Podcasts about commodities

Jun 10, 2025 – Gold has been on a strong run in recent years, but could it head much higher from here? Cam Hui, a cross-asset strategist and quantitative analyst, discusses his technical work which forecasts a $7,000 target for the price of gold...

- Greg Johnson, TGM TotalGrainMarketing.com- Trade Framework to Implement if Approved- Drew Lerner Weather from the USSEC Conference ★ Support this podcast ★

The Most PRECIOUS Commodity On This Planet is Your Attention!

- Naomi Blohm, TotalFarmMarketing.com- #Soybean & #Corn Germplasm Collections Imperiled - More of Brazil's Safrinha Corn Used Domestically ★ Support this podcast ★

Jun 9, 2025 – Nearly 10 million people are diagnosed with dementia each year, but is it really inevitable? In this episode, Jim Puplava talks with Dr. Manna Semby, Dr. Erela Rappaport, and health coach Michael Sanders from the Center for Cognitive...

- Curt Kimmel, AgMarket.net- Frayne Olson, NDSU Extension- Mark Russo, EverStream.ai ★ Support this podcast ★

Summary: In this episode, Roshan Loungani and AdrianNicholson discuss the mid-year market outlook, focusing on equity markets, the shift towards international investing, the impact of artificial intelligence, and the implications of tariffs on market volatility. They also explore fixed income strategies in the current interest rate environment, emphasizing the importance of understanding the bond market's influence on equities. In this conversation, Adrian Nicholson and Roshan Loungani discuss the current state ofthe financial markets, focusing on the implications of the recent US debt downgrade, interest rate predictions, and the performance of various asset classes including bonds, currencies, commodities, and cryptocurrencies. Theyemphasize the importance of diversification in investment portfolios and the need for investors to stay informed about market trends and economic indicators as they navigate the second half of the year.Description: New episode out now: Your 2025 mid-yearmarket outlook is here—covering equities, crypto, fixed income, and muchmore—listen now!Hashtags: investment strategies, US debt, bondmarket, interest rates, inflation, currency, commodities, cryptocurrency, investment strategies, market predictions, economic outlook, Stocks, Markets, Artificial Intelligence, AI  Chapters00:00 Welcome Back and Mid-Year Reflections01:36 Mid-Year Market Outlook: Equity Markets Analysis05:02 Domestic vs. International Investing: A Shift in Focus09:10 Artificial Intelligence: The Driving Force in Markets13:23 Market Volatility and Tariffs: What to Expect20:56 Exploring Fixed Income: Bonds and Interest Rates25:01 Market Reactions to US Debt Downgrades32:33 Interest Rates and Economic Predictions36:23 The Three C's: Currency, Commodities, and CryptoFollow Us At: Website: https://retirementlifestyleshow.com/ https://www.retirewithroshan.comhttps://www.youtube.com/@retirementlifestyleshowhttps://twitter.com/RoshanLounganihttps://www.linkedin.com/in/roshanlounganihttps://www.facebook.com/retirewithroshanhttps://www.linkedin.com/in/adrian-nicholson-74b82b13bAll opinions expressed by podcast hosts and guests aresolely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult aprofessional

Calling it a “super” cycle might be hyperbole, but signs indicate that the next commodities cycle is upon us. That's the thinking from Adam Rozencwajg, Co-Founder and Managing Partner of Goehring & Rozencwajg. Adam joins host Ed Coyne to share his analysis of how cycles come around and what's so compelling about the current setup for investors interested in gold, silver, uranium and copper.This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott does not warrant its completeness or accuracy. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. Any opinions and recommendations herein do not take into account individual client circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments, or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of Sprott. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitute your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of Sprott.

June 6, 2025 – What's ahead for stocks, bonds, and the dollar? Financial Sense Newshour speaks with Jim Welsh of Macro Tides about the outlook for markets, interest rates, and US government debt. Welsh explains why Treasury yields...

This week on Gold for the 21st Century, we welcome Greg Sharenow back into the SmarterMarkets™ studio. Greg is Managing Director & Portfolio Manager for Commodities and Real Assets at PIMCO. David Greely sits down with Greg to discuss how policy uncertainty and inflation are shaping the investing landscape and the role that commodities and real assets – including gold – are playing in helping investors grow and protect their wealth.

  This Weekend's Show dives deep into two of the most critical commodity narratives shaping the investment landscape. In the first half, Brien Lundin (Gold...

Jun 5, 2025 – Is the US debt crisis a ticking time bomb or an overblown fear? In this insightful interview, James Kostohryz of Investor Acumen breaks down the $37 trillion question, revealing why the truth lies between panic and complacency...

Jun 6, 2025 – Financial Sense Newshour's Jim Puplava interviews Jim Bianco of Bianco Research on the challenges posed by the soaring U.S. national debt, now nearing $37 trillion. The discussion explores the implications for interest rates...

- Mike Zuzolo, GlobalCommResearch.com- @farmdocDaily MAHA Support Survey Results- Eric Snodgrass, NutrienAgSolutions.com ★ Support this podcast ★

Randy Koenen of Red River Farm Network and Randy Martinson of Martinson Ag Risk Management talk weather conditions and demand for U.S. commodities, especially corn, soybeans, wheat and beef.

This week, discuss a breakdown from the US Dollar, rally highs for Poland, breadth in small caps, and near highs for the Nasdaq-100

Paul Bloxham, our Sydney-based Chief Economist for Australia, New Zealand and Global Commodities, drops by the London studio to discuss how tariff uncertainties and global growth worries are affecting commodity prices.Disclaimer: https://www.research.hsbc.com/R/101/2scKXzMStay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research.

Jun 4, 2025 – FS Insider interviews Bruce Mehlman of Mehlman Consulting, discussing the Trump administration's aggressive policy agenda and the unprecedented judicial challenges it faces, with over 300 lawsuits and 170 temporary...

At the Natural Resource Stocks Expo 2025, Kevin Bullock, President & CEO of NexGold Mining (TSXV: NEXG | OTCQX: NXGCF), shares how the company was formed through a series of recent mergers and now holds two advanced gold projects in Canada—each with 3 million ounces of resources.He explains the company's strategy to build smaller, financeable mines with near-term production potential, backed by billionaire philanthropist Frank Giustra. Bullock also highlights NexGold's strong permitting progress, its agreement with First Nations in Nova Scotia, and why he believes now is the time for investors to take a serious look at the company.Learn more about NextGold Mining: https://nexgold.com/Watch the full YouTube interview here: https://youtu.be/4Gyq_Xp-G20And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

North Arrow Minerals (TSXV: NAR) demonstrates how exploration in geographically challenging terrains can lead to significant mineral discoveries, as seen in their Kraaipan Gold Project in Botswana.In this interview, President & CEO Eira Thomas shares their company's technology-driven exploration strategy, along with key details investors should know about their recently launched three-month reverse-circulation (RC) drill sampling program—a cost-effective approach that aims to fast-track exploration at the project.From the background of their joint venture with Rockman Resources Limited to the potential of the underexplored Kraaipan Greenstone Belt, discover how North Arrow Minerals stands out in the junior exploration space.Check out North Arrow Minerals' website: https://www.northarrowminerals.comWatch the full YouTube interview here: https://youtu.be/YMfdTQkm5B8And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

- Matt Bennett, AgMarket.net- Aaron Curtis, MID-CO.com- Ellen Dearden, AgReview ★ Support this podcast ★

- Matt Bennett, AgMarket.net- Prepping for 4-H Summer Camp- Wayback with NSRL, @ILSoybean, & Haiti- Mike Tannura, Tstorm.net ★ Support this podcast ★

Our coverage of World Pork Expo 2025 continues, sponsored by Cargill. We have conversations with Brett Stuart of Global AgriTrends, Dave Delaney and Bill Polovin of Ever Ag, and Don Roose of U.S. Commodities. Market action perspective with Todd Horwitz of bubbatrading.com.See omnystudio.com/listener for privacy information.

- Greg Johnson, TGM Total Grain Marketing- ILLINOIS Innovation Network's Distillery Labs- Drew Lerner, World Weather, Inc. ★ Support this podcast ★

Jarden’s Head of Commodities comments on the first GDT auction of the new season - “The positive momentum that we saw coming into the season, right up until the penultimate event, now looks to be lost with the overall event falling 1.6% and several of the key individual products coming under pressure. WMP -3.7%, SMP -1.1%, AMF 1.4%, Butter 0%, BMP -6.1% and Cheese -4.2%.”See omnystudio.com/listener for privacy information.

Jun 2, 2025 – Curious about the new "big, beautiful (tax) bill" making its way through Congress? Jim Puplava and tax expert Dan Pilla dive into the new legislation, where it currently stands, and some of the implications it has for tax policy...

  If uncertainty is the new normal – how can the commodities markets and participants adapt? What does that mean for costs, supply chains and people.  In May we held our latest Live Event in London, in partnership with ITFA. The event was hosted by Aon, with additional sponsorship by Atradius, Brown Brothers Harriman, Coface, Natixis Partners, Pole Star Global, The Mercury Group and RESCOM. Our panellists debated themes including the sources of uncertainty, and what it means for markets, prices and participants. What are the impacts of tariffs and geopolitical tensions? What is the state of the talent landscape as a new generation of professionals, and new businesses, confront these challenges? Is a new generation of deep specialists ready? Joining podcast host, Paul Chapman was Stuart Lawson, Global Head at Aon Credit Solutions; Khushroo Pochkhanawalla, Commodity Risk Director at The Heineken Company; Matthew Chamberlain, CEO at the London Metal Exchange; Marieke Franssen, Managing Director of Natixis Corporate & Investment Banking and William Tully, Head of Business Development at Brown Brothers Harriman Commodities & Logistics.

- Naomi Blohm, TotalFarmMarketing.com- Mental Health Farm Assets- 10 Years of PCM Data with @ILCorn @farmdocdaily- Don Day, DayWeather.com ★ Support this podcast ★

Supply Chain Disruption Solutions: Rural America's Role in Manufacturing Recovery

National FFA President Thaddeus Bergschneider gives an update on his term. BASF technical service rep Jared Roskamp discusses spring planting season and early growing conditions.DTN ag memeteorologist John Baranick details active weather over the first two weeks of June.  

With Trump imposing new import tariffs on steel and aluminium, prices of the two metals on the US physical market have soared, lifting shares of domestic steelmakers. However, there is still a glimmer of hope on the trade front, with reports emerging that Donald Trump and Xi Jinping are set to hold talks ‘very soon'. Meanwhile, stock markets around the world have seen some volatility as investors digest the latest manufacturing activity data. Treasury yields, which have been in the spotlight recently, remained stable overnight after strong demand was seen at a 10-year Japanese government bond auction. Joining us on the show today is Manuel Villegas from Next Generation Research, who gives us an update on digital assets.(00:00) - Introduction: Helen Freer, Investment Writing (00:28) - Markets wrap-up: Lucija Caculovic, Investment Writing (07:30) - Digital assets update: Manuel Villegas, Next Generation Research (11:34) - Closing remarks: Helen Freer, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

- Curt Kimmel, AgMarket.net- NCGA Policy Update with Kenny Hartman, Jr.- Ed Usset, University of Minnesota- Mark Russo, EverStream.ai ★ Support this podcast ★

CEO of American Critical Minerals (OTCQB: APCOF | CSE: KCLI) Simon Clarke believes the U.S. is headed in the right direction when it comes to support for domestic mining and exploration projects, and with potash now joining lithium on the official list of critical minerals, the future for both commodities looks very bright. Simon breaks down how American Critical Minerals plans to capitalize, with their Green River Lithium-Potash project in Utah.American Critical Minerals Website: https://acmineralscorp.comFollow the Company on X: https://x.com/MineralsCorpDisclaimer: Commodity Culture was compensated by American Critical Minerals for producing this interview. Jesse Day is not a shareholder of American Critical Minerals. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Illinois Farm Bureau Director of State Legislation Chris Davis recaps the recently completed spring legislative session. Brent Clair provides a CropWatcher report from Adams County. Joe Camp at Commstock Investments previews a new market week.  

Mukarram Mawjood, Chief Investment Officer at Blackstone Commodity GroupMukarram Mawjood is the Chief Investment Officer at Blackstone Commodity Group, where he specializes in alternative investments and commodities. With over 20 years of experience in global markets, Mukarram possesses a sharp insight into market cycles, enabling him to navigate both bullish and bearish environments with expertise.Having lived in key financial hubs across Asia, the Middle East, and the United States, Mukarram understands the evolving dynamics of the global financial landscape. He has extensive trading experience in energy markets and precious metals, particularly physical gold and silver, as well as major asset classes including futures and equities.His impressive background includes critical roles in trading and investment strategy, where he has successfully guided stakeholders through pivotal market events such as the 2008 stock market crash and the subsequent surge in gold prices from 2008 to 2011, as well as the recent upswing in 2023 and 2024. Under Mukarram's leadership, Blackstone Commodity Group has implemented innovative investment strategies in alternative assets that empower clients to protect and grow their assets and seize new opportunities.A passionate advocate for financial literacy, Mukarram believes in the power of knowledge to empower investors. He actively educates youth aged 16 to 22 on the fundamentals of investing and the importance of financial responsibility. Through his trading competition, “The Young Trader of the Year,” he inspires young minds and fosters a lasting respect for the financial world.In addition to his role at his company, Mukarram served as a guest lecturer in commodities and alternative investments at UCLA extension, sharing his expertise with the next generation of finance professionals.  

Mukarram Mawjood, Chief Investment Officer at Blackstone Commodity GroupMukarram Mawjood is the Chief Investment Officer at Blackstone Commodity Group, where he specializes in alternative investments and commodities. With over 20 years of experience in global markets, Mukarram possesses a sharp insight into market cycles, enabling him to navigate both bullish and bearish environments with expertise.Having lived in key financial hubs across Asia, the Middle East, and the United States, Mukarram understands the evolving dynamics of the global financial landscape. He has extensive trading experience in energy markets and precious metals, particularly physical gold and silver, as well as major asset classes including futures and equities.His impressive background includes critical roles in trading and investment strategy, where he has successfully guided stakeholders through pivotal market events such as the 2008 stock market crash and the subsequent surge in gold prices from 2008 to 2011, as well as the recent upswing in 2023 and 2024. Under Mukarram's leadership, Blackstone Commodity Group has implemented innovative investment strategies in alternative assets that empower clients to protect and grow their assets and seize new opportunities.A passionate advocate for financial literacy, Mukarram believes in the power of knowledge to empower investors. He actively educates youth aged 16 to 22 on the fundamentals of investing and the importance of financial responsibility. Through his trading competition, “The Young Trader of the Year,” he inspires young minds and fosters a lasting respect for the financial world.In addition to his role at his company, Mukarram served as a guest lecturer in commodities and alternative investments at UCLA extension, sharing his expertise with the next generation of finance professionals.  

The Aussie market has had a slow start to the month remaining mostly flat. Stevie is back for the podcast today (even though his voice may not be) to discuss the last month’s performance with Laura, and the mixed news around tariffs which could have kept markets cautious. Commodity prices were in focus today on the back of rising geopolitical tensions, they look at how the sectors performed with many seeing losses, and the stocks that caught attention including Bluescope. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

May 30, 2025 – Are markets poised for a breakout or bracing for chaos? Jim Puplava and John Kosar of Asbury Research dive into the forces driving today's volatile markets. Kosar reveals why his risk-on model is bullish since April 24th, spotlighting...

  This weekend’s KE Report dives deep into two pivotal commodity trends:   Matt Geiger of MJG Capital outlines why it’s “game on” for junior...

In this episode of Trading Justice, we break down the latest twists in the ongoing trade war, including new legal developments that are adding fresh complexity to the tariff landscape. What do they mean for markets, and what paths lie ahead? We also dive deep into Nvidia's earnings, with Matt analyzing both the bullish highlights and red flags in what many see as the most important report of the season. We round out the show with this week's Top 5 stock stories and a lively round of “Stock It or Drop It,” where Matt gives his long-term takes on names like Tesla, Apple, and AMD. Another value-packed episode you won't want to miss.

May 29, 2025 – What happens when AI systems start inventing new materials, running billion-dollar companies, and making decisions in government? In this insightful conversation, Cris Sheridan interviews Dr. Alan D. Thompson, renowned AI...

May 30, 2025 – What if the next great investment opportunity isn't in tech stocks—but in the raw materials powering our digital future? In today's Big Picture segment of the Financial Sense Newshour, Jim Puplava revisits the thesis behind...

- Mike Zuzolo, GlobalCommResearch.com- Mr. Wonderful on Trump Tariffs- Murray Wise Associates Farmland Value Update- Eric Snodgrass, NutrienAgSolutions.com ★ Support this podcast ★

Corn and soybeans settled 15-20 cents lower on the week, largely pressured by favorable weather. Cash cattle trade continues to set records, but futures haven't followed the strength. Don Roose with U.S. Commodities recapped the trade. Topics: - Risk premium evaporates - Seasonalities emerge - Status of tariffs/negotiations - Cattle futures ignore cash strength - Hog seasonals

Panelists - Alan Brugler, A&N Economics LLC - Shane Holtorf, Logic Ag Marketing   - Chip Nellinger, Blue Reef Agri-Marketing ★ Support this podcast ★

- Matt Bennett, AgMarket.net- Crop Insurance and the Big Beautiful Bill- Mike Tannura, Tstorm.net ★ Support this podcast ★

May 28, 2025 – Fintech expert Rich Turrin joins FS Insider to discuss the latest trends and breakthroughs with stablecoins, agentic AI, quantum computing, and how China is taking a lead across industries. He explores stablecoins' role as private...

May 27, 2025 – What's in store for the 2025 US economy in the second half of this year? In a thought-provoking discussion with FS Insider's Cris Sheridan, Alpine Macro's David Abramson suggests a second-half slowdown but one that...

Today, we discuss credit risk and stress testing in volatile and uncertain times. What is the function of credit risk within the commodities sector? How crucial is it? What does good look like - how best to organize, lead and deliver it? And what do we mean by stress testing? And how can organizations make themselves more robust for the future? Our guest is Jan-Peter Onstwedder. Jan-Peter has been head of commodity risk groups for global banks as well as at trading organizations and is now  an Enco Insight Partner. As an Enco Insight partner, JP is providing independent, peer -to -peer, advice and to leaders within organizations that are developing or strengthening their risk and trading functions. For more on Enco's advisory network visit: https://www.encoinsights.com/solutions/insight-partners

May 26, 2025 – In today's Lifetime Planning segment of the Financial Sense Newshour, Jim Puplava and Bill Harris, author of The Investment Tax Guide: How to Slash Your Taxes, explore ten tax-saving strategies, from 401(k) optimization and asset...