural resource companies.The declining purchasing power of national currencies muddies the waters, but I should say that the eventual price of commodities, metals, grains, meats, fossil fuels, softs such as coffee and cotton, is lower. This is especially the case if you measure them using a constant unit of account such as gold.Unless you subscribe to peak oil theories and the like - that there is a finite amount of something and the resource is running out (and I have some sympathy with these arguments) - the simple fact is that we are getting better at producing these things.As we get more productive, their price heads lower. Once we used manpower, picks and shovels to mine metals. Now we use huge great machines and robots. Grade may be declining, we may have to go to far-flung and inhospitable places to mine rock, just as demand is increasing, but human beings are also getting much better at mining.The same goes for farming. We are getting better at it.However, if prices fall too low, mines and farms close down. Investment dries up. This leads to shortages. Prices then go up to compensate, which leads to increased production, which leads to surfeits. Then prices fall again.Thus commodities are highly cyclical, even if the broader direction of travel is lower.Cycles tend to last many years. It takes a long time to get a mine producing. The last great commodity supercycle was the noughties. The one before that, in broad brush terms, was the 70s.We are in another one now.And the charts are confirming it.Exhibit AThis first chart shows the SPDR S&P Global Natural Resources ETF, which owns natural-resource equities rather than the commodities themselves: It's a basket of resource companies, mining, energy and agricultural.There is a huge, 15-year saucer base from roughly 2011 to 2026.There was a breakout from the major resistance zone, followed by a fall back to the zone for a retest, to kiss it goodbye, as they say.It has now broken out to new highs. $65 is your line in the sand. A sustained move below that and the breakout has failed. That's where to manage your risk to. Silver has done something similar, by the way, though over a much longer timeframe.This chart is so bullish I couldn't not mention it.I'm always a bit hesitant with silver, as you know, but you absolutely must have some exposure in your portfolio, either to a miner or to some of the metal itself.You can start quoting silly numbers for silver, if you like - $200/oz and more. I wouldn't blame you.If you live in a third world country such as the UK, I urge you to own gold or silver. The pound will be further devalued, as will the euro and dollar. The bullion dealer I use and recommend is The Pure Gold Company. They deliver to the UK, the US, Canada and Europe. More here.Exhibit BNext we have the ratio between the CRB, the Commodities Research Bureau Index, generally seen as a benchmark for commodities, and the S&P 500 over the last 3 0 years.When that chart is rising, commodities beat the S&P 500. When it is falling, the S&P 500 is the outperformer.Over the very long term there is a powerful downward bias for reasons described above - improved productivity. But there are periods when that trend reverses, most obviously during the noughties commodity bull market.But on a relative basis, it's insane how historically depressed commodities have become. (Over a 50 year period the chart is even more remarkable).But the ratio has tested essentially the same low three times since 2020 and refused to break down. It is now making higher lows.Is that a W I see before me? Let's zoom in and look at the last ten years.Again, you can see the clear line in the sand at around 0.0425. It went briefly below that during the insanity of Covid, when oil went negative. But to all intents and purposes, the red zone is the low.The ratio rallied hard in 2022, thanks in part to a certain invasion, then fell hard. But it never broke the 2020 low. It tested it and the retest held.This year's pullback - which started with another war - held at around 0.0475 as well. We now have what looks very much like a major base, with a succession of higher lows.That is what I want to see.The bottom line is that I think we have several years of natural-resource outperformance ahead of us.It won't always be thus. Nothing ever is.But this isn't the bottom. The bull market has already started. What I see from the charts above is confirmation.Were I to compare this to the noughties bull market, I'd say we were somewhere around 2003-4 maybe. The secular low is behind us, some assets have already made enormous moves, but natural resources as a whole remain extraordinarily cheap relative to equities.There will be corrections. There will be scares. Some commodities will do considerably better than others. Wall of worry. But for now the big asset-allocation call is simple:Be long. Keep it simple.And keep an eye on 0.0425 on that CRB/S&P 500 ratio. A sustained break below there would tell me the thesis is wrong.My thanks go to all of you who filled out my survey last week. If you haven't yet and have a spare three minutes, you can do that here. (Paying subscribers only please).Disclaimer:I am not regulated by the Financial Conduct Authority (FCA) or any other regulatory body as a financial advisor. Therefore, any information provided in this newsletter does not constitute regulated financial advice. It is solely an expression of opinion. Small-cap stocks are inherently risky. Please conduct your own due diligence and consult with a financial advisor, if you have any doubts. Remember, markets can both rise and fall, especially in the case of small and mid-cap stocks. I am not aware of your individual financial circumstances, so only invest money that you can afford to lose. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Arthur Hayes is the CEO of Flop Labs and CIO of Maelstrom. In this conversation, we break down Treasury Secretary Scott Bessent's money printing playbook, the controversy around Stanley Druckenmiller's AI-written op-ed, and why bitcoin got overshadowed by the AI trade in 2025. We also discuss gold's next move, how Arthur allocates across bitcoin, gold, and public equities, and his new project tokenizing AI compute itself.====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.====================0:00 - Intro1:09: - Bessent, Treasury printing & Druckenmiller's op-ed7:21 - Bitcoin & gold's reaction to money printing signals10:06 - Real estate, land & inflation hedges12:55 - Bitcoin's next 12 months & why it lagged AI17:49 - Bitcoin adoption catalysts & sovereign buyers20:49 - Gold's outlook, portfolio allocation & public equities26:14 - Stablecoins, tokenization & real world assets30:15 - ETH will have a hater rally?31:47 - Hyperliquid & Arthur's most asymmetric bet 34:33 - Flop: tokenizing AI compute46:17 - Money printing, scarcity vs abundance & closing thoughts

Aug 25, 2026 – Legendary gold investor Pierre Lassonde joins Jim Puplava to reveal why gold's current bull market may only be the beginning of a much larger advance throughout the remainder of this decade. Lassonde exposes striking historical...

Aug 24, 2026 – Wealth advisors Crystal Colbert and Nick Kile break down the four best ways to build long-term wealth for your children in 2026—including 529 plans, UTMAs, custodial Roth IRAs, and the brand-new Trump Account. Discover expanded K-12...

Ted Oakley, founder and managing partner of Oxbow Advisors, returns to explain why he sold all his silver and much of his gold exposure in late 2025 and early 2026 — then bought it all back, and more, in mid-July. With gold near $4,600 he argues it's still roughly 18–20% below its January high and nowhere near expensive if you're thinking in terms of a one-and-a-half to two-year horizon and a $7,000–$8,000 objective. The driver, in his view, is a loss of faith in the dollar backed by a fiscal picture with no exit: within five years, entitlements plus a slice of defense will exceed total federal revenue. Oakley explains why he'll only own Treasuries inside twenty-four months, why investors stuck in 20- and 30-year bond funds have lost millions with no way out, and why energy may be the bigger opportunity than gold — underowned after years of fossil-fuel divestment, profitable at $70–80 oil, and paying dividends from 6% to 11%. He also lays out the three classic ingredients of a market top, all of which he says are now in place, and previews his forthcoming book Asleep at the Wheel, aimed at boomers who've stopped rebalancing.Thank you to our partners Augusta Precious Metals — To learn more, visit https://juliabuysgold.com/ or text “Julia" to 35052Monetary Metals - learn more at https://www.monetary-metals.com/julia/Links:Oxbow Advisors: https://oxbowadvisors.com/YouTube: https://www.youtube.com/@OxbowAdvisorsX: https://x.com/Oxbow_AdvisorsBook: https://www.amazon.com/Second-Generation-Wealth-What-Want/dp/1966629168Timestamps: 00:00 – Intro01:04 – Gold/silver discussion 02:44 – "Is it too late?" Gold at $4,60003:55 – The real case for hard assets: losing faith in the dollar05:09 – $40 trillion in debt and Bessent's long-bond buybacks07:38 – Why Oakley won't own anything past 24 months10:16 – What gold is signaling — and why energy could move next12:20 – The energy thesis: underowned, cheap, 6–11% dividends15:17 – The psychology of buying and selling19:04 – Why energy isn't a buy-and-hold — and the copper trade22:08 – Commodities as the AI trade, and cracks in the semis23:37 – The three ingredients of a market top are all here26:00 – "Aren't you missing out?" Oakley's answer29:03 – How the Fed ruined fifteen years of price discovery31:56 – Half the industry has never seen a real bear market35:11 – The boomers who won't rebalance37:00 – Asleep at the Wheel40:32 – Parting thoughts: learn to go against the grain

If you enjoyed this week's message and would like to learn more about who we are, please visit our website. Also, if you feel led to give in order to help improve what we do here at Valley, you can click here.

"Tech is key to this market" and will be for some time, argues Michael Reinking, though keep the recent rotation in mind as investors offload some tech stocks. He adds that pressure coming from the Strait of Hormuz is squeezing price action in oil, contributing to weakness in the stock market.

This is a summary of the August 25, 2026, edition of the Closing Market Report. In today's program, Naomi Blohm of Total Farm Marketing analyzed current agricultural markets, highlighting an inside trading day for corn and beans while cautioning that a lack of fresh bullish news could lead to a near-term price pullback. She also emphasized the ongoing impacts of Canadian trade tensions and global conflicts on market stability. The broadcast then detailed practical cover crop and no-till management strategies from Illinois farmers Adam Dahmer, Brent Fowler, and Greg Thoren. They stressed the necessity of proper equipment calibration, adjusting planting angles to avoid old corn rows, and utilizing cover crops for targeted erosion control. Finally, Don Day of Day Weather outlined the agricultural forecast, noting a favorable shift toward warmer, drier conditions in the Corn Belt for late August, while advising producers to monitor potential tropical development heading into September.00:42 Ag Markets with Naomi Blohm, Total Farm Marketing05:59 Cover Crop Conversations: practical management advice20:09 Ag Weather with Don Day, Day Weather ★ Support this podcast ★

NPPC president Rob Brenneman talks trade, farm policy, and pork demand from the Iowa State Fair. A pork producer's take on the farm bill, PRRS, and why bacon still opens doors in D.C.

Dr. Roman Yampolskiy is a professor of computer science at the University of Louisville and one of the world's leading AI safety researchers, credited with coining the term "AI safety" over a decade ago. In this conversation, we break down why he believes superintelligence may be fundamentally uncontrollable, and the recent incidents of AI models hacking, lying, and blackmailing their way out of containment. We also get into the surprising relationship between AI and bitcoin, the collapse of trust from deepfakes, and what happens to jobs and society once we cross the AGI threshold.=========================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =========================GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.=========================0:00 - Intro0:50 - Have we already hit AGI?2:51 - Why we can't control superintelligence5:14 - Could a global ban on superintelligence actually work?8:45 - Are AI labs really taking safety seriously?15:52 - Mass job loss & the economics of AGI22:03 - The surprising link between AI & bitcoin29:07 - A world of AI abundance, & why scarcity wins31:45 - AI watermarks, & the death of trust35:33 - Pros & Cons of physical AI world38:40 - What would it take to trust humanoid robot?39:50 - Brain computer interfaces: a good idea?42:25 - Rise & risks of deapfakes 49:40 - Controlling AI: Governments vs private companies54:07 - Open source vs closed, & the US vs China AI race57:34- Is bitcoin the one crypto project built to last?1:01:40 - Limitations of physical AI: bottlenecks & shortages 1:03:50 - Impact of healthcare with AI 111:06:09 - What would it take to actually declare AGI?1:09:35 - How the public can help with AI safety 

This edition of the *Closing Market Report*, hosted by Todd Gleason, covers commodity market movements, Illinois crop prospects, and global agricultural weather. Sherman Newlin of Zaner Ag Hedge reviews the findings from the Pro Farmer Crop Tour, discussing observed crop stress, shorter ear lengths, and market reactions to reduced yield estimates in Illinois and Indiana. Following a brief announcement for an upcoming FarmDoc webinar on farmland values, cash rents, and energy leases, University of Illinois agronomist Giovani Preza Fontes examines corn development, explaining that despite widespread "tip back," adequate soil moisture and favorable grain-filling conditions keep USDA's 212-bushel-per-acre projection attainable. Finally, Mark Russo of EverStream Analytics provides an ag weather outlook, forecasting drier, seasonal conditions across the Corn Belt, subdued Atlantic hurricane activity due to a strong El Niño, and critical moisture trends across the U.S. Plains, Europe, and Brazil.01:00 Ag Markets with Sherman Newlin, Zaner Ag Hedge08:52 WEBINAR PROMO | Rents and Prices Outlook: Results from a Mid-Year Survey10:27 Corn Prospects in Illinois on Track with USDA18:34 Ag Weather with Mark Russo, EverStream Analytics ★ Support this podcast ★

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down bitcoin's explosive weekly surge and why this "sigma move" signals a real bull market. We also discuss the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio.=======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =======================Figure's $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at http://figure.com/disclosures/=======================For a limited time, our listeners get 50% off FOR LIFE, Free Shipping, AND 3 Free Gifts at Mars Men at https://www.Mengotomars.com.=======================0:00 - Intro1:02 - Bitcoin's weekly surge & the "sigma week" behind it5:38 - The bitcoin vibe shift & intersection with AI 15:26 - Is multiple compression a warning sign for the market?19:03 - How much bitcoin should be in your portfolio?23:27 - Moderna, AI & the future of biotech29:20 - Stripe's OpenRouter deal & the fight for AI model routers34:13 - Are model routers a threat to Anthropic and OpenAI?44:00 - Why people fear data centers more than nuclear plants54:46 - Jordi's bitcoin call to arms 

Aug 21, 2026 – Chris Puplava explains why Treasury Secretary Bessent's buyback announcement was a pivotal "whatever it takes" moment—and what it could mean for your portfolio. He reveals how the US may now be sacrificing the dollar to cap...

Aug 21, 2026 – The biggest move this week wasn't semis or Iran—it was bonds. 30-year Treasury yields hit 5.3%, a two-decade high. Investors are demanding more compensation for duration amid $40T debt, AI financing needs, and rising oil...

Aug 21, 2026 – How strong is the current bull market and which sectors are outperforming? Vincent Randazzo of ViewRight Advisors joins Jim Puplava to reveal why strong market breadth is leading the S&P 500 higher despite rising rates, oil, and...

Aug 20, 2026 – Is official inflation telling the full story? Economist John Williams of ShadowStats joins Jim Puplava to examine how methodological changes to the CPI since 1980 have reshaped reported inflation, and what his alternate measure...

Anthony & John Pompliano discuss the state of bitcoin at $64,000, why the price has stabilized, and what it will take to spark the next bull run. They also break down the exploding cost of AI adoption inside businesses, the national debt problem no president seems willing to fix, and where investors should be putting their capital right now.======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.======================0:00 - Intro0:35 - Bitcoin at $64K, catalysts & future returns7:58 - Why every industry needs "bitcoiners"12:20 - National debt, government spending & why nothing changes17:24 - How much businesses are spending on AI20:30 - How to evaluate if AI is giving you ROI21:29 - Stocks, equities & conviction on AI23:16 - Year-end outlook

My guest today is Ben Thompson, the founder and author of Stratechery. Ben is one of my favorite business thinkers and I love talking to him about everything happening in markets and technology.  We go through every important company, including OpenAI, Nvidia, Intel, Apple, Microsoft, Google, and Amazon. We also discuss why he thinks it would be dangerous for the United States to win the AI race outright, what container shipping and the railroads of the 1870s tell us about the buildout, and why the binding constraint on all of this may be capital rather than compute.  Please enjoy my conversation with Ben Thompson. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp's⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠.  ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:16) Winning the AI Race With China (00:08:28) Timing, Capital, and the Railroads (00:11:34) Berkshire, Google, and Absolute Profits (00:14:23) Verifiable and Unverifiable Domains (00:20:20) Aggregation Theory in the AI Era (00:22:06) The Real Cost of Inference (00:25:40) Why Consumer AI Needs Advertising (00:30:08) Compute Shortages and Commodity Markets (00:35:46) Memory Cycles and Boom Bust Dynamics (00:42:08) TSMC, Intel, and Where Risk Goes (00:44:51) The Best Setups in Big Tech (00:52:14) The Frontier Model Contenders (00:54:27) Microsoft's IBM Playbook (01:00:45) Meta, Attention, and Advertising (01:07:29) NVIDIA, Commodities, and Power

Yoni Assia is the CEO and co-founder of eToro. In this conversation, we break down agentic trading and how AI is reshaping the platform, why bitcoin remains digital gold, eToro's move into tokenized equities, SpaceX IPO, and why eToro trades for less than 10x EBITDA.====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).====================0:00 - Intro0:54 - Agentic trading: can AI manage your portfolio?7:37 - Tokenization & the Space-X IPO11:50 - Is crypto losing its ethos to Wall Street?13:51 - Bitcoin as digital gold14:58 - Why finance is moving to 24/7 blockchain markets19:26 - Trade Zero acquisition & going after active traders23:00 - Why eToro trades under 10x EBITDA28:10 - Building a financial super app30:25 - Tori: eToro's AI agent & collective intelligence