Podcasts about commodities

Sep 11, 2025 – Are we on the brink of a second Cold War turning hot? Geopolitical strategist Christian Takushi reveals the hidden forces reshaping global power—and why the West may be more vulnerable than we think. In this riveting discussion, Takushi delves...

Eric Criscuolo, Market Strategist at the NYSE, recaps a week of mixed equity performance, with AI and semiconductor stocks leading while Apple lagged. Labor data revisions and rising jobless claims signaled a softer job market, raising Fed policy questions. Inflation data was mixed, with PPI cooling but CPI still elevated. Commodities saw a major copper merger and modest oil gains. Criscuolo flags next week's Fed decision and Powell's press conference as key market drivers.

USDA REPORT DAY Panelists- Ellen Dearden, AgReview- Greg Johnson, TGM- Shane Holtorf, Logic Ag Marketing ★ Support this podcast ★

USDA Report Day- Mike Zuzolo, GlobalCommResearch.com- Eric Snodgrass, NutrienAgSolutions.com ★ Support this podcast ★

PLEDGE TODAY @ WILLGIVE.ORGT H A N K   Y O U - Matt Bennett, AgMarket.net- Efficiency of the Soybean Crush- Mike Tannura, Tstorm.net ★ Support this podcast ★

No episódio de hoje do BBcast Agro, Teodoro Contin, assessor de Agronegócios do Banco do Brasil em Barretos (SP), apresenta o cenário da bovinocultura de corte. O mercado segue aquecido, com preços firmes no mercado interno e exportações em ritmo acelerado.Destaques do episódio:

Note: Nick Estes and I have launched a new project called Pod Kapital in which we will be reading canonical Marxist texts for weekly episodes on his Substack. I will be posting the audio editions for all my patrons but if you want to watch the video edition, you will have to sign up behind his paywall! I encourage you to do so anyway for the great content he is posting ! The Red-Brown alliance is finally happening! The American Indian-Iranian alliance, that is. Host of the East Is a Podcast, Sina Rahmani, joins the Red Scare Podcast for the “Pod Kapital” series, where we dissect and discuss classic Marxist texts. We're aiming for the fences for the first reading, starting with Karl Marx's magnum opus: Capital: A Critique of Political Economy, Vol. 1 (1867).  We're offering this introduction for free, hoping that you will subscribe to the Substack to join our semi-weekly classes. This eight-week course will meet via livestream on Substack every Tuesday at 1 pm CT. Recordings will be reposted for those who cannot attend the livestreams but still want to follow along. Here's the reading and podcast schedule:  September 9: Introduction: Seeing the Monster September 16: Part 1: The Commodity and Money September 23: Part 2: Money and Capital September 30: No Class October 7: No Class October 14: Part 3: Absolute Surplus Value October 21: Part 4: Relative Surplus Value October 28: Parts 5 & 6: Surplus Value and Wages November 4: Part 7: Process of Accumulation November 11: Part 8: Original Accumulation November 18: Conclusion: The Secrets of Political Economy There are several English translations of Capital. For this series, we'll be using the recent Princeton version, translated and edited by Paul Reitter. We also recommend, and will be referencing, the Ben Fowkes translation and the English version available for free at Marxists.org. Purchasing a copy of the book isn't a prerequisite for participating in this study group. (If you're interested in a critical conversation about the Princeton translation, check out the episode of Guerrilla History with Paul North and Paul Reitter.) Sina will also be referring directly to the original German texts found at the Marx-Engels-Gesamtausgabe (MEGA) archives. Jonathan Sperber's Karl Marx: A Nineteenth Century Life (2013) is an excellent intellectual biography of Karl Marx. We will be referring to it throughout the series. We hope that you read along. But we also want to provide you with enough context and analysis that may inspire you to read or give a foundational overview of Capital.  Each episode will be structured with an introduction, a summary, and a critical reflection on the reading, concluding with answering subscriber questions about the text. We hope you tune in to the livestream or post your questions in the comments section or chat function.  Pilamayaye ota! Many thanks for your continued support.

Sep 9, 2025 – Is the US dollar nearing a historic turning point? Join Cris Sheridan and market strategist Marc Chandler for an unfiltered, must-hear discussion—where currencies, commodities, and global power collide...

Recognized as a 2025 TSX Venture 50 company, First Nordic Metals (TSX.V: FNM | FNSE: FNMC SDB | OTCQB: FNMCF | FRA: HEG0) is advancing its flagship Barsele project in Sweden, which already hosts 2.4 million ounces of indicated and inferred gold and sits in a joint venture with Agnico Eagle.In this interview, CEO Taj Singh shares updates on recent drilling at Aida, upcoming Nippas results, and the broader Gold Line Belt strategy. The interview also highlights a $15.4 million financing and the acquisition of EMX Royalty, which strengthens First Nordic's growth and district-scale potential.Learn more about First Nordic Metals: https://firstnordicmetals.com/Watch the full YouTube interview here: https://youtu.be/D53Zc3-6lik?feature=sharedAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

FALL FUND DRIVET H A N K   Y O U 217-244-9455 or willgive.org- Greg Johnson, Total Grain Marketing- Drew Lerner, World Weather, Inc. ★ Support this podcast ★

Energy, trade, technology and the green transition – the biggest questions in the oil and gas world converge this week at the 41st annual Asia Pacific Petroleum Conference or APPEC right here in Singapore. Hosted by S&P Global Commodity Insights, APPEC features over 200 industry leading speakers, and is said to deliver unparalleled insights into the future of the global energy landscape. MONEY FM is in the thick of it all, as Money Matters’ finance presenter Chua Tian Tian brings you a series of “On the Go” Under the Radar Specials from our on-site booth with key leaders driving conversations ranging from Southeast Asia’s energy transition, to the forces shaping oil prices, global shipping and supply chains. In the second of three interviews, she spoke with Atul Arya, Chief Energy Strategist of S&P Global Commodity Insights , who gave an overview of the energy transition and net zero efforts in the global industry and the marketplace. The duo also talked about what the energy mix will look like by the end of the decade, and whether the widespread use of nuclear power for data centres can be a reality.See omnystudio.com/listener for privacy information.

September 8, 2025 – Think you know who really benefits from today's tax laws? In this eye-opening episode, Jim Puplava and renowned tax expert Dan Pilla pull back the curtain on the truth behind the headlines. Together, they break down the latest...

Legend alarm on the podcast! We are happy to welcome the Haggerty's family, Ian and Dianne, together with their son Matthew, on the podcast sharing their 30+ year journey- from being considered the hippie weirdos to leading a movement in Western Australia- showing that you can absolutely farm regeneratively at scale, in this case over 60,000 acres, with deep regeneration. Leading regenerative farmer and co-founder of Natural Intelligence Farming (NIF), the Haggertys' farm is a living example of a harmonious alignment of soil, plant, animal, and human microbiomes in farm ecosystems.They regularly take on new land, but only if they feel the land wants and needs them to manage it. In other words, they don't go looking for land, the land finds them. Often this land is extremely degraded, and they bring it back to life with the help of sheep, whose gut microbiome kickstarts regeneration, followed by well-integrated annuals.We also dive into the different water cycles they are influencing and how these have even affected local rainfall. Of course, we unpack the massive mindset shift that is fundamental in the regenerative transition, vibrations, quantum agriculture, and rebuilding local supply webs. We cover it all. More about this episode.==========================In Investing in Regenerative Agriculture and Food podcast show we talk to the pioneers in the regenerative food and agriculture space to learn more on how to put our money to work to regenerate soil, people, local communities and ecosystems while making an appropriate and fair return. Hosted by Koen van Seijen.==========================

More information about Brain Lenses at brainlenses.com.Paid BL supporters receive an additional episode of the show each week.Read the written version of this episode: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit brainlenses.substack.com/subscribe

F A L L   F U N D   D R I V E  willgive.org or 217-244-9455- Naomi Blohm, Total Farm Marketing- Brian Duncan, Illinois Farm Bureau- Don Day, Day Weather ★ Support this podcast ★

Economist Dr. Gbenga Ajilore discusses how trade policy uncertainty is creating unprecedented challenges for American farmers. From rising input costs due to tariffs on steel and fertilizer to disrupted export markets, agricultural producers face daily policy changes that make long-term planning nearly impossible.

Illinois State Treasurer Michael Frerichs with monthly update.Gallatin County Fair and All Star Popcorn Day with Mariah Knight.Illinois Farm Bureau Director of Business and Regulatory Affairs Bill Bodine discusses the Electric Service Broadband Deployment and Access Law. Paul Otto with Freese-Notis Weather talks a warm up in the forecast.  

Energy, trade, technology and the green transition – the biggest questions in the oil and gas world converge this week at the 41st annual Asia Pacific Petroleum Conference or APPEC right here in Singapore. Hosted by S&P Global Commodity Insights, APPEC features over 200 industry leading speakers, and is said to deliver unparalleled insights into the future of the global energy landscape. MONEY FM is in the thick of it all, as Money Matters’ finance presenter Chua Tian Tian brings you a series of “On the Go” Under the Radar Specials from our on-site booth with key leaders driving conversations ranging from Southeast Asia’s energy transition, to the forces shaping oil prices, global shipping and supply chains. In the first of three interviews, she spoke with Dave Ernsberger, co-President of S&P Global Commodity Insights, who gave a summary of the key APPEC discussion topics and the overall macro energy outlook amid the current geopolitical backdrop.See omnystudio.com/listener for privacy information.

The three major averages on Wall St rose to record territory on Tuesday as investors looked past current concerns over the US economic stability and bought into market opportunities. The Dow Jones rose added 0.43%, the S&P500 climbed 0.27% and the tech-heavy Nasdaq ended the day up 0.37%. Revisions to payrolls data of late has been the key catalyst spooking investors with the latest revision by the labour department coming in at a reduction of 911,000 for the 12-months to March this year signalling weakness in the US labour stability. In Europe overnight, markets closed mostly higher with the STOXX600 rising 0.09%, while Germany's DAX fell 0.37%, the French CAC added 0.23% and, in the UK, the FTSE100 ended the day up 0.23%.Across the Asia region on Tuesday, markets closed mixed with Japan's Nikkei falling 0.42% while South Korea's Kospi index gained 1.26%, Hong Kong's Hang Seng rose 1.19% and China's CSI index fell 0.7%.The local market sell-off to start September has extended into the new trading week with the key index ending Tuesday's session down 0.52% as investor sentiment has been hit lately by further tariff, US economic and rate outlook uncertainty.Westpac consumer confidence data for September and NAB business confidence data for August were also both released yesterday with declines in both readings more than economists were expecting amid uncertainty on an economic level.Energy stocks continued their slide this week following OPEC+'s weekend decision to increase production of oil starting in October.Telix Pharmaceuticals (ASX:TLX) gained over 2% after reaching a deal with the US Food and Drug Administration to file a revised application for its brain cancer imaging agent, incorporating further clinical data. What to watch today:On the commodities front this morning oil is trading 0.71% higher at US$62.71/barrel, gold is up 0.12% at US$3640/ounce and iron ore is up 0.42% at US$104.93/tonne.The Aussie dollar has weakened against the greenback to buy 65.84 US cents, 97.06 Japanese Yen, 48.62 British Pence and 1 New Zealand dollar and 11 cents.Ahead of the midweek trading session the SPI futures are anticipating the ASX will open the day down 0.05%. Trading Ideas:Bell Potter has increased the 12-month price target on Lynas Rare Earths (ASX:LYC) from $7.65 to $9.35 and maintain a sell rating on the leading rare earths producer following the company highlighting its ‘Towards 2030 strategy'. The analyst sees LYC is priced for perfection, with little room for error, highlighting FY25 had higher depreciation which drove a miss on results, however, does recognise that the current themes pushing LYC higher are likely to persist as tailwinds over the short term.And Trading Central has identified a bearish signal on Breville Group (ASX:BRG) following the formation of a pattern over a period of 33-days which is roughly the same amount of time the share price may fall from the close of $30.89 to the range of $25 - $26.25 according to standard principles of technical analysis.

- Curt Kimmel, AgMarket.net- WILLAg News Update- Corn to Ethanol Research Center- Mark Russo, EverStream.ai ★ Support this podcast ★

With Friday's crop report on deck, the markets are setting up for a pivotal week. On today's Final Bell, Don Roose of U.S. Commodities in West Des Moines joins us to cover the key storylines. Highlights include: Crop report prep: What traders are positioning for. Harvest checks: Early results point to moderate yields. Déjà vu?: Is the market shaping up like last year? Basis and carry: The signals for grain marketing decisions. Livestock update: Cattle rebound while hogs turn seasonal. Roose breaks down what producers should watch heading into the report and how both grain and livestock markets could react.

Illinois Farm Bureau Youth and Collegiate Program Coordinator Taylor Hartke promote Collegiate Farm Bureau kickoffs around the state. Ron Haase provides a Crop Watcher report from Iroquois County.Lance Nacio from Anna Marie Seafood Company in Louisiana on his visit to this year's Farm Progress Show.  Joe Camp from Commstock Investments previews a new market week.  

Monica Francia (she/her) is a Naturopath based in lutruwita / Tasmania. She is a consulting Naturopath, medicine maker, Teacher and Medicinal Herb Farmer at her small scale organic and biodynamic herb farm - Hop Valley Herb Farm. She is also the Coordinator for Herbalists Without Borders Hobart, a non-profit providing accessible health care in nipaluna / Hobart and surrounds. In this episode we dive into a many layered topic that feels really important - how we can avoid the commodification of herbs. Seeing plants as commodities is almost imporssible to avoid, when we live in a world that is steeped in capitalist views of nature, and evenmoreso when our livelihoods are based on selling herbs in some for or other. Is this something you think about? What do you do in your plant walk that helps you move away from planet as commodity and towards plant as living being, teacher, ally or friend?Herbal commodities are virtually the opposite of sacred herbalism; it feels pertinent that we've unpacked a few layers of this here. Let me know your thoughts! For all our patron subscribers, Monica has gifted you all a super useful, clear and concise e-book on medicine making that she has created for her in person workshops and I love it! If you aren't a patron subscriber yet, just click the link in the shownotes and you can easily support the podcast and get access to heaps of cool herbal info from us four presenters and many of our guests.  Connect with Monica:Keen to purchase plants and herbs from Hop Valley Herb Farm? Join the mailing list at hopvalleyherbs.com.au or send her an email through the website contact form.Follow her on Instagram*BUY ME A CUPPA*If you liked the episode and want more, a cuppa fuels our work and time, which is given for free. Leave a comment and a few bucks here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.buymeacoffee.com/theeldertree⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠**THE ELDER TREE TROVE PATREON COMMUNITY**You can join our Patreon ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and gain a deeper connection to our podcast. Pay only $2 per week to have access to bonus and often exclusive resources and opportunities- plus support the Elder tree at the same time!To find out more about The Elder Tree visit the website at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.theeldertree.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and donate to the crowdfunding campaign ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.You can also follow The Elder Tree on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sign up to the newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Find out more about this podcast and the presenters ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get in touch with The Elder Tree at:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠info@theeldertree.org⁠⁠⁠⁠The intro and outro song is "⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sing for the Earth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠" and was kindly donated by Chad Wilkins.  You can find Chad's music ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

U.S. Valuations: Deutsche Bank research shows that historically, high valuations have led to weaker 10-year returns, raising questions about long-term U.S. equity performanceAI and the Mag-7: The current rally is highly concentrated in mega-cap tech stocks, creating a potential disconnect between pricing and fundamentals.Global Equities & Currencies: State Street reports that the 9% year-to-date decline in the U.S. dollar has boosted international returns, with Europe benefiting mostSector Leadership in Europe: BlackRock highlights resilience in banks, aerospace & defense, luxury, and semiconductors, while remaining cautious on healthcareDiversification: AQR stresses the importance of liquid diversifiers, like trend-following strategies, in reducing risk and improving long-term returnsPortfolio Insights:Dantes Outlook Alpha Capture ETF Model Portfolio gained 2.33% in August, outperforming its benchmark by 30 bps.Key contributors: cyclical sectors, emerging markets, inflation beneficiaries (INFL), and Eurozone/U.S. bond exposure.Year-to-date results: Moderate +6.54%, Aggressive +32.67%, Conservative +9.45%Visit us at www.dantesoutlook.com to learn more.Email damanick@dantesoutlook.com to request a meeting.

Sep 25, 2025 – What's really driving gold and silver to record levels, and why are mining stocks suddenly outshining tech giants? In this episode, Jim Puplava sits down with Greg Weldon at Weldon Live to unpack the forces shaking up markets...

Ted Oakley, Managing Partner and Founder of Oxbow Advisors, joins Julia La Roche on episode 285 to discuss the economy and markets.Sponsored by Monetary Metals. https://monetary-metals.com/julia In this episode, Ted warns that markets are extremely expensive at 23x future earnings while the economy is flatlining. He expects coming Fed rate cuts to be an Arthur Burns-style policy mistake, creating a window to sell long bonds before higher structural inflation takes hold over the next 5-10 years. Oakley advocates significant cash positions (his firm holds 50% short-term treasuries) and exposure to commodities, energy, and gold as hedges against dollar decline and inflation. He sees concerning parallels to late 1990s day-trading mania among retail investors and emphasizes risk management over aggressive growth, particularly for older investors who need to preserve wealth rather than chase returns.With more than forty years of experience in advising high-net-worth clients in the investment industry, Oakley implements the firm's proprietary investment strategies and the “Oxbow Principles” to provide a unique investment perspective. He is a frequent guest on FOX Business News, Bloomberg Radio, KITCO News, Cheddar TV, Yahoo Finance, and many more. Oakley is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). He is a member of the Austin Society of Financial Analysts. He is also a Partner of Herndon Plant Oakley Ltd., an investment company. He is a Board Member of Texas State Aquarium, American Bank, and American Bank Holding Company. Mr. Oakley is a United States Army Veteran. Oakley began his career in Dallas, Texas, over 35 years ago. He is the author of nine books: You Sold Your Company, $20 Million and Broke, Rich Kids Broke Kids – The Failure of Traditional Estate Planning, Crazy Time – Surviving the First 12 Months after Selling Your Company, Wall Street Lies, Danger Time, My Story, The Psychology of Staying Rich, and Your Money Mentality. Oakley's primary philanthropic interest is helping children. He is Chairman Emeritus and Founder of the Foster Angels of South Texas, the largest foster child foundation in South Texas, as well as Chairman Emeritus and Founder of Austin, Texas-based Foster Angels of Central Texas. Also, President and Founder of Advocates for Foster Children Foundation.Links:Oxbow Advisors: https://oxbowadvisors.com/YouTube: https://www.youtube.com/@OxbowAdvisorsX: https://x.com/Oxbow_AdvisorsBook: https://www.amazon.com/Second-Generation-Wealth-What-Want/dp/1966629168Timestamps: 0:00 Welcome and intro0:51 Big picture outlook - market extremely expensive 2:10 Disconnect between economy and markets - flatlining economy vs rising stocks3:20 48 years in markets - emotions never change at highs and lows4:43 Fed rate cuts coming - Arthur Burns mistake repeating6:24 Sell long bonds opportunity - inflation higher for next 5-10 years9:08 Most people don't know what's in their portfolios10:27 Rate cuts won't significantly impact 30-year rates12:02 Can Fed solve inflation? Only through Volcker-style aggressive tightening13:28 Jobs report 14:20 Recession outlook - wouldn't hurt to clean up system leverage15:52 Retail investor activity - zero commissions created day trading18:22 Warning signs from individual investors - last in, last out19:49 Liquidity allocation by age - different strategies for different ages22:49 Risk management key - never lose a lot of money26:59 Finding opportunities - screening 300 good companies29:45 Current allocation - 50% short-term treasuries across strategies31:48 Gold and bonds relationship - hard assets hedge against dollar decline33:48 Commodities outlook - 25-year lows present opportunity36:15 Biggest surprise this year - tariff costs not fully passed to consumers37:54 Biggest risk - America not as strong militarily as we think39:11 Optimism in American resilience and young people's potential

I started off doing a reading from my latest article at BISH about the difference between a kink and a fetish. You can read that here https://www.bishuk.com/your-questions/whats-the-difference-between-a-kink-and-a-fetish/ Then I went off on one talking about how an ethical fetishist (which many of us probably are) is probably doing something more consensual than most of the other kinds of fetishisations we may take part in in our daily lives. Commodities, labels, and ourselves. All of which might amount to us being little capitalists, micro-fascisms. Jeremy Gilbert wrote a piece about his book here https://www.opendemocracy.net/en/opendemocracyuk/common-ground/ Here's that paper on infantilisation and becoming-child https://www.tandfonline.com/doi/full/10.1080/00131857.2022.2128759#d1e417 Here's my stream with Sinan https://www.twitch.tv/videos/2554705347

Sep 5, 2025 – Gold hit a new record high this week, while silver surged above $40 for the first time in 14 years. Financial Sense's Jim Puplava interviews Mish Schneider, Chief Strategist at MarketGauge, covering the big move in metals and mining stocks, sector...

Phillip Streible examines the commodities market following a weak jobs report that sent 10-year Treasury yields to a low not seen since April. He discusses the potential for a 50 basis point interest rate cut at the Federal Reserve's September meeting and its impact on gold prices, which have rallied to record highs. He also weighs in on the likelihood of gold reaching $5000 an ounce.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

- Mike Zuzolo, GlobalCommResearch.com- WILLAg News Update- Eric Snodgrass, NutrienAgSolutions.com ★ Support this podcast ★

An update on the Illinois Ag Leadership Foundation Class of 2027. IHSA historian Scott Johnson on 125 moments in 125 years of the IHSA, which was founded in 1900.Pigskin Pickins' with DeLoss, Jim and Rita.  

Dave Spickler Lighthouse Commodities

 John Batchelor 09-03 segment 13.mp3 Guest: Simon Constable writing for The Wall Street Journal and other distinguished publications. European Politics, Commodities, and Digital Identity Debates Simon Constable reports on pleasant weather in the South of France and seasonal produce. He reviews commodity prices, noting gold's all-time high, coffee's surge, and orange juice's decline. Constable discusses political crises in France, with President Macronfacing a no-confidence vote, and the UK, where Keir Starmer struggles with spending cuts and migration. He advocates for digital national ID cards as the only reasonable solution to migration. 1913 PARIS

SHOW SCHEDULE  9-3-25 CBS EYE ON THE WORLD WITH JOHN BATCHELOR GOOD EVENING: The show begins in Beijing, watching the trio of Xi, Putin and Kim review the display of offensive weapons and offensive battalions. FIRST HOUR 9-915 John Batchelor 09-03 segment 1.mp3 Guest: Colonel Jeff McCausland, United States Army retired artilleryman, CBS News, Dickinson College visiting professor, and Diamond 6 Leadership and Strategy CEO. Global Geopolitics and Military Displays Colonel Jeff McCausland discusses a Beijing military parade featuring Xi Jinping, Kim Jong-un, and Vladimir Putin, interpreting it as a message of strength and innovation, not peace, while downplaying the US role in WWII. He also covers the static battle lines in Ukraine, European proposals for a military force, and US involvement in Middle East conflicts in Yemen and Gaza, noting a tactical agreement with the Houthis. 915-930 : John Batchelor 09-03 segment 2.mp3 Guest: Colonel Jeff McCausland, United States Army retired artilleryman, CBS News, Dickinson College visiting professor, and Diamond 6 Leadership and Strategy CEO. Pentagon's Evolving Mission and Global Order Colonel Jeff McCausland discusses the new national military strategy emphasizing homeland defense as the primary mission for the Department of Defense, shifting from an international "cop on the beat" role to a domestic one. This is reflected in increased border forces and Caribbean operations. McCausland also touches on China's ambition to establish a new global order, returning to its perceived historical position as a superpower, utilizing organizations like BRICS and the Shanghai Cooperation Organization.930-945 John Batchelor 09-03 segment 3.mp3 Guest: John Cochrane at the Hoover Institution. Federal Reserve Independence and Financial Regulation John Cochrane explores the complex debate on whether financial regulation should be integrated with or separated from monetary policy and less independent of Congress. He raises concerns about the Fed's independence, its failure to foresee the Silicon Valley Bank collapse, and the "too big to fail" phenomenon. Cochrane also discusses the risks of the Fed monetizing debt, its stance on stablecoins, and how its actions influence fiscal policy. 945-1000 John Batchelor 09-03 segment 4.mp3 Guest: John Cochrane of the Hoover Institution. Reforming the Federal Reserve's Role John Cochrane addresses proposals to reorganize the Federal Reserve, questioning whether it should become more political or have its scope narrowed to monetary policy, his preferred option. He criticizes the Fed'spandemic response, specifically its decision to print trillions of dollars for deficits, which he argues was a choice leading to the 2022 inflation. Cochrane also examines the wisdom of Quantitative Easing (QE), suggesting it had limited economic impact but expanded the Fed's political influence. SECOND HOUR 10-1015 John Batchelor 09-03 segment 5.mp3 Guests: Gordon Chang and General Blaine Holt, US Air Force General, retired. China's Historical Revisionism and Autocratic Alliances Gordon Chang and General Blaine Holtdiscuss China's military parade, led by Xi Jinping, which falsely claims Chinese victory over Japan in WWII, omitting the US and Allied contributions. Holt views the parade as theater for a crumbling Belt and Road Initiative, not a united front. They note India's absence from the parade due to animosity with China. Despite appearances, Putin and Kim Jong-un also have underlying animosity towards Xi Jinping, making their alliance one of expediency, not unity.1015-1030 John Batchelor 09-03 segment 6.mp3 Guests: Gordon Chang and Peter Huessy, President of Geostrategic Analysis, a fellow at the National Institute for Deterrent Studies. China's Nuclear Ambitions and Arms Control Challenges Peter Huessy describes China's nuclear weapons as tools for coercion and hegemonic goals, a stark contrast to the US view of deterrence. He notes China's rapid nuclear buildup, exceeding Soviet Union rates during the Cold War. Huessy and Gordon Chang discuss the imminent expiration of the New Start treaty with Russia and the absence of arms control talks with China, which has historically aided proliferation. This signals a "brave new world" with zero legal restraint on nuclear weapons.1030-1045 : John Batchelor 09-03 segment 7.mp3 Guests: Gordon Chang and Captain James Fanell, United States Navy retired, intelligence officer for the Seventh Fleet and for the Indo-Pacific Theater. Pacific Tensions: Philippines, China, and US Naval Strategy Captain James Fanell and Gordon Chang analyze China's strategic ambition to subjugate the Philippines, building militarized islands in the South China Sea. Fanell highlights Scarborough Shoal as a critical "cork in the bottle," potentially used by China as a military base. He notes the Philippines' new forward operating base with anti-ship missiles in the Bashi Channel as a counter. Fanell suggests a reinvigorated US Navymorale and a shift in the Pentagon's approach to deter China.1045-1100 John Batchelor 09-03 segment 8.mp3 Guests: Gordon Chang and Rebecca Grant, Vice President of the Lexington Institute. Venezuela, Guyana, and US Deterrence in the Caribbean Rebecca Grant discusses Guyana'sburgeoning oil wealth and Venezuela's threatening territorial claims under Maduro, who also opposes democracy. She and Gordon Chang analyze a significant US Navy presence off Venezuela's coast, including destroyers and a Marine Expeditionary Unit, as a strong deterrent against Maduro's actions and his alliances with Russia and China. Grantindicates improving morale and combat readiness within the US Navy, emphasizing its vital role in global operations. THIRD HOUR John Batchelor 09-03 segment 9.mp3 Guest: Brett Arends of Market Watch (Return on Investment). Bond Market Anxiety and Federal Reserve Pressures Brett Arends explains the bond market's current unhappiness stems from unsustainable national debt and uncertainty surrounding President Trump's tariffs. He clarifies that the Fedcontrols short-term rates, while the bond market sets long-term rates. Arends warns that Trump's pressure on the Fed to cut short-term rates could paradoxically cause long-term rates, including mortgage rates, to rise, hurting the economy and exacerbating market nervousness. He emphasizes the need for fiscal sustainability. 1100-1115 : John Batchelor 09-03 segment 9.mp3 Guest: Brett Arends of Market Watch (Return on Investment). Bond Market Anxiety and Federal Reserve Pressures Brett Arends explains the bond market's current unhappiness stems from unsustainable national debt and uncertainty surrounding President Trump's tariffs. He clarifies that the Fedcontrols short-term rates, while the bond market sets long-term rates. Arends warns that Trump's pressure on the Fed to cut short-term rates could paradoxically cause long-term rates, including mortgage rates, to rise, hurting the economy and exacerbating market nervousness. He emphasizes the need for fiscal sustainability. 1115-1130 John Batchelor 09-03 segment 10.mp3 Guest: Brett Arends of Market Watch. Addressing Bond Market Turmoil Brett Arends explains that the troubled bond market stems from unsustainable national debt and recent court rulings questioning President Trump's tariffs. He advises Donald Trump to support Federal Reserve independence, abandon attacks on Jerome Powell and Lisa Cook, and work with Congress on tariffs to ensure fiscal sustainability and calm market anxieties. Arends notes that gold's all-time high reflects a lack of market confidence.1130-1145 John Batchelor 09-03 segment 11.mp3 Guest: Bob Zimmerman who keeps the website Behind the Black. New Discoveries in Space and Planetary Science Bob Zimmerman highlights new solar research using the European Space Agency's Solar Orbiter probe, improving predictions of solar events that impact Earth's technology. He discusses the uniqueness of stars, Juice's Venus flyby en route to Jupiter, and Mars' chaotic mantle structure. Zimmermanemphasizes Mars' ample near-surface ice, making it attractive for colonization, and presents an exoplanet found in an accretion disc, challenging planetary formation theories.1145-1200 John Batchelor 09-03 segment 12.mp3 Guest: Bob Zimmerman who keeps the website Behind the Black. NASA Unionization and SpaceX Milestones Bob Zimmerman addresses the recent executive order by President Trumpeliminating unions at NASA and other agencies, arguing that government unions are inefficient and costly. He then praises SpaceX's achievements, including a Falcon 9 first stage completing its 30th flight—a new reuse record. Zimmerman notes SpaceX is significantly reducing launch costs and enabling new space technologies like Starlink, also mentioning the reuse of a Starship super heavy booster. FOURTH HOUR 12-1215 John Batchelor 09-03 segment 13.mp3 Guest: Simon Constable writing for The Wall Street Journal and other distinguished publications. European Politics, Commodities, and Digital Identity Debates Simon Constable reports on pleasant weather in the South of France and seasonal produce. He reviews commodity prices, noting gold's all-time high, coffee's surge, and orange juice's decline. Constable discusses political crises in France, with President Macronfacing a no-confidence vote, and the UK, where Keir Starmer struggles with spending cuts and migration. He advocates for digital national ID cards as the only reasonable solution to migration.1215-1230 : John Batchelor 09-03 segment 14.mp3 Guest: Simon Constable writing for The Wall Street Journal and other distinguished publications. The Rise of AI in Romance Simon Constable shares surprising polling data from the Kinsey Institute on romantic engagement with AI. He reveals that 16% of single adult Americans romantically interact with AI, with Gen Z being the most likely cohort at 33%. Furthermore, 44% of single Americans dating AI believe emotional support from an AI partner is superior to human support, highlighting a stark generational shift in romantic relationships.1230-1245 John Batchelor 09-03 segment 15.mp3 Guest: Janatyn Sayeh from the Foundation for Defense of Democracies. Iran's Nuclear Dilemma and Regional Threats Janatyn Sayeh discusses the looming snapback mechanism of the 2015 JCPOA, which could reinstate UN sanctions on Iran if it fails to comply with demands. Iran's non-compliance has its currency hitting new lows, yet Tehran threatens regional war and exiting the NPT if sanctions return. Sayeh notes Iran seeks rearmament, primarily from China, with Belarus and North Korea acting as potential intermediaries for Russian weapons.1245-100 AM John Batchelor 09-03 segment 16.mp3 Guest: Ivana Stradner from the Foundation for the Defense of Democracies. Autocracy and Protests in the Western Balkans Ivana Stradner reports on mass protests in Belgrade demanding snap elections following a fatal accident and criticizing President Alexander Vučić's autocratic regime, which she likens to "Belarus 2.0". Vučić is accused of corruption and suppressing free media, while fostering close military and economic ties with China and Russia to maintain power and "blackmail" the West. Stradner expresses concern over the repression against Serbian people.

Sep 4, 2025 – What happens when politics, technology, and global alliances collide? In this wide-ranging interview, renowned strategist David Woo joins FS Insider's Cris Sheridan to discuss the high-stakes battle for control at the Federal Reserve...

Panelists - Logan Kimmel, RoachAg.com - John Zanker, RMCommodities.com - Mike Zuzolo, GlobalCommResearch.com ★ Support this podcast ★

- Matt Bennett, AgMarket.net- U of IL ACES Leadership Panel- Mike Tannura, Tstorm.net ★ Support this podcast ★

Commodity markets are always evolving, and it can be tricky to stay consistently informed. To keep you and your farming operation in the know, Jody Lawrence of Strategic Trading Advisors joins this “FieldLink Podcast” episode to discuss the current commodity markets as we approach harvest.   Follow Helena Agri on social media to stay informed:   Facebook: https://bit.ly/3pq8XVJ Instagram: https://bit.ly/347QAO8 X: https://bit.ly/3hwvWdG LinkedIn: https://bit.ly/3pwWLTh YouTube: https://bit.ly/35pLLQJ

Illinois Farm Bureau Assistant Director of State Legislation Anna McKinley discusses deer nuisance legislation that has been signed into law in Illinois.  Celebrating WSMI's 75th anniversary. Jack Weddle with the Metamora Association For Historic Preservation discusses the town's connection to the Underground Railroad. 

Fossil fuels are losing growth potential, while renewables continue to rise. Commodities like lithium and copper may shape the next wave of energy investments.Veteran oil trader, author, and Founder of The Energy Word, Dan Dicker, discusses why oil companies are facing flat returns, the role of politics in renewable energy, and why lithium and natural gas could be smart long-term plays.Find out in this interview how to separate hype from real opportunities in today's energy market.Learn more about The Energy Word and try the free subscription: https://dandicker.comWatch the full YouTube interview here: https://youtu.be/toYQAZaZTYUAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

Discover why tokenized commodities, dollar stablecoins, and Treasuries are booming—and how Carlos Domingo's new Apollo private credit fund raced to $100 million in no time.

- Greg Johnson, TGM TotalGrainMarketing.com- Allendale Releases its Farmer Yield Survey Results- Drew Lerner, Frost / Freeze Worries this Weekend ★ Support this podcast ★

Today, we return to the subject of investing in the global commodities markets. What are the key narratives out there on Main Street, Wall street and K Street and how are they shaping opportunities? How can you sort narrative from thesis? How does policy volatility and geopolitical volatility impact investments? And in a potential return to 1970s -style stagflation, what does that mean for commodities and portfolio theory? Our guest is Shia Hosseinzadeh, Founder and Chief Investment officer of OnyxPoint Global Management LP, an alternative asset manager focused on businesses serving the commodities sector. For more on OnyxPoint visit: https://www.onyxpointglobal.com/our-firmFor the Argus Global Markets Conference sign up here: https://www.argusmedia.com/en/events/conferences/global-markets-conference

In this episode of Spotlight, Stephanie Stanton ‪@etfguide‬ chats with with John Love, CFA and CEO of USCF investments. This episode dives into gold income strategies, commodity diversification opportunities, and key insights on copper and natural gas markets.  John Love of USCF Investments breaks down the USCF Gold Strategy Plus Income ETF (USG), which combines physical gold exposure with quarterly income via options strategies—a unique approach for investors seeking steady returns alongside precious metals.  We also explore the SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI), which leverages broad commodity trends to diversify portfolios beyond stocks and bonds, as well as examining copper's soaring demand due to electrification and AI growth, while analyzing natural gas ETFs like the United States Natural Gas Fund (UNG).  *********To learn more about USCF Investments visithttp://www.USCFInvestments.com 

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Don Casturo, CIO at Quantix Commodities LP and Kristof Gleich, President & CIO at Harbor Capital to discuss: how to invest more thoughtfully in a broad basket of commodities, how investors typically allocate to commodities as an asset class, why the index doesn't make sense anymore and how commodities can hedge more traditional portfolios. Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 1, 2025 – Discover how retiring business owners can unlock powerful, little-known tax advantages while preserving their legacy in this insightful interview with Lawrence Kaplan of CSG Partners. Financial Sense host Jim Puplava explores how employee...

Copper Fox Metals (TSXV: CUU | OTCQX: CPFXF | FSE: HPU) is advancing the Schaft Creek project, one of the largest undeveloped porphyry copper deposits in North America, with 10 billion pounds of copper in all resource categories, 8 million ounces of gold, plus silver and molybdenum.In this interview, President & CEO Elmer B. Stewart shares the latest on Schaft Creek, its path toward feasibility, and what's driving a recent strong buy rating from analysts. He also provides updates on their Sombrero Butte, Eaglehead, and Mineral Mountain projects.Learn more about Copper Fox Metals: https://copperfoxmetals.comWatch the full YouTube interview here: https://youtu.be/cqyyp6DjJhUAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1