Podcasts about commodities

Jan 30, 2026 – Market optimism faces a reality check as Financial Sense Newshour interviews Craig Johnson, renowned for his accurate market calls. Despite record highs, Johnson discusses recent sell-offs triggered by weaker-than-expected...

Jan 30, 2026 – Amid a global race for resources, Financial Sense's Jim Puplava unpacks the “invisible chokehold” disrupting energy and minerals supply chains in the US and around the world. Puplava outlines America's decline in coal and nuclear power...

Jan 30, 2026 – Has the dollar's reign ended? In this detailed interview, Jim Puplava sits down with veteran metals strategist Greg Weldon to dissect the powerful fundamentals driving metals and the broader commodities prices, from unsustainable...

Do investors need a new barbell strategy? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses market drivers and portfolio positioning with Chris Hussey on the Goldman Sachs trading floor.  This episode was recorded on January 29, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party. © 2025 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Simon Constable reports from temperate France with commodities analysis, noting copper and gold trading dear as industrial demand and safe-haven buying drive precious and base metals prices higher.

Markets digest Microsoft fallout and a packed earnings slate led by Apple, Visa and key memory names. Patrick Moorhead of Moor Insights explains the “circular AI unwind” and what it means for hardware, software and valuations, while Liz Ann Sonders of Charles Schwab sets the broader market context and investor positioning. The meme-ification of the metals trade with Francisco Blanch of Bank of America. Live from Cupertino, Steve Kovach brings Apple earnings. Instant reaction from Gil Luria of D.A. Davidson and Patrick Moorhead of Moor Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the "Seduction Phase" of agentic AI to the terrifying prospect of human cognitive atrophy. We debate the rise of Claude Bot and local LLMs, breakdown Dario Amadei's warning of a "country of geniuses," and ask if we are becoming nothing more than "Meat AI." Plus, how to position your portfolio when capital eats labor.Welcome to the Alfalfa Podcast

- Ismael Nieves, General Manager, Primient iPROOF  - Vijay Singh, IBRL University of Illinois  ★ Support this podcast ★

Pat and Mike discuss a bump in the grain market, Trumps Iowa agenda, and more in this weeks Grain Talk Podcast

Jan 27, 2026 – Our next guest, David Woo, CEO of David Woo Unbound, believes 2026 could be the year the impossible becomes plausible, as we shift into a post rules-based international order. While the US and China battle for dominance...

Gold, copper and silver have gone parabolic. The dollar is falling. And yet, hydrocarbons remain at an inflation adjusted all-time lows. Is the world being complacent due to the narrative of the oil glut, food glut, and natural gas glut. However, as our guest Jeff Currie says "if you have to scrape the data for evidence of a glut, perhaps there isn't one" Are we headed for a great repricing? Are we on the precipice of inflation and macro-economic turmoil. As tech companies plow their free cash flow into assets, will the investors return to hydrocarbons?

Welcome to Q&A Wednesday: The YouTube Chat Free-for-All — our most interactive show of the week. Lance Roberts & Danny Ratliff answer real-time questions straight from the YouTube live chat. No scripts. No pre-selected topics. Just timely, unfiltered discussion on the issues investors are wrestling with right now. 0:00 - INTRO 0:19 - Major Mega Cap Earnings After the Bell Today 3:27 - Re-setting the Doomsday Clock 5:59 - Markets Set (Another) All-time High 11:31 - Metals as Assets - Where Are Retail Investors Piling In? 21:14 - Commodities are Just an Asset 22:33 - Dollar's Decline & Relative Strength 25:16 - Should You Pay Off Your Mortgage? 29:00 - Tokenization of Real Estate Holdings 33:27 - Roth Conversions Ahead of Higher Taxes 35:04 - How Does an Economy Work in an AI Environment 36:08 - Buying Houses for $500 Down 36:58 - Private Lending Fund? NO. 39:33 - Do Not Sell Gold to Buy a Porsche 40:38 - Take Risk, Retire Young? 44:44 - When is the proper time to rebalance portfolio? 45:54 - Risk vs Volatility 48:23 - CME Raising Silver Margin Requirements 50:17 - What Are Allocations in All-Weather Portfolio? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=XLaWDc-IGAw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Watch our previous show, "Work Sucks...or Does It?," here: https://www.youtube.com/live/ziEdWYE1VwQ -------- The latest installment of our new feature, Before the Bell, "Big Tech Drives Market Highs" is here: https://youtu.be/ut624yuAvDg ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketOutlook #MarketRisk #SP500 #EarningsSeason #PortfolioManagement #QAWednesday #InvestorQuestions #MarketVolatility #FinancialEducation #RiskManagement

Welcome to Q&A Wednesday: The YouTube Chat Free-for-All — our most interactive show of the week. Lance Roberts & Danny Ratliff answer real-time questions straight from the YouTube live chat. No scripts. No pre-selected topics. Just timely, unfiltered discussion on the issues investors are wrestling with right now. 0:00 - INTRO 0:19 - Major Mega Cap Earnings After the Bell Today 3:27 - Re-setting the Doomsday Clock 5:59 - Markets Set (Another) All-time High 11:31 - Metals as Assets - Where Are Retail Investors Piling In? 21:14 - Commodities are Just an Asset 22:33 - Dollar's Decline & Relative Strength 25:16 - Should You Pay Off Your Mortgage? 29:00 - Tokenization of Real Estate Holdings 33:27 - Roth Conversions Ahead of Higher Taxes 35:04 - How Does an Economy Work in an AI Environment 36:08 - Buying Houses for $500 Down 36:58 - Private Lending Fund? NO. 39:33 - Do Not Sell Gold to Buy a Porsche 40:38 - Take Risk, Retire Young? 44:44 - When is the proper time to rebalance portfolio? 45:54 - Risk vs Volatility 48:23 - CME Raising Silver Margin Requirements 50:17 - What Are Allocations in All-Weather Portfolio? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=XLaWDc-IGAw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Watch our previous show, "Work Sucks...or Does It?," here: https://www.youtube.com/live/ziEdWYE1VwQ -------- The latest installment of our new feature, Before the Bell, "Big Tech Drives Market Highs" is here: https://youtu.be/ut624yuAvDg ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketOutlook #MarketRisk #SP500 #EarningsSeason #PortfolioManagement #QAWednesday #InvestorQuestions #MarketVolatility #FinancialEducation #RiskManagement

- Scott Irwin, University of Illinois ★ Support this podcast ★

Send us a textIn this conversation, Joe Camp discusses the potential for a commodity market super cycle, driven by inflation concerns, shifts in monetary policy, and geopolitical factors. He emphasizes the importance of understanding supply and demand dynamics and how these elements can influence commodity prices, particularly in the context of grains and livestock. The discussion also touches on the role of retail traders and institutional investors in shaping market trends.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

The Steelers reportedly found Nate Scheelhaase ‘too inexperienced' to be considered for a head coach job. But the guys did note that Gerry Dulac referred to Scheelhaase as the ‘hottest of commodities' in the next year or two for teams looking for a head coach. Why didn't the Steelers take a chance on him? 93.7 The Fan Sports Director Jeff Hathhorn joined the show. Jeff told us Patrick Graham as DC is likely, but not official just yet. Jeff said Lunda Wells as OC has some smoke to it, but again, nothing official. Jeff told us the Steelers are ‘setting the table' for an Aaron Rodgers return and if he wants to come back, it will happen. Jeff described Will Howard as the ‘in-house' option and would rather them just run him out on the field next season and let the chips fall. Is Jonnu Smith on his way out the door? Jeff thinks this change sets up well for Pat Freiermuth. He would be surprised if Kenneth Gainwell isn't viewed as a priority this offseason. Jeff reported to us that the Steelers front office told Rodgers they need to know ‘within a month' if he will return. Jeff likes the foundation on the defense that the next coordinator will be able to play around with. Judge Donny – Is it unjust that Bill Belichick was not a first ballot Hall of Famer?

How I survived a silent Buddhist retreat, and other thoughts on the commodity of our attention!Welcome back to another episode, if you enjoy this, please send it to a friend and consider leaving me a review ♥️I will be off of Instagram for the foreseeable future perhaps until spring perhaps longer. If you want to get in contact, please email me at Jena ocean@gmail.com. I will still be accepting bookings for one-on-one work at Joyplay.org/bookings.

Jan 26, 2026 – Gold and silver prices have gone parabolic. CPM Group's Jeff Christian speaks with FS Insider to unpack the forces behind the explosive move in gold, silver, and other commodities. Christian explores the sustainability (or unsustainability)...

Jan 26, 2026 – What if you could recharge your body's cellular battery as easily as you charge your phone? In this groundbreaking conversation, Jim Puplava sits down with Biocharger CEO and co-founder Jim Law to explore a revolutionary device...

Questcorp Mining (CSE: QQQ | OTCQB: QQCMF | FSE: D910) is signaling strong potential for long-term growth, having recently released highlights from its Phase 1 Drill and Exploration Program at the La Union Project in Sonora, Mexico. Founding Director, President, and CEO Saf Dhillon shares why this milestone sets the company apart, what the team discovered in terms of gold, silver, zinc, and lead mineralization, and why the company is optimistic about future discoveries across targets.Explore:  https://questcorpmining.ca/Watch the full YouTube interview here: https://youtu.be/mdbWjhZNINAAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

From completing Phase 1 drilling at the Gowganda West Project, which builds on the company's early drill discovery, to advancing plans for a diverse and balanced commodities portfolio, iMetal Resources (TSXV: IMR | OTCQB: IMRFF | FRA: A7VA) stands out as a dynamic micro-cap with strong long-term potential.Learn more as President & CEO Saf Dhillon shares key exploration updates, explains what they mean for iMetal Resources' growing momentum, and outlines the company's strategy for future growth.Discover: https://imetalresources.ca/Watch the full YouTube interview here: https://youtu.be/qWHzboRo6JIAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

As the stock market witnesses high volatility, experts anticipate potential sharp corrections in the stock market as well as gold and silver prices. ~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul00:00 Intro00:10 Sponsor: iTrust Capital01:00 Metals top in?01:30 Crypto marketcap02:30 Tom Lee: Time to sell metals?03:50 BTC/Silver bottom?04:45 TACO Tuesday05:30 Bloomberg: Bullish for investors not traders06:50 EU & India08:20 IMF doing the unthinkable09:30 BlackRock backtracks BTC sell-off10:10 Asset owners winning10:30 Morgan Stanley: Post Davos14:20 Christine Lagarde: Central banks may not always be around15:30 Bitcoin vs Gold is completely broken16:45 The world is waiting on crypto17:00 Outro#Crypto #bitcoin #ethereum~Trillion Dollar Comeback into Crypto?

Simply Wall St Market Insights for the week ending the 27th January 2026.To read the full article: ⁠⁠⁠⁠⁠How to invest when commodity prices get messyCreate a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FREE account for Simply Wall St⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to get access to these insights, and fundamental analysis on tens of thousands of stocks all over in the world!Get actionable insights with our upgraded ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Portfolio tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and make managing your stocks a breeze.Discover and follow new perspectives or share your ideas with other investors in our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠global community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Reduce your search time and find hidden opportunities that suit your goals with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠custom screeners.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn our investing framework by following our comprehensive 6-part "⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Invest with confidence⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠" series.Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.

What happens when someone who's spent decades inside the lighting industry's machinery gets straight to it?In this episode of LytePOD, host Sam Koerbel sits down with Geoff Marlow, a veteran consultant and industry strategist who has witnessed firsthand the seismic shifts reshaping architectural lighting—from the rise of LED technology to the relentless wave of consolidation, private equity takeovers, and the erosion of relationships that once held this industry together.Geoff walks through what he calls TTO—the convergence of talent scarcity, technical complexity, and the shift from products to outcomes—and explains why the industry's failure to address these forces is creating chaos across every layer of the supply chain. He reveals why manufacturers, reps, distributors, and designers are all pointing fingers at each other's margins while missing the bigger picture: the process itself is broken. Projects are treated as linear when they're actually iterative. Relationships are treated as poetry when they need to be built on definitive, measurable trust. And consolidation—whether it's reps buying reps, manufacturers buying manufacturers, or private equity rolling up portfolios—keeps failing because purpose is missing.But this isn't just a diagnosis. It's a call to action. Geoff argues that the industry needs to move from inductive chaos to deductive clarity—starting with outcomes, not guesswork. Those margin dollars aren't owed, they're earned. That partnership isn't owed, it's earned. That enthusiasm isn't owed, it's earned. And that if the industry can't create a shared language, a shared purpose, and a shared commitment to solving problems together, it will continue to eat itself from the inside out.

- Jim Tarman, Illinois Corn Growers Association- Mark Wilson, U.S. Grains and BioProducts Council- Collin Watters, Illinois Corn Growers Association ★ Support this podcast ★

Gbenga Ajilore analyzes how recent policy changes are creating challenges for rural communities. Topics include rural hospitals facing closure as ACA subsidies expire, electricity price increases amid clean energy program cancellations, and concerns about state-level management of food assistance programs.

- Matt Bennett, AgMarket.net- PTx ArrowTube Announced- Mark Russo, EverStream.ai ★ Support this podcast ★

In this episode, Niels hosts Yoav Git to explore inflation risk, bond fragility, and the changing role of trend following in a world defined by supply shocks and declining trust. Drawing on recent research and market behavior, the conversation examines why traditional bond allocations struggle during inflationary regimes and how commodity trend strategies may offer structural resilience. The discussion spans geopolitics, deglobalization, energy markets, fixed income autocorrelation, and the limits of forecasting macro outcomes. Rather than predicting inflation's path, the episode focuses on portfolio construction that can endure multiple regimes. What emerges is a disciplined argument for robustness over precision in an increasingly unstable global system.-----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 Yoav on LinkedIn.Episode TimeStamps:00:00 - Introduction and series context01:08 - Inflation back on the radar02:38 - Recent podcast influences and inflation narratives06:56 - Geopolitics, trust, and market fragmentation08:52 - Commodities, volatility, and supply driven moves10:48 - Trend performance and early 2026 conditions11:30 - Fixed income, FX, and emerging market trends17:26 - The all weather portfolio problem18:18 - Bonds, inflation regimes, and correlation breakdowns22:39 - Commodity trend as a defensive building block27:01 - Are markets signaling higher inflation ahead30:04 - What...

Jan 23, 2026 – Are we witnessing the end of the US dollar's bull run and a generational opportunity in commodities? In this insightful Smart Macro episode of the Financial Sense Newshour, Chris Puplava discusses the latest seismic shifts in...

Jan 23, 2026 – What's behind silver's explosive run past $100 an ounce and gold's push toward the $5,000 mark? Join host Jim Puplava for an in-depth interview with Bob Coleman, CEO of Idaho Armored Vaults, as they dive into the historic...

Dan Niles of Niles Investment Management looks ahead to a critical earnings slate for big tech when Microsoft, Meta, Tesla and Apple report. Commodities stay in focus with Pippa Stevens and Helen Amos of BMO covering moves in gold, silver, and natural gas. Katie Stockton of Fairlead Strategies explains why the S&P 500 remains stuck near October levels. The broader macro setup with Tim Hayes of Ned Davis Research. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, we unpack why metals are ripping, how dollar weakness and bond market dysfunction are reshaping macro, and what Japan's experience signals for the U.S. We also explore extreme metals positioning, dispersion across assets, and what uncertainty around the new Fed Chair means for rates. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ Weekly Roundup Charts: https://drive.google.com/file/d/158S7DSViXUrZ4Lw2kPLtKE4yPNvKD6s9/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 01:18 Metals, Japan & Global Debt 15:58 Inflation, Politics & Metals 23:00 Commodities & Elitist Wake Up Call 27:12 Market Positioning & Sector Dispersion 43:30 New Fed Chair & Rate Implications 51:17 Long The Periodic Table — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance

★ Support this podcast ★

Jan 22, 2026 – This year has already erupted with seismic geopolitical shifts. In today's podcast, RANE's Adriano Bosoni unpacks the high-stakes US invasion of Venezuela, the capture of Maduro, and what it all means for American dominance...

Jan 21, 2026 – What surprises could catch investors off guard in 2026? In today's FS Insider interview, Jonathan Petersen, macro strategist at Variant Perception, walks through the firm's contrarian calls for the year ahead. From a long-awaited capex...

In this episode of The Unconventional Path, hosts Bela Musits and Mike Wasserman sit down with Dave Munson, the founder of Saddleback Leather Company. If you have ever wondered how to build a business that prioritizes legacy over quick profits, this conversation is for you. Dave shares his "non-traditional" approach to entrepreneurship, shifting from his roots as a youth pastor to creating a global leather brand famous for its "They'll Fight Over It When You're Dead" warranty.+4The leather goods market is often viewed as a crowded, commodity-driven space. Dave explains how Saddleback Leather differentiates itself by refusing to compete on price. While many companies cheapen materials to satisfy shareholders or venture capitalists, Dave and his family own 100% of the company. This independence allows them to use the toughest leather, highest-quality linings, and most durable hardware available—creating products like $700 briefcases that are designed to last a century.+4Saddleback Leather operates a factory in Mexico employing approximately 150 people. Dave discusses the importance of quality control when dealing with raw materials like leather, which varies by hide. To maintain excellence, he sources from top-tier tanneries in both the United States and Europe.+3Dave doesn't rely on traditional marketing; instead, he uses storytelling to build a community of "super fans". The Saddleback website is famous for sharing Dave's personal adventures, his family life, and the founding story of the brand. By focusing on brand strength rather than aggressive sales tactics, the company has secured high-profile partnerships with organizations like Toyota and luxury hotels through word-of-mouth alone.+4Now based in Fort Worth, Texas, Dave is currently building a unique headquarters featuring buildings made from compressed leather bales. He shares his philosophy on leadership, emphasizing the need to encourage employees—even if that means helping them eventually start their own businesses.+4Don't Race to the Bottom: Instead of asking why your product is expensive, ask why your competitors' products are so cheap.The Power of Persistence: Dave likens entrepreneurship to karate, noting that the only difference between a white belt and a black belt is that the black belt kept going.Branding vs. Marketing: Focus on building a strong brand identity that people want to associate with.Connect with Saddleback Leather Company: Visit their website to read Dave's memoir and see his latest leather designs.Our podcast is now available on YouTube.  Simply search for "The Unconventional Path" to subscribe and never miss an episode.We're always on the lookout for interesting guests to feature on our show. If you know someone who has an inspiring story, unique perspective, or valuable expertise to share, please let us know. We're eager to connect with potential guests who can bring fresh insights and engaging conversations to our audience.We also love hearing from our listeners! Your questions, comments, and suggestions are incredibly valuable to us. Send us an email at bela.and.mike@gmail.com with your thoughts, and we'll do our best to address them in a future episode. Whether you have a question about a specific topic, feedback on a recent episode, or ideas for future content, we want to hear from you. Your engagement helps us shape the show and deliver content that resonates with our listeners.Thanks for listening,Bela and MikeThe Anti-Commodity StrategyManufacturing and Global FootprintMarketing Through StorytellingLeadership and VisionKey Takeaways from the Episode:

Today we're talking all about commodities. And if your job involves marketing them, you might sometimes feel a bit out of the loop when it comes to typical industrial marketing strategy – even things like positioning become a lot more challenging when we're talking about these products. So what do you do instead? Let's talk about it. Connect with Brendon on LinkedIn: https://www.linkedin.com/in/brendonforrest/ Connect with Nihal on LinkedIn: https://www.linkedin.com/in/nihal-shetty-267658214/

Panelists - Chip Nellinger, Blue Reef Agri-Marketing - Brian Stark, The Andersons - Arlan Suderman, StoneX ★ Support this podcast ★

Countries across the globe are looking for their slice of the pie when it comes to securing their own sovereignty, says Benoit Gervais. He argues commodities are of critical importance to investors once again as geopolitical tensions heighten and uncertainty grows. Benoit talks about how a continuing oversupply of crude oil will keep prices down for the U.S. and other western countries. As for metals and rare earth, Benoit believes tech's necessity for copper and silver will only accelerate. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe 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

- Jim McCormick, AgMarket.net- Corn Growers Furious Over E15 Snub- Mike Tannura, Tstorm.net ★ Support this podcast ★

This episode explores how Drew Haney built wealth through clarity, discipline, and land investing while redefining success, purpose, and fulfillment beyond money, showing why the real work begins after financial freedom arrives.See article: https://www.unitedstatesrealestateinvestor.com/building-wealth-without-illusions-and-finding-purpose-beyond-the-deal-with-drew-haney/(00:00) - Welcome Back and Introducing Drew Haney(00:06) - Drew Checks In From Sunny Los Angeles(00:25) - Drew's Bird's-Eye View of His Land Business(03:47) - Funding Deals as an Equity Partner and Profit Splits(03:47) - Underwriting the Operator Versus Underwriting the Deal(04:57) - Bigger Land Plays and Subdividing Large Acreage(05:41) - Owner Financing and Selling Notes for Cash Now(06:07) - Why Drew Does Not Bank on Appreciation(07:48) - A Personal Property Plan With Three Kitchens and a Future Triplex(08:27) - Off-Market Flips Versus On-Market Value-Add Deals(09:17) - Deal Timelines, Days on Market, and Absorption Reality(12:42) - Land Due Diligence, Fat Spreads, and Limited Comps(15:11) - Desert Land Versus East-of-the-Mississippi Complexity(15:39) - Having Realtors Walk Land as Boots-on-the-Ground Support(15:51) - Why Sellers Accept Discounts and Want the Easy Button(18:28) - Landowners, Time Value, and Why Realtors Avoid Small Land Deals(19:26) - Delinquent Tax Lists as a Simple Way to Start(20:37) - Houses Are Emotional, Land Feels Like a Commodity(22:06) - Drew's Golden Nugget: Networking Creates Referral Income(24:32) - Key Person of Influence and Getting the Best Deals First(26:23) - Partnering to Learn and Start Without Capital(26:56) - Book Recommendation: Key Person of Influence(27:09) - Book Recommendation: How to Get Rich and the Real Cost of Wealth(28:22) - Drew's Podcast: The Other Side of Enough(29:11) - Flow State, Climbing the Mountain, and Loving the Build(31:18) - Always Be Building Something(31:26) - Where to Find Drew Online(32:10) - Wrap-Up, Subscribe, and Final DisclaimerContact Drew Haneyhttps://drew-haney.com/https://www.facebook.com/andrew.haney.94https://www.instagram.com/drewhaney318/https://www.linkedin.com/in/ajhaney/https://www.youtube.com/@theothersideofenoughIf this conversation reminded you that wealth is built through clarity, discipline, and purpose, take that mindset into your next move and keep building something that matters. Visit https://reiagent.com

What drives global natural gas prices more: power politics or supply and demand? In this episode, we discuss the geo-politicization of natural gas and the challenge that presents to traders and investors alike. Why was 2025 such a difficult year for traders? And what are the most consequential stories in natural gas for 2026? H Returning to the show is Anne-Sophie Corbeau, Global Research Scholar at the Center for Global Energy Policy.

What's the best men's cologne in 2026? Is Orto Parisi worth the hype? What does "grassy" mean? How do you actually describe how something smells without sounding pretentious?In the 2026 Scentacular, Sol and Michael sit down with over 50 fragrance samples (thank you, ScentSplit!) to answer these questions and more to create the ultimate 2026 fragrance guide for men.  The duo dive deep into niche perfume houses like Orto Parisi, Serge Lutens, Frederic Malle, and Amouage—reviewing cult classics like Megamare, Jubilation XXV, Cowboy Grass, and Carnal Flower.They discuss why the fragrance industry is booming right now (hint: lipstick theory), how TikTok perfume influencers are changing the game, and dive deep into the trendy ingredients (like ambroxan) that give modern fragrances their smell and insane longevity. Further, Sol shares his new favorite daily wear from Story MFG's collaboration with master perfumer Joseph, and Michael finally reveals what that mysterious "plastic" note is that he's been chasing for years.We also discuss Chergui and Ombre Sultan by Serge Lutens, Osang and Reliqvia by Mendittorosa (the "Catholic guilt" church scents), Viride and Terroni by Orto Parisi, Targo by Blackbird, Milk by Commodity, Cowboy Grass by D.S. & Durga, Bois de Babylone by Welton London, Camutra by Attar Al Has, Macanudo by Maison Datto, La Fille de Berlin by Serge Lutens, and Anarchist A by Toskovat. The hosts also shout out emerging niche houses like Clue Perfumery, House of Mammoth, St Clair Scents, Pearfat Parfum, and January Scent Project. Whether you're looking for your signature scent, a date night fragrance, or just want to understand why your Sephora is suddenly packed with guys in the perfume aisle—this episode has you covered.For a chance to win $250 of ScentSplit credit, subscribe to the HeroHero!We hope you enjoy!Lots of love!SolEpisode Tagsbest men's cologne 2026, niche fragrances, Megamare, Orto Parisi, fragrance review, men's perfume guide, Serge Lutens, Amouage Jubilation XXV, D.S. & Durga Cowboy Grass, Frederic Malle Carnal Flower, cologne recommendations, niche perfume 2026, ScentSplit, scentbar, date night cologne, Mendittorosa Sang, grassy cologne, Toskovat, Blackbird Targa, lipstick theory economics, Story MFG perfume, Commodity Milk, Byredo, Attar Al Has, Another 13, compliment getter cologne, streetwear fashion, men's grooming 2026, archive fashion fragranceSol Thompson and Michael Smith explore the world and subcultures of fashion, interviewing creators, personalities, and industry insiders to highlight the new vanguard of the fashion world. Subscribe for weekly uploads of the podcast, and don't forgot to follow us on our social channels for additional content, and join our discord to access what we've dubbed “the happiest place in fashion”.Message us with Business Inquiries at pairofkingspod@gmail.comSubscribe to get early access to podcasts and videos, and participate in exclusive giveaways for $4 a month Links: Instagram TikTok Twitter/X Sol's Substack (One Size Fits All) Sol's Instagram Michael's Instagram Michael's TikTok

As a farmer and entrepreneur, John Strohfus sees the production of food-grade crops as a key opportunity for regenerative farmers to forge links in a value chain based on building healthy soil. More Information • Jan. 27, 2026, LSP Workshop — “Beyond Exports: Rebuilding Local Markets” • Field Theory Foods • LSP Small Grains Web…  Read More → Source

This is Part 3 of a 5-part series on the coffee industry in 2026 with Felipe Croce (FAF Coffees) and Angel Barrera (Belco).This episode explores how the definition of “specialty” may evolve by 2026, what value means for producers, roasters, and consumers, and why clarity of values will be increasingly important for coffee businesses navigating a changing market.Chapters00:00 Introduction: The Dilemma of Balancing Quality and Volume02:22 Welcome to the Daily Coffee Pro02:31 Specialty vs Commodity Coffee in 202607:35 Defining Specialty Coffee10:47 The Importance of Healthy Soil15:23 Consumer Choices and Specialty Coffee22:54 Global Trends Across Industries29:00 ConclusionThis episode is brought to you by The Honduran Coffee AllianceConnecting Honduran coffee producers with global buyers in a fair, sustainable, and commercially viable way.Connect with Sean Warner:WhatsApp: https://wa.me/50487350786Email: sean@hondurancoffeealliance.comConnect with the guestsConnect with Angel Barrera and Belco:https://www.belco.fr/https://www.linkedin.com/in/angel-barrera-8a0b2236/https://www.instagram.com/koliafobiano/https://www.instagram.com/belco.coffee/Connect with Felipe Croce and FAF Coffees:https://www.instagram.com/felipecroce/https://www.instagram.com/fafcoffees/https://fafbrazil.com/•••••••••••••••••••••••••••••••You can support The Daily Coffee Pro Podcast by subscribing, rating, and sharing this episode with someone who works in the coffee industry.

- Greg Johnson, TGM TotalGrainMarketing.com- Josh Murman, PTx OutRunAg.com- Drew Lerner, WorldWeather.com ★ Support this podcast ★

#115.In this episode, Josh, Matt, and Mike dive into a lively discussion about evolving trends in the restaurant industry. They kick things off by debating the rising popularity of mocktails and the economics behind charging premium prices for what is essentially juice. Matt shares his perspective on the value of sommeliers in the age of AI, arguing for the irreplaceable human element in hospitality versus the efficiency of algorithms. The trio also debates the modern dining culture of mandatory shared plates versus traditional individual courses. They discuss the impact of GLP-1 drugs like Ozempic on dining habits, with insights into how these medications are reshaping consumer behavior and the surprising rise of the non-alcoholic beverage market.Links and resources

Jan 19, 2026 – April 15 is fast approaching, but will your 2025 tax return bring a surprise refund or a painful bill? Jim Puplava sits down with tax expert Dan Pilla to decode the new "Big Beautiful Bill"...