Podcasts about commodities

  A wide-ranging macro breakdown on gold, oil, natural gas, and the looming catalysts for volatility with Jeff Christian (CPM Group) and Josef Schachter (Schachter...

Jul 11, 2025 – Jim Welsh and Dan Steffens join Financial Sense Newshour to provide an update on the outlook for the US stock market, housing, inflation, and the energy markets.

Jul 11, 2025 – The commodity complex is experiencing significant gains this week, with strategic metals at the forefront of what we believe is a new secular bull market. The Pentagon's recent investment in MP Materials—the only active rare earth mine...

How does American Tungsten (CSE: TUNG | OTCQB: DEMRF | FSE: RK9) aim to supply up to 16% of U.S. tungsten demand?Led by CEO Ali Haji, the company is breathing new life into the historic IMA Mine in Idaho. With existing infrastructure and private patented land ownership streamlining permitting, the project holds a clear strategic advantage.In this interview, Ali shares insights from their NI 43-101 technical report, summer exploration plans, and growing U.S. government engagement in critical mineral supply. With additional silver and molybdenum credits, American Tungsten is positioning itself as a fast-moving domestic supplier in a tightening market.Learn more about American Tungsten: https://americantungstencorp.com/Watch the full YouTube interview here: https://youtu.be/w59Fm03WE94And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

Welcome to Rendering Unconscious – the Gradiva award-winning podcast about psychoanalysis & culture, with me, Dr Vanessa Sinclair. https://renderingunconscious.substack.com RU355: TODD MCGOWAN ON PURE EXCESS: CAPITALISM & THE COMMODITY https://renderingunconscious.substack.com/p/ru355-todd-mcgowan-on-pure-excess Rendering Unconscious episode 355. Rendering Unconscious welcomes Todd McGowan back to the podcast! He's here to talk about his new book Pure Excess: Capitalism and the Commodity (2025). https://amzn.to/4lV4m9b Todd McGowan teaches theory and film at the University of Vermont. His books include The Impossible David Lynch (2007), Emancipation after Hegel: Achieving a Contradictory Revolution (2019), Embracing Alienation: Why We Shouldn't Try to Find Ourselves (2024), and Pure Excess: Capitalism and the Commodity (2025). McGowan contributed a chapter “The sex in their violence: eroticizing biopower” to the anthology On Psychoanalysis and Violence: Contemporary Lacanian Perspectives (Routledge, 2019) edited by Vanessa Sinclair and Manya Steinkoler. https://amzn.to/4nKklsi Follow RU Center for Psychoanalysis HERE: https://rucenterforpsychoanalysis.substack.com News and updates: On Wednesday, July 16th, join us for the inaugural event of RU Center for Psychoanalysis: https://rucenterforpsychoanalysis.substack.com The Queerness of Psychoanalysis: Emptiness is the Cure for Psychoanalysis: https://rucenterforpsychoanalysis.substack.com/p/join-us-for-the-inaugural-event-of This event will be recorded and the audio recording will be shared with those who registered. https://rucenterforpsychoanalysis.substack.com Sign up at eventbrite: https://www.eventbrite.com/e/the-queerness-of-psychoanalysis-emptiness-is-the-cure-for-psychoanalysis-tickets-1438613725379?aff=oddtdtcreator Everyone who becomes a paid subscriber for RU Center for Psychoanalysis will be atomically registered for the event on The Queerness of Psychoanalysis on July 16th (and all upcoming events in The Queerness of Psychoanalysis series) and will be enrolled for my 12 month course An Introduction to Psychoanalysis, which will meet once a month beginning September 13th! More info here: https://rucenterforpsychoanalysis.substack.com Thank you for listening to the Rendering Unconscious Podcast and for reading the Rendering Unconscious anthologies. And thank you so much for supporting this work by being a paid subscriber at the Substack. It makes my work possible. If you are so far a free subscriber, thanks to you too. Please consider becoming a paid subscriber to gain access to all the material on the site, including all future and archival podcast episodes. https://renderingunconscious.substack.com Rendering Unconscious is also a book series! Rendering Unconscious: Psychoanalytic Perspectives, Politics and Poetry volumes 1:1 and 1:2 (Trapart Books, 2024) available now! https://amzn.to/400QKR7 If you would like information about entering into psychoanalytic treatment with me or have other questions, please feel free to contact me via: vs [at] drvanessasinclair.net https://www.drvanessasinclair.net/contact/ Thank you.

- Mila Marshall, Sierra Club of Chicago ★ Support this podcast ★

This week, we discuss the best & worst performing stocks through June, new equity all-time highs, copper breaking out, and international equity score improvement.

New York Times' bestselling author Larry McDonald, founder of The Bear Traps Report, returns to The Julia La Roche Show for episode 273 to discuss the markets and the economy.Sponsors: Monetary Metals. https://monetary-metals.com/julia Kalshi: https://kalshi.com/juliaLinks: How To Listen When Markets Speak: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities-ebook/dp/B0C4DFVFNR Twitter/X: https://twitter.com/Convertbond Bear Traps Report: https://www.thebeartrapsreport.com/00:00 Introduction: Larry McDonald, founder of the Bear Traps Report00:47 Getting long high beta names in April, now lightening positions02:18 Add high beta into fear/panic, lighten into complacency 04:11 Warning about "Liz Truss moment" for America - bond panic scenario 06:38 Debt ceiling suspension creates $1.7 trillion bond issuance catch-up 08:04 Bessent's "bag of tricks" to fight bond vigilantes 09:33 Dollar counter-trend rally from front-end Treasury issuance 11:41 Mechanics of dollar rally: need dollars to buy Treasuries 13:53 Emerging market bonds outperforming long-term Treasuries 16:14 Question whether "bag of tricks" arrives on time to help bonds 17:05 Financial repression explanation: suppress rates below inflation18:40 Bond vigilantes back despite Bessent's interventions 19:35 Commodities renaissance: copper names up 200-300% over 5 years21:51 New portfolio construction: gold, copper, uranium, lithium miners24:08 Risk: banks exposed to $5 trillion in commercial real estate debt25:09 Jamie Dimon and Buffett selling banks at "alarming pace" 26:31 Optimistic on lithium trade and Chile election outcome 26:55 Expecting 100 basis points in rate cuts due to debt burden 28:12 Coal names oversold, offshore drilling opportunities30:00 Closing remarks

Jul 8, 2025 – Few understand the mechanics of global liquidity like Dr. Michael Howell. In this exclusive interview, he reveals what's really driving asset prices—and what investors must watch now. Today, we discuss Fed policy, China's central bank, and...

July 9, 2025 – Julian Brigden, president of MI2 Partners, joins FS Insider's Cris Sheridan for a must-listen macro deep dive. Julian discusses the surging S&P 500 and Nvidia's record highs, but warns of a “money illusion” as the dollar weakens...

Trees, Prairies, Conservation, and the Farmwith the Savanna Institute ★ Support this podcast ★

 In 2024 the Lithium market saw huge price drops related to oversupply, a slowing EV adoption rate globally, as well as macroeconomic headwinds. Is this a pause or a more structural challenge? What is the long-term demand picture? How does geopolitics fit within that? Does technological change threaten the outlook? And in such a volatile market, why is risk management essential? Our guest is Caspar Rawles, Chief Operating Officer at Benchmark, the Independent Price Reporting Agency for Critical Minerals, including Lithium,  which will soon be launching three Lithium futures contracts with the Intercontinental Exchange, ICE. What are those contracts and what do they mean for the sector?

REGISTER online at willag.org or directly https://register.gotowebinar.com/register/6400720528166392662 ★ Support this podcast ★

Autonomous Agriculture and the Farm​​​​​​​John Reid, Center for Digital Agriculture ★ Support this podcast ★

J.R. Burdick shares how he's reshaping farm marketing by stepping off the commodity treadmill and connecting directly with consumers.

Jul 7, 2025 – Thinking about moving from a high-tax state to a low-tax state? You're not alone—and there are crucial steps you must take to avoid costly mistakes. In today's Lifetime Planning segment, Crystal Colbert goes through the essential dos...

As global demand for copper heats up, Copper Fox Metals (TSXV: CUU | OTCQX: CPFXF | FSE: HPU) is advancing high-potential projects across North America. Chairperson, President, and CEO Elmer B. Stewart discusses progress at Schaft Creek and Van Dyke, its strategic partnership with Teck Resources, and what's next as the company moves toward pre-feasibility stage.Learn more about Copper Fox Metals: https://copperfoxmetals.comWatch the full YouTube interview here: https://youtu.be/SGmVDGySzR4And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

- Curt Kimmel, AgMarket.net- Ed Usset, University of Minnesota- Mark Russo, EverStream.ai ★ Support this podcast ★

  With the first half of 2025 now in the books, on this Weekend's Show we conduct a mid-year review of the resource sector. Joe...

Jul 3, 2025 – The U.S. dollar is on the verge of breaking a 14-year trend. In today's Smart Macro edition of the Financial Sense Newshour, Chris Puplava, CIO of Financial Sense Wealth Management, dives into what this pivotal moment means...

After exploring and consolidating the district for six years, Kodiak Copper (TSXV: KDK | OTCQB: KDKCF | FRA: 5DD1) is starting to unlock the full potential of its 100%-owned MPD Copper-Gold Project in British Columbia.In this engaging interview, President, CEO, and Director Claudia Tornquist discusses how the project's initial mineral resource estimate (MRE) compares in grade and tonnage to other copper and gold projects at a similar stage of development.She also provides additional insights that highlight the asset's potential as a long-term investment opportunity.Watch the full interview to learn about the upcoming developments for the project in the months ahead!Discover how Kodiak Copper can meet mineral demand amid the copper crunch: https://kodiakcoppercorp.com/Watch the full YouTube interview here: https://youtu.be/R7MZYpPYsTwAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

Panelists - Matt Bennett, AgMarket.net - Chip Nellinger, BlueReef.Ag - Arlan Suderman, StoneX.com ★ Support this podcast ★

- Matt Bennett, AgMarket.net- Tar Spot & Agronomy Updates- Mike Tannura, Tstorm.net ★ Support this podcast ★

Recap of the Acreage and Grain Stocks reports How's the weather forecast looking for the first half of July? Trump's tariff deadline is next week, Jul. 9 Will we see more threats and volatility? Our upcoming webinar: Wheat Market Update Webinar Wed., July 19, 11am PT / 2pm ET Be on the lookout for your invite or sign up now at mckeany-flavell.com Host: Michael Caughlan, President & CEO   Expert: Eric Thornton, Senior Commodity Advisor

Jul 2, 2025 – Legendary contrarian Marc Faber joins FS Insider's Cris Sheridan to unpack why “investors who own gold are in fear, but those who have none are in grave danger.” Drawing on decades of market history, Faber explains why the real risks...

Jul 1, 2025 – Get an in-depth update on the US housing market with Dr. Selma Hepp, Chief Economist at Cotality. In today's FS Insider interview, Dr. Hepp discusses the latest trends in home prices, regional hot spots and cool-downs, and...

Dan Deming attributes the bounce in gold and crude oil to attention back on the Middle East. If interest rates are “actually cut” later this year, he thinks gold will “most likely” move to new highs, especially if the dollar remains under pressure. He thinks Bitcoin is “not there yet” as an asset, but that the technology will keep evolving. He previews the June jobs report released tomorrow and what it could mean for markets.======== 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/

The One Big Beautiful Bill Act includes a farm bill. If passed by Congress the legislation on the hill now would...- increase crop insurance Basic and Optional Unit subsidies- increase the SCO subsidy- and provide a way to add Base AcresThe last one, as you'll hear favors, the south.  ★ Support this podcast ★

- Greg Johnson, TGM, TotalGrainMarketing.com- One Big Beautiful Bill Act includes a Farm Bill- Drew Lerner, WorldWeather.cc ★ Support this podcast ★

This will be a fascinating discussion of the global financial markets and energy, as the current geopolitical landscape influences commodities and energy. Wasif Latif, Co-Founder, President & Chief Investment Officer, at Sarmaya Partners, stops by the Energy Impacts live podcast. You won't want to miss this discussion.Highlights of the Podcast00:00 – Introduction01:14 – Sarmaya Partners and the Commodity Supercycle03:34 – Why Lithium and Rare Earths Are Not Prioritized04:55 – The Nuclear Renaissance10:28 – U.S. vs. Global Nuclear Expansion12:29 – Natural Gas as the Interim Energy Solution14:56 – Copper: The Foundation of Energy Transition18:01 – India's Rising Energy Needs22:16 – Africa's Future in the Energy Story25:06 – Policy's Dominance in Investment Strategy32:01 – Undervalued Energy Sector vs. Overvalued Tech36:16 – The Coming Oil Supply Gap39:54 – Price as the Ultimate Adjuster41:29 – Final Thoughts & Where to Find More

Goldman Sachs' Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 30, 2025 – Imagine a future where cancer is managed, not feared—starting today. In this compelling interview, Dr. Thomas Seyfried, a leading researcher at Boston College, speaks with Financial Sense Newshour's Jim Puplava, challenging...

Today, we return to the subject of commodity supply chain policy, permitting and regulation and policy in the US, with the One Big Beautiful Bill going through reconciliation. Less public, but no less momentous, we cover  the Seven County Infrastructure Supreme Court decision, which may herald Sea change in how new energy and mining projects can get underway to meet both the growing energy demand but also the need for robust and resilient supply chains in the energy transition. Returning to the show is our guest, Peter Stahley, Senior Vice President at Cassidy & Associates, the bipartisan governmental relations firm, where Peter specializes in energy and mining.   

The Year So Far

- Naomi Blohm, TotalFarmMarketing.com- USDA Reports Crops and Livestock Reports- Cordonnier on Safrinha Corn in Brazil- Don Day, DayWeather.com ★ Support this podcast ★

Meteorologist Eric Hunt returns to discuss the intense mix of wind, heat, and rain, what it means for the growing season, and how 2025's weather compares to recent eventful growing seasons.

My guest this episode is Benjamin Hoff, Global Head of Commodity Strategy and Research at Société Générale.Ben started his career in rates before making the jump to commodities, and that lens—shaped by curve arbitrage, convexity, and carry—colors everything he does. In this conversation, we explore how commodities differ fundamentally from other asset classes: the importance of cash-and-carry economics, the sparse information cadence that rewards technical models, and the physical realities that challenge purely quantitative approaches.We also dive into Ben's more recent work on the geometry of the futures surface, how convexity and skewness may be misunderstood, and why tools like Lévy area might help uncover non-linear structure in the data.Whether you're deep in the weeds of term structure trading or just curious about how to systematize chaos in barrels and bushels, this is a conversation you won't want to miss.

Suvi Sharma is the CEO and Co-Founder at SOLARCYCLE. SOLARCYCLE is an emerging leader in the nascent category of solar panel recycling. The astounding ramp of solar panels deployed across the world rivals almost any technology adoption curve in history, and it's far from over. There were only five gigawatts of solar deployed globally between 2000 and 2005. By the end of 2025, a mere 20 years later, there will be around 2,000 gigawatts of solar deployed globally, and the growth is expected to continue to be exponential. That's billions and billions of panels that collectively make up a few hundred thousand square miles of space. And given the rate of installation, most of these panels are early in their expected lifespans. So, what happens when they do hit the end of life? Surely they aren't going to just be landfilled, right? Right? That's what Suvi's here to about. In this episode, we cover: ⁠ [01:16]⁠ Solar panel deployment vs. end-of-life lag⁠[03:40]⁠ Billions of panels, billions of square feet⁠[05:11]⁠ 1.2B panels produced annually—set to triple⁠[07:06]⁠ Why is now the time to build recycling⁠[08:36]⁠ Who's responsible for end-of-life? Developers[9:36] Federal and state regulatory requirements⁠[10:46]⁠ Why landfilling is harder than it looks⁠[12:44]⁠ What makes solar panels tough to recycle⁠[14:01]⁠ The high-value metals: silver, copper, aluminum⁠[16:17]⁠ How SOLARCYCLE's proprietary process works[18:01] The company's customer base⁠[19:18]⁠ Over 1M panels recycled in 2024⁠[20:44]⁠ Future opportunities in solar + storage recycling[21:57] SOLARCYCLE's funding to date[24:55] Commodity markets for recycled materials[26:39] What's holding back growth for panel recycling[30:05] SOLARCYCLE is hiring⁠[33:54] Panels as feedstock materials for domestic manufacturingEpisode recorded on May 22, 2025 (Published on June 30, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

USDA Acreage and Grain Stocksthank you for your donation to willgive.org- Joe Janzen, University of Illinois - Curt Kimmel, AgMarket.net- Josh Linville, StoneX.com- Mark Russo, EverStream.ai ★ Support this podcast ★

We all need land to eat, but more and more, farmland has become a financial asset instead of a source of food, livelihood, and community. And when agriculture becomes just another investment, we risk losing something essential, not just for farmers, but for the health, resilience, and future of our entire society.Journalist and researcher Sarah Mock joins us to unpack the deep consequences of treating land like a commodity - from pricing out new farmers, to consolidating ownership, to weakening the rural communities that once thrived around agriculture.We explore the forgotten history of agrarian populism, the modern land trap that affects both aging landowners and aspiring farmers, and why the future of food depends on rethinking ownership - not just optimizing yields.In this episode, we dive into: Why land "defies capitalism" - and what that means for our food system. The double bind of retiring farmers and new farmers locked out by land prices. How the disappearance of agrarian populism has shaped today's agriculture policy. The myth of the silver-bullet tech fix for food and farming. Real alternatives to land as a speculative commodity. And what it would take to make small and mid-size farming viable again.More about Sarah:Sarah Mock is a food and agriculture writer, researcher, and podcaster. She grew up on a small farm in Wyoming, and since then has spent more than a decade working on everything from farm production, strategy, and marketing to ag history and economics to food logistics, supply chains, and climate impact. She's worked in and around agriculture across the country and around the globe, with non-profits, the U.S. Department of Agriculture, Silicon Valley companies, the national news media, and directly with farms. Her work has culminated in a number of award-winning projects, including her best-selling book Farm (and Other F Words) and her podcast series The Only Thing That Lasts, which explores the past, problems, and possibilities of American farmland. Learn more at https://sarahkmock.com/.Agrarian Futures is produced by Alexandre Miller, who also wrote our theme song. This episode was edited by Drew O'Doherty.

PCE – The Fed's preferred inflation metric… The VIX – pricing in smooth sailing - how to hedge... And commodities – The one most interesting trade right now is...? Commodities on the move - great time to bring on our guest - Carley Garner of DeCarley Trading NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is often referenced on Jim Cramer's Mad Money on CNBC, and she is a regular guest on Bloomberg Television's Options Insight segment with Abigail Doolittle. You might also see her on the Cow Guy Close hosted by Scott Shellady on RFD-TV and "Futures" aired on Schwab Network. Garner is a regular contributor to TheStreet.com and its Pro service and is also a regular on the speaking circuit. She can be found at TradersEXPOs and MoneyShows throughout the country. Garner is also an award-winning author of commodity futures and options trading books. In addition to Trading Commodity Options with Creativity, Garner has authored Higher Probability Commodity Trading; A Trader's First Book on Commodities (three editions); Currency Trading in the Forex and Futures Markets; and Commodity Options. She pens a monthly column for the long-running Technical Analysis of Stocks & Commodities Magazine. Her e-newsletters, The DeCarley Perspective and The Financial Futures Report have garnered a loyal following; she is also proactive in providing free trading education at www.DeCarleyTrading.com Follow @andrewhorowitz More information available on Horowitz & Company's TDI Managed Growth Strategy Check this out and find out more at: http://www.interactivebrokers.com/ Stocks mentioned in this episode: (SPY), (UVXY), (VXX)   Chart mentioned in this episode:

Jun 27, 2025 – How could China's grip on rare earths and strategic materials threaten America's tech and auto sectors? Author and energy expert Robert Bryce joins Jim Puplava to reveal the hidden risks behind tariffs, global supply chains...

Jun 27, 2025 – Bloomberg's Gina Martin Adams joins Financial Sense Newshour's Jim Puplava to unpack market concentration, economic stagnation, the impact of passive investing, and what's next for sectors like tech, energy, and healthcare...

  The commodity bull market is alive across multiple fronts – from explosive moves in silver and platinum to broad-based strength in equities. Dana Lyons...

This is Flashback Friday is from episode275 published last August 29, 2012. While the last several years have seen huge losses for most investors in stocks, it has provided some valuable insights and allowed development of new concepts for stock investing. Jason Hartman talks with Dr. Chris Kacher and Gil Morales, principles and managing directors of Virtue of Selfish Investing, LLC and MoKa Investors, LLC, regarding their take on the markets, particularly commodities. Chris and Gil explain their investment philosophy and concepts born out of frustration with other market strategies failing, relating how they were able to get through the market crash and the continued instability. One of the concepts is the Pocket Pivot, a favorable entry point in a stock before it breaks out of the stock base. Gil and Chris also share their outlook on stocks, commodities, currencies and inflation. Dr. Chris Kacher is a stock investor and strategist with a background in the nuclear sciences. He is a co-founder of a stock advisory service, VirtueOfSelfishInvesting.com. Chris Kacher is a protégé of William O'Neil. He is known for achieving a total return of 18,241% during the period of 1996 to 2002 which he describes in his book Trade Like an O'Neil Disciple: How We Made 18,000% in the Stock Market co-authored with Gil Morales. Prior to his career as a stock trader, Dr. Chris Kacher pursued an education in the nuclear sciences at the University of California, Berkeley. He won a Charles D. Coryell Award while being undergraduate. As a graduate student he contributed to the confirmation of the existence of Seaborgium and a synthesis of an atom of Darmstadtium. He received a Doctor of Nuclear Chemistry degree in 1995. In 2009, Chris Kacher released a debut album of his piano compositions Teardrop Rain under a stage name of Christian Casher. He is a certified practitioner of neuro-linguistic programming and hypnosis.   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com  

Jun 26, 2025 – In a world rattled by tariffs, geopolitical tensions, and volatile oil prices, how close are we to another market peak—and what comes next? Kurt Kallaus at ExecSpec.net sees low recession risk, supported by subdued oil prices and fading...

Jun 24, 2025 – Why are market insiders celebrating after military strikes between Israel and Iran? FS Insider's Cris Sheridan speaks with renowned geopolitical strategist and Swiss macroeconomist Christian Takushi. Together, they unpack...

Today, we return to the subject of investing in commodities, this time from an equities angle. How has the sector performed over the last couple of decades and how much diversification does it offer?  How do you analyze and discover value in the sector? And are investors returning and how best to navigate investing in such a rapidly evolving sector? Our guest is Matt Zabloski, founder and chief investment officer of Delbrook Capital Advisors, a Vancouver-based fund manager, focused on alternative investment strategies in the metals and mining sector. Matt has had a long career investing in energy and natural resources including as a portfolio manager with Fidelity.