Podcasts about commodities

In this episode of Global Thinking, Forstrong Portfolio Manager Rob Duncan sits down with friend of the firm, Chris McHaney, Executive Vice President and Head of Investment Management and Strategy at Global X Investments Canada Inc., for a wide-ranging conversation on where global capital is moving, and why. Many of the themes Chris is tracking - rising defense spending, a potential commodities supercycle, renewed interest in international markets like EAFE and India - align closely with Forstrong's own global investment roadmap. Both firms share a belief that in an increasingly fractured world, opportunity lies in regions and sectors that many investors are still underestimating. They also unpack the role of covered call ETFs in generating yield, and explore how fixed income is re-emerging as a strategic allocation. From inflation trends to interest rate dynamics and the strength of the U.S. dollar, this episode is rich with insight for globally minded investors. Topped off with a few summer reading picks and some contrarian takes, it's a fast-paced and practical conversation that reinforces Forstrong's commitment to thinking differently about where the world is headed next.   Chapters 00:00 Introduction to Global Thinking Podcast 01:21 Understanding GlobalX Investments and Chris's Role 06:31 Market Outlook and Investment Strategies 07:00 Navigating Market Volatility and Diversification 10:57 Global Investment Opportunities and Rebalancing 16:16 The Rise of Defense Spending as an Investment Theme 19:21 Interest Rates and Fixed Income Perspectives 23:32 Currency Trends and Hedging Strategies 26:38 Commodities and the Potential Supercycle 32:14 Trends in the ETF Industry and Flows 34:47 Exploring Covered Call ETF Strategies 51:01 Book Recommendations and Closing Thoughts   Book Recommendation: Thinking in Bets, Annie Duke   Disclosures: https://forstrong.com/disclosures/    Global Thinking Podcast Series - https://forstrong.com/podcast/    Global Thinking Insights - https://forstrong.com/insights/    Who is Forstrong Global - https://forstrong.com/who-we-are/    Ask Forstrong - https://forstrong.com/category/ask-forstrong/    Invest With Us - https://forstrong.com/invest-with-us/     Thank for you listening, please considering leaving a review and subscribing for future episodes. For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com  

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...

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...

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

The commodity bull market is alive across multiple fronts—from explosive moves in silver and platinum to broad-based strength in equities. Dana Lyons shares what his trading models are flashing now, while Brien Lundin makes the case that we're still early in this precious metals bull market. If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.   Segment 1 & 2 - Dana Lyons, fund manager and editor of The Lyons Share Pro, returns to share why his models remain bullish on U.S. equities, with the S&P and Nasdaq approaching all-time highs and strong market breadth supporting the rally. He also dives into key commodity setups, noting oil remains weak below its multi-year range, while silver's breakout above $35 appears constructive. Dana is positioned in silver ETFs (SLV, SIL, and SILJ) and sees potential in copper equities like COPX and COPJ, though he remains cautious on platinum after its sharp surge. He highlights growing strength in international and emerging markets as the U.S. dollar breaks down, and favors Bitcoin over Ethereum for further gains in the crypto space. Click here to visit the Lyons Share Pro website and learn more about Dana's investment services.    Segment 3 & 4 - Brien Lundin, editor of the Gold Newsletter and host of the New Orleans Investment Conference, joins us to explain why the current gold bull market is the most powerful and unique in over two decades. He attributes the strength to unprecedented central bank buying, which has led to shallow corrections and delayed but now accelerating interest in silver, mining stocks, and junior explorers. Brien also discusses how the broader commodity reflation trade, driven by global demand for raw materials, is lifting copper and platinum, and highlights compelling investment opportunities in undervalued developers and copper explorers amid a tightening M&A and financing environment. Click here to learn more about the New Orleans Investment Conference on November 2-5.

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  

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In this episode of Energy Newsbeat – Conversations in Energy, Stuart Turley and Wasif Latif discuss the impact of geopolitical tensions, particularly the escalation in the Middle East, on the commodities market. They explore the potential effects of supply disruptions, such as a shutdown of the Strait of Hormuz, on oil and natural gas prices, while emphasizing the growing importance of energy in global economics.Latif highlights the ongoing commodity supercycle, driven by underinvestment and rising geopolitical risks, and forecasts a gradual increase in energy demand, despite short-term volatility. They also touch on the economic dynamics in Japan, Europe, and the U.S., focusing on capital flows and global investment trends.This was a significant update from Wasif, considering the current geopolitical crisis the world economy is facing. When I asked him how his ETF is performing compared to the stock market, he responded that they are way ahead of the market. That is huge, as I rely on experts who are in the business for investment advice. The entire team at Sarmaya is outstanding and has provided excellent datapoints on their website, articles, and fantastic data slide sets.Investors need data from trusted sources.We recommend following Wasif on his LinkedIn here: https://www.linkedin.com/in/wasiflatif/Check out Sarmaya Partners here: https://sarmayapartners.com/Thank you, Wasif, for stopping by the podcast again, StuHighlights of the Podcast 00:00 - Intro00:55 - Special Guest: Wasif Latif01:20 - Geopolitical Risk and Commodity Markets03:20 - The Commodity Supercycle04:50 - Impact on Oil Prices06:15 - Geopolitical Escalation: Immediate and Long-Term Effects07:30 - The Role of Gold in a Volatile Market08:35 - Strait of Hormuz and Global Energy Supply10:00 - Geopolitical Risks and Economic Pressures on Global Players11:30 - Impact of Iran's Actions on Global Energy Markets13:00 - Future Energy Demand and Long-Term Commodities Trends15:30 - The Role of AI in Energy Consumption16:30 - The Declining U.S. Dollar and Commodities18:00 - Japanese Bond Market and U.S. Energy Investments19:40 - European Deficit Spending and Economic Impact21:20 - Potential Shift in Global Capital Flows23:50 - How Countries Are Responding to Energy Security25:10 - Global Financial Markets and Commodity Cycles27:00 - Long-Term Investment in Energy30:00 - Japanese Inflation and Global Impact32:00 - Conclusion

Monthly visit from Illinois Department of Agriculture Director Jerry Costello.Jennifer Waters with Facilitating Coordination in Agricultural Education recaps the 2024/2025 academic year. Conversations with the Bremmer brothers from the Illinois FFA Convention. Ben, the Illinois FFA Treasurer during the 2023/24 term and Ethan, the new Illinois FFA Reporter.  

In this episode of Innovation Discussed, Mark is once again joined by Goodfellow materials experts, Dr Aphrodite Tomou and Adam Sells, to have his eyes opened to the world of advanced materials. This week, they demystify the Polymer Pyramid, a simple but powerful framework for navigating the vast landscape of plastics. Aphrodite and Adam explain how this model organises polymers into three performance tiers, Commodity, Engineering, and High-Performance, and why understanding this structure is crucial for balancing cost and capability in any scientific application. From the everyday utility of Polypropylene to the extreme resilience of PEEK, discover how the Polymer Pyramid can help you make smarter material selections.More information: Hosts: Mark Daniels, Dr Aphrodite Tomou and Adam Sells. Goodfellow Cambridge Ltd: www.goodfellow.com Ask the panel a question: marketing@goodfellow.com

Dan McCann, Precision AI; John Zanker, Risk Managment Commodities

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...

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Monthly check-in with licensed professional counselor Rachel Brown.  Jean Brokish with American Farmland Trust discusses cover crops.  Valent's Ron Estes talks crop conditions throughout Illinois. 

Markets continue to defy expectations, and even war headlines, as the S&P 500 flirts with all-time highs and commodity prices climb. In this interview, Joel Elconin, Co-Host of the PreMarket Prep Show and Co-Founder of the Stock Trader Network, returns to share his insights into what's driving this resilient "Goldilocks" market.   Key topics discussed include: Why Joel calls this a “crazy” market: S&P rallies despite US missile strikes, geopolitical tensions, and mixed economic data. The Fed's indecision and macro ‘nothing-burger': Markets appear unbothered by mild inflation, slightly higher unemployment, and a divided Fed. Commodity breakout: Copper above $5, surging platinum, silver, and industrial metals hint at underlying growth and demand strength. US Dollar weakness: Down over 10% YTD, fueling both equity and commodity rallies while helping exports. Upcoming catalysts - or threats?: China, Iran, and Middle East escalation loom as the main wildcard risks. Joel's technical take: What the S&P cash index is telling him heading into quarter-end and what levels matter most now.   Click here to visit Joel's PreMarket Prep website. Click here to visit the Stock Trader Network.

Brownfield Commodity Market Reporter John Perkins has your look at the initial gains in soybeans and the early mixed activity for corn, wheat, cattle, and hogs.What to watch:» Soybeans are following bean oil.» Corn and wheat are watching crop weather.» Cattle are waiting for direct business.» Hogs are getting ready for the inventory report.Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: https://www.youtube.com/@BrownfieldAgNews» Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsAbout Brownfield Ag News:Brownfield Ag News is your trusted source for reliable agriculture news, market trends, weather updates, and expert interviews. Get comprehensive coverage and stay ahead in the ever-evolving agriculture industry.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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...

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Hedging, Monetary Policy, and Oil Swings: Insights from FIS's Latest PodcastThis week on Freight Up, we set out to give listeners practical insights into the world of risk management across the commodity spectrum, from freight to metals to crude oil. If you're looking to understand what's really happening under the surface of today's volatile markets, this episode features perspectives from professionals who operate right at that interface between price risk and real-world trade. We started with Samuel Basi, founder of Perfectly Hedged Consultancy and a former Trafigura metals trader, for a deep dive into the realities of commodity hedging in liquid and illiquid markets. From there, we heard from Carlo Boffa, a central bank watcher at Politico, on central bank decisions and how the evolving landscape of monetary policy is shaping the US dollar and, by extension, commodity prices. We wrap up with Archie Smith, oil broker, who broke down the extreme pricing swings in the oil market driven by macro shocks and geopolitical headlines, highlighting what's front of mind for market participants right now.Some of the headline talking points this week include: the merits and pitfalls of one-to-one hedging in today's market, with Sam exploring where hedging can reduce risk and where it might inadvertently add more. We tackled the specific challenges faced by traders and companies in less liquid markets, including practical ways to quantify risk and work with imperfect hedges—or get creative in the over-the-counter space to find coverage. Options came under the spotlight, especially with clients' hesitancy to use them, and Sam gave practical context about why options sometimes get overlooked and when they can be a valuable part of a strategy. Companies mentioned in this episode: FIS Perfectly Hedged Consultancy Trafigura Politico LME CME SGX ICE Citadel GMI

Woodford County Farm Bureau Manager Autum Jones promotes this weekend's Central Illinois BBQ Throwdown.  Illinois Farm Bureau Associate Director of Food Systems Development Raghela Scavuzzo recaps Summer Horticulture Day and talks specialty growers tent at the Illinois State Fair. Illinois Farm Bureau Associate Director Local Government Ryan Tate provides monthly update.  

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.

Until the mid-17th century, for the vast majority of Europeans, medical care was administered by women for free in the household and neighborhood, using herbs and other formulas passed down between and among generations. Karen Bloom Gevirtz illustrates how and why only a century later, they were supplanted by men who established the basis of our for-profit medical system. (Full-length presentation.) Karen Bloom Gevirtz, The Apothecary's Wife: The Hidden History of Medicine and How It Became a Commodity UC Press, 2025 The post How Medicine Became a Commodity appeared first on KPFA.

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Karen Braun of Reuters Open Interest shares commodity market insights, crop tour analysis, and how weather and trade impact grain prices.

Celebrating June Dairy Month with Monica Nyman from the St. Louis District Dairy Council.  Illinois State Climatologist Trent Ford reviews June weather data and provides July outlook.  

In this KE Report daily editorial, I'm joined by Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, who provides a trading desk perspective on the latest price action, positioning, and macro signals across the energy, copper, and precious metals markets. - Energy volatility dominates June - from geopolitical spikes to bearish fundamentals. - Copper holds firm above $4 with physical market dislocations and tariff pricing. - Gold consolidates near record highs as silver plays catch-up. Key Discussion Highlights: Energy Markets: Oil spiked on Middle East tensions but quickly reversed on news of a ceasefire. Darrell highlights that despite short-term risk premiums, the WTI forward curve remains anchored around $62, reflecting ongoing bearish fundamentals like rising global inventories and weakening demand. US rig counts are at multi-year lows, but no supply shock is expected yet. Natural Gas: A short-lived surge on heatwave-driven demand brought prices above $4, but markets have now converged back toward $3.50. Darrell notes a balanced setup, supported by increasing LNG flows and long-term support from Calendar 2026 pricing around $4.40. Copper: The metal continues to trade strongly just below $5/lb. Physical flows into COMEX are pushing spreads higher, with LME inventories falling and tariff expectations leading to a 10-15% price premium. Large copper miners like Freeport and BHP are rebounding, but still lag copper's year-to-date performance. Precious Metals: Gold is flat for the month but remains near record highs, while silver is up 7% in June and closing the performance gap. Darrell maintains a bullish view on gold due to debt concerns, a weakening USD, and potential Fed rate cuts. Silver, while less of a pure monetary asset, shows strong industrial demand and momentum. US Dollar & Macro Impact: A falling USD (down ~10% YTD) is generally supportive of commodities, but Darrell points out the correlation is looser than in the past. He sees continued pressure on the greenback from fiscal concerns and rate cut expectations.

Jun 23, 2024 – In today's Lifetime Planning health segment, host Jim Puplava, President of Financial Sense Wealth Managment, speaks with Roger Rasmussen, author of Finding Fenbendazole: My Unexpected Path Through Cancer, in a thought-provoking...

Stephen Grootes speaks to Prof Abel Esterhuise, Military strategist at Stellenbosch university and Manqoba Madinane, Strategist: Fixed Income, FX & Commodities at RMB about middle east’s tensions about the escalating conflict between Israel and Iran, and US President Donald Trump's hints at possible regime change in Tehran, analyzing the potential economic implications, particularly on oil prices and exchange rates. In other interviews, Lara Rosmarin, Head of Entrepreneur Development at UVU Accelerate, chats about a free six-week business course for creative entrepreneurs in South Africa, offered by the United Nations Development Programme and UVU Accelerate, aiming to tap into Africa's multi-billion-dollar creative economy. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

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Illinois Farm Bureau Director of National Legislation Ryan Whitehouse discusses recent trip to Washington and budget reconciliation process in the U.S. Senate. Paul Munie provides a CropWatcher report from St. Clair County. Joe Camp with Commstock Investments previews a new market week.  

Stephen Grootes speaks to Prof Abel Esterhuise, Military strategist at Stellenbosch university and Manqoba Madinane, Strategist: Fixed Income, FX & Commodities at RMB about middle east’s tensions about the escalating conflict between Israel and Iran, and US President Donald Trump's hints at possible regime change in Tehran, analyzing the potential economic implications, particularly on oil prices and exchange rates. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Brownfield Commodity Market Reporter John Perkins has your look at the lower opens in soybeans and corn, and the mixed starts in wheat, cattle, and hogs.What to watch:» Soybeans and corn expect improved crop ratings.» Wheat is watching harvest and development weather.» Cattle are waiting to see how this week's showlist looks.» Hogs continue to monitor demand.Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: https://www.youtube.com/@BrownfieldAgNews» Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsAbout Brownfield Ag News:Brownfield Ag News is your trusted source for reliable agriculture news, market trends, weather updates, and expert interviews. Get comprehensive coverage and stay ahead in the ever-evolving agriculture industry.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Missouri Soybeans' Technical Conservation Agronomist, Kaitlin Flick-Dinsmore, says it's important that farmers become familiar with the Endangered Species Act and provides some clarification on navigating the ESA and working with the EPA. Learn more at mosoy.org.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Neste episódio, analisamos o desempenho do setor de commodities na bolsa. Em um ano que o Ibovespa apresenta uma valorização acumulada em mais de 15%, as commodities andaram na contramão do índice. Há oportunidades no radar?Discutimos fatores como câmbio, cenário macro e tensões comerciais e geopolíticas, além de avaliar as perspectivas para os próximos meses e onde estão essas oportunidades em petróleo, mineração, papel e celulose.Participam: Eric Melo, analista de Óleo & Gás do Itaú BBA, e Daniel Sasson, analista de Mineração, Siderurgia, Papel & Celulose do Itaú BBA.Moderação: Marcelo Serrano, Analista de Research para Pessoa Física do Itaú BBA.InstagramTelegramYoutube

This week, the Justice brothers are back and diving deep into one of the most important questions facing markets today: What exactly is the Fed so scared of? Following this week's FOMC meeting, Mark and Matt Justice break down Jerome Powell's latest comments, dissect the Fed's cautious tone, and explore whether Powell has earned the nickname “Too Late Powell.” Are they being overly cautious—or are they seeing something the market isn't? In addition to the macro deep dive, the boys bring the heat in “Stock In and Drop It,” breaking down setups and news around major names like Oracle, Nvidia, AMD, and Meta. Expect technicals, fundamentals, and sharp insights on what matters now. And don't miss this week's Coaches Corner, where Matt answers listener questions on oil seasonality and shares perspective on whether this is a day trading or swing trading market environment. Insightful, actionable, and always entertaining—don't miss this episode of the Trading Justice Podcast.

Jun 20, 2025 – The S&P 500 is consolidating below resistance at 6100, setting up for a potential breakout toward 6600 by year-end, according to Craig Johnson. The “Mag 7” stocks are mixed, with Microsoft and Meta strong, but others like Google...

  On this Weekend's Show Rick Bensignor breaks down the Fed's gridlock, bond market uncertainty, and why industrials are quietly outperforming. Then Dan Steffens dives...

Mukarram Mawjood is here to share on commodity cycles and investor sentiment secrets. He discusses his focus on alternative assets including precious metals, crypto, and real estate, highlighting silver as his top current pick due to its price lag behind gold and significant upside potential. He explains how gold's recent surge has largely priced in geopolitical risk, while silver remains undervalued despite industrial demand. He also touches on market psychology, gold-to-silver ratios, and how cryptocurrencies are increasingly competing with gold as alternative stores of value. We discuss... Mukarram's firm invests heavily in physical metals, crypto, and real estate—assets with inverse correlation to the U.S. dollar. Silver is seen as significantly undervalued relative to gold, presenting a price arbitrage opportunity. He sees silver's price lag as typical behavior in precious metal bull cycles, with major catch-up potential. Central banks buying gold has driven recent price action, while silver remains overlooked by both institutions and retail investors. Geopolitical tensions have driven gold's rise as a safe haven, but easing global instability could rotate capital into silver. Mukarram emphasizes timing and patience—investors should scale into undervalued assets before the move happens. Crypto has diverted some capital from gold but believes both assets serve different investor needs. During COVID, gold quietly doubled from 1,200 to over 2,000, which many missed due to lack of long-term positioning. Bitcoin and crypto sometimes move like metals, but when metals act as a safe haven, crypto typically does not. Crypto currently offers opportunity not because it's strong, but because it's been beaten down while gold rallied. Bitcoin may still hit 100K–200K, but other assets may outperform it percentage-wise during its rise. Ethereum has mixed sentiment in the crypto community, but Solana is gaining more institutional adoption. Major crypto news events often coincide with local tops, especially in bull markets. Crypto cycles are faster (typically 18 months), while metals like gold and silver move in 3–5 year timelines. Crude oil's recent stagnation shows how macro factors like tariffs and recession fears can override seasonal patterns. Commodities should be chosen based on correlation to the U.S. dollar and liquidity conditions. Successful trading is 75% mindset and only 25% technical skill, especially in volatile markets like crypto. For more information, visit the show notes at https://moneytreepodcast.com/commodity-cycles-mukarram-mawjood-722 Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  

Jun 19, 2025 – A demographic storm is brewing, and its impact on the economy and society could be more profound than anyone expects. Demographic expert Bradley Schurman joins Cris Sheridan to discuss rapid demographic changes impacting...

In this long-form episode of the Mining Stock Daily podcast, host Trevor Hall interviews Josh Crumb, founder of Abaxx Technologies, a commodity exchange based in Singapore. They discuss Abaxx's recent launch of a gold exchange and its focus on physical delivery in contrast to the heavily financialized derivatives market. Crumb, a mining engineer and former Goldman Sachs associate, explains that Abaxx aims to bridge the gap between financial and physical commodity markets by building new, physically-settled futures platforms, drawing parallels to traditional exchanges like NYMEX. The conversation also touches upon the ongoing digitization of commodities, the role of blockchain technology, the impact of geopolitics on supply chains, and the development of carbon markets.This episode of Mining Stock Daily is brought to you by... Revival Gold is a pure gold, mine developer operating in the western United States. The Company is advancing the Mercur Gold Project in Utah and mine permitting preparations and ongoing exploration at the Beartrack-Arnett Gold Project located in Idaho. Revival Gold is listed on the TSX Venture Exchange under the ticker symbol “RVG” and trades on the OTCQX Market under the ticker symbol “RVLGF”. Learn more about the company at ⁠⁠⁠⁠⁠⁠revival-dash-gold.com⁠⁠⁠⁠⁠⁠Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Calibre Mining is a Canadian-listed, Americas focused, growing mid-tier gold producer with a strong pipeline of development and exploration opportunities across Newfoundland & Labrador in Canada, Nevada and Washington in the USA, and Nicaragua. With a strong balance sheet, a proven management team, strong operating cash flow, accretive development projects and district-scale exploration opportunities Calibre will unlock significant value.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.calibremining.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com

Why I Trade Coffee, Cocoa, and Crypto Too  Podcast: Find out more about Blueberry Markets – Click Here Find out more about my Online Video Forex Course Book a Call with Andrew or one of his team now Click Here to Watch Prop Firm Masterclass #593: Why I Trade Coffee, Cocoa, and Crypto Too In this video: 00:27 – We don't only trade the Forex market. 01:06 – More metals now available. 01:25 – We trade Indices, Commodities and Cryptos.   01:56 – More trading opportunities for high quality patterns. 03:14 – Trades I have open right now on non-FX markets. 03:50 – All trades have equal and low risk. 05:23 – Get onto my 17 minutes masterclass. 05:44 – Have a chat with us. 06:15 – Blueberry Markets as a Forex Broker. Today, I want to explain to you why we don't only trade the forex market. We look at other markets as well. So let's talk about that more right now. Hey there, Forex Traders! It's Andrew Mitchem here at The Forex Trading Coach with video and podcast number 593. We don't only trade the Forex market. Now being called The Forex Trading Coach you would assume that we trade only the forex market. Well we used to. And that's because years ago all that was available to us were forex pairs. And like the GBP/USD and USD/JPY, USD/CHF, etc. the main pairs. And then over time more and more pairs. What were called exotics or minor pairs got added. Things like NZD/CAD and then other pairs got added as times gone on, like ZAR/JPY, things like that, some more and more have been added. And then years ago they introduced a couple of metals and we could trade gold and silver against the US. More metals now available. And then more recently we've got access to more metal markets. So example Gold and Silver against the Pound and against the Uen and against the Chinese Yuan and different crosses like that, but also more metals such as, Palladium and Platinum and Copper. We trade Indices, Commodities and Cryptos.   We can trade indices like the Nasdaq and different American markets and different Canadian and Swiss franc markets, Yen markets. We can trade, things like commodities. We can trade coffees and Cocoas. We can trade cryptos, Bitcoins and Ethereums, etc.. So the beauty of trading today on a platform such as MetaTrader 5 is that you have access to so many more markets. More trading opportunities for high quality patterns. And you could think of that and go, well that's just going to create more work. Andrew. No, not at all. What it does is it gives you the opportunity once you know what you're looking for, and once you have a strategy that you can scan through the markets really quick, it's giving you more and more opportunity to look for the pattern on a higher quality chart. So for example, years ago you might have said, well, this trade on the GBP/USD, it's okay. It doesn't quite fit my criteria but it's okay. And you might have taken that trade. Rightly or wrongly. Whereas now you've got the opportunity to scan through more and more markets. And so the way that we trade I don't particularly care what I trade. It's the pattern that I'm looking for. It's where has that candle formation appeared within the chart. Has it got room to move to? The profit target has the stop loss got protection? All these type of things that we look for. And so if I'm trading the pattern, I'm giving myself a very high probability chance of success, because I'm looking for only the highest quality patterns, regardless of the market or direction. So simply because I live in New Zealand, it doesn't mean I have to trade New Zealand dollar pairs more, or I have to trade the EUR/USD because it's the biggest traded forex pair. Not at all. Trades I have open right now on non-FX markets. As an example, I've got a a monthly chart trade on Cafaro, which is one of the coffee markets on the commodities. I've got two weekly chart trades open right now on Dogecoin and Solana.

This week, we discuss changes to our asset class rankings, gold, weakness from the US Dollar, defense stocks breaking out, and technical updates to large cap growth.

JuneteenthCME Group ag trade is closed for Juneteenth. It resumes this evening.- Morrill Acts & HCBUs- Emancipation Proclamation- General Order 143- Reconstruction Wade-Davis Bill- Surrender at Appomattox- 13th Amendment- June 19, 1865, General Order #3 ★ Support this podcast ★

In this urgent episode, Leslie Palti-Guzman speaks with macro and energy analyst Rachel Ziemba to assess the #energy #infrastructure implications of the ongoing #Iran-#Israel #war. They go over various scenarios.Key themes include: The strategic shift since October 7 and Israel's methodical dismantling of Iran's proxy network and Iran's #nuclear program #Maritime #chokepoints under threat: Strait of Hormuz, Red Sea, and Suez Impacts on oil supply and pricing, LNG traffic, and risk premiums in global shipping The United States positioning and its implications for escalation, deterrence, resolutionThis is a must-listen for anyone tracking the collision of geopolitics of energy, commodity trading, warfare, and great power dynamics #Middle East #USA #Gulf

Panelists - Dave Chatterton, SFarmMarketing.com - Brian Stark, AndersonsGrain.com ★ Support this podcast ★

Jun 17, 2025 – FS Insider interviews uranium and nuclear analyst Mart Wolbert about recent major developments in the nuclear sector, focusing on President Trump's May 2025 executive orders to expand U.S. nuclear capacity...

Jun 16, 2025 – Jim Puplava and Crystal Colbert discuss the potential tax-planning implications of the One Big Beautiful Bill Act when it comes to child tax credits, tax brackets, estate tax exemptions, standard deductions, and the elimination...

In episode 420 of the BE SMART podcast: Student loan collections are causing significant declines in credit scores, the housing market is experiencing a stalemate with more sellers than buyers, investors are making portfolio decisions based on political views, and commodities are currently undervalued compared to financial assets. Jared and Cameron discuss oil and geopolitical risks, gold's haven bid and flirtation with its all-time high, and platinum's cocoa-like breakout this year.

oday, we return to energy and AI. What will AI mean in terms of global energy consumption up to 2030 and beyond? And could that be offset by efficiencies and transformations generated by AI in our daily lives? Could AI even accelerating the energy transition? To do that, we are discussing International Energy Agency's latest paper -  Energy and AI (https://www.iea.org/reports/energy-and-ai). A comprehensive review and deep dive in AI's impacts on our world energy map. Our guests are the lead authors, Siddharth Singh and Thomas Spencer. Both are also part of the team that produce the World Energy Outlook annually.For more on our senior advisory network, Enco Insights visit - www.encoinsights.com For more on www.Hyperionsearch.com - our clean energy search firmFor commodities search visit www.hcgroup.global