Podcasts about commodities

Jun 16, 2026 – The Boock Report's Peter Boockvar discusses the AI capex boom, SpaceX's valuation, data center overbuilding risks, inflation volatility, Fed policy, and why oil, gold, silver, and commodities may still have room to run...

In this episode, Ted Oakley, founder and managing partner of Oxbow Advisors with 49 years in the business, warns the market is exhibiting all the markings of late stage using a Warren Buffett 1999 quote: "when you get to the point where every single thing that people do, any kind of strategy is up in the market...you're probably toward the end." He describes it as a "lemmings market" where followers are piling in, notes IPOs are bursting (90% lose money over 135 years), and reveals the Mag 7 is mostly down since November with only semiconductors rallying. Oakley warns baby boomers are "brain dead" and way over-invested in stocks at historic highs as a percentage of assets—if a bear market hits like 2000-2003 (down 55%), they lack the liquidity to sustain their lifestyle during down years. He's adding back gold after it corrected from $5,500 to $4,000, buying copper and natural gas as plays on AI infrastructure needs, and positioning for a commodity supercycle in early innings driven by countries hoarding raw materials. Oakley reveals energy is "dramatically cheap" with 6-8% dividends, oil reserves are depleted, and he's building a "well to the end" strategy with producers and pipelines that "can't be replaced"—like railroads. He explains gold is becoming the new currency reserve as countries dump treasuries for gold, warns private credit is a blowup risk at 11.75% rates, and emphasizes that for SpaceX windfall employees, they should take money off the table and ice enough for life. His parting advice: stick with your principles and don't let the hype throw you off.Thank you to our sponsor Monetary Metals. Learn more at https://www.monetary-metals.com/julia/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 Opening and introduction1:23 Market assessment 2:40 IPOs3:49 Late stage market indicators 7:14 Added back gold after trimming early year, mining stocks down 30%8:05 Copper and natural gas needed for AI infrastructure8:25 Companies on fundamentals, not macro chasing11:16 Next 10 years commodity-based market12:51 Commodity supercycle early innings18:54 Energy thesis21:47 Gold thesis - Currency reserve replacing treasuries28:30 Bifurcated economy29:18 Baby boomers way overinvested32:30 Everybody's in market more than any time37:25 Biggest risk - Government nobody believes in39:53 Private credit issue 42:24 SpaceX windfall employees - Take some off table44:07 Parting thoughts - Stick with your principles

HR3 - QBs in NFC South are mostly uncertain or unproven commodities In hour three Ali Mac, Mike Johnson, and Beau Morgan quickly touch on some of the biggest headlines around the local and national sports scene, continue to react to NFL writer Nick Shook ranking the NFC South division last when it comes to quarterback play, explain why they agree and think the NFC South does indeed have the worst quarterback play in NFL right now, continue to recap and react to the Atlanta Braves losing their third series of the season and losing back-to-back series for the first time this season after losing their rubber match with New York Mets 8-1 yesterday, continue to react to the news that the Braves placed starting pitcher Spencer Strider on the 15-day injured list on Saturday after imaging revealed inflammation in his right elbow, and explain why they think Strider's dip in velocity likely means he's facing a long term injury. Then, Mike, Beau, and Ali spend some time with 92.9 The Game's own soccer insider Madison Crews Mike, Beau, Ali, and Madison discuss what Madison thought about Team USA's 4-1 win over Paraguay on Friday in their opening 2026 FIFA World Cup match, what has been the biggest surprise of the 2026 FIFA World Cup for Madison so far, how important Tim Ream has been to Team USA as their captain, what Australia's kind of surprising 2-0 win over Türkiye last night means for Team USA and their group, Group D, which 2026 FIFA World Cup teams are flying under the radar right now that people should start paying attention to, if Germany's 7-1 win over Curaçao yesterday is more a result of who Germany played or proof of how much of a force Germany will be in this year's World Cup, and what non Team USA FIFA World Cup match Team USA fans should take time to watch.

There's still no new supply of land being built, but the demand side keeps strong as new entrants are looking for places to build data centers, hunting blinds and places to park other investment gains. Doug Adams, the CEO of National Land Realty looks at the big picture playing out now and a four-letter word is the big influence.

Set the context for a joyful, exuberant day with a short, powerful message from Sadhguru. Explore a range of subjects with Sadhguru, discover how every aspect of life can be a stepping stone, and learn to make the most of the potential that a human being embodies.  Conscious Planet: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.consciousplanet.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sadhguru App (Download): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://onelink.to/sadhguru__app⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Official Sadhguru Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://isha.sadhguru.org⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sadhguru Exclusive: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://isha.sadhguru.org/in/en/sadhguru-exclusive⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Inner Engineering Link: isha.co/ieo-podcast Yogi, mystic and visionary, Sadhguru is a spiritual master with a difference. An arresting blend of profundity and pragmatism, his life and work serves as a reminder that yoga is a contemporary science, vitally relevant to our times. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 15, 2026 – Metabolic health expert Jim LaValle joins Jim Puplava to explain why being "disease free" doesn't mean you're truly healthy. They explore the overlooked drivers of premature aging, including chronic stress, poor sleep, and insulin resistance...

What happens when an asset's value depends entirely on what someone else is willing to pay? In this episode, Paul breaks down the key differences between investing in stocks and owning commodities like Bitcoin. He explains why stocks are backed by the earnings power of companies, while commodities rely on supply, demand, and investor sentiment. You'll also hear how a single influential voice can spark dramatic price swings in the crypto market — and what that means for investors.   Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.   This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information. Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser. 

The June 15, 2026, edition of the Closing Market Report covers recent agricultural commodity market trends, global supply estimates, and international weather forecasts. Curt Kimmel of AgMarket.net notes that agricultural markets are currently stabilizing, with the recent Iran war settlement expected to reduce transportation and energy costs, thereby boosting investor confidence and global grain demand. Agricultural economist Ben Brown discusses the bearish impact of the latest World Agricultural Supply and Demand Estimates (WASDE) report, which revealed a 14 million metric ton increase in global corn production, largely driven by India. Brown also highlights strong domestic soybean crush demand and notes that global wheat production increases are currently overshadowing tightening U.S. supplies. Furthermore, Brown emphasizes the strong correlation between energy and grain prices while warning of potential agricultural trade disruptions if the USMCA agreement is not extended. Finally, Mark Russo of EverStream Analytics forecasts another round of severe storms and heavy rainfall for the U.S. Corn Belt before shifting to a drier pattern, while simultaneously warning of a prolonged heat wave and declining soil moisture threatening crops in Western Europe, particularly in France.- Ag Markets with Curt Kimmel, AgMarket.net- Commodity Markets Discussion with Ben Brown- Ag Weather with Mark Russo, EverStream.ai ★ Support this podcast ★

Nesta edição, Antônio da Luz traz uma leitura clara e objetiva dos principais acontecimentos da economia que impactam diretamente o agronegócio brasileiro. Entenda os movimentos dos mercados, as tendências para o setor produtivo e os fatores que podem influenciar preços, investimentos e oportunidades nos próximos dias. Com uma análise estratégica e baseada em dados, o programa conecta os cenários nacional e internacional à realidade do campo, ajudando produtores, empresários e profissionais do agro a tomarem decisões mais conscientes e preparadas para os desafios do mercado. ➡

Even as geopolitical tensions roil financial markets, wealthy consumers are defying the gloom — private jet demand is surging at events like Monaco and Cannes, and Broadway just recorded a record 1.9 billion dollar season. This divergence between financial anxiety and high-end consumer spending raises important questions about where the real economy actually stands.Today's Stocks & Topics: Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB), Market Wrap, KPP Newsletter, CSX Corporation (CSX), The Wealth Effect Paradox: Why Rich Consumers Are Spending Big While Markets Wobble, Powell Industries, Inc. (POWL), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, AI Build-out and Commodities, Defense Sector.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Jun 12, 2026 – Dave Keller, president and chief strategist at Sierra Alpha Research, offers a technical read on where equity markets actually stand regarding the largest IPO in history...

The June 12, 2026, Closing Market Report covers recent developments in agricultural markets, regional corporate investments, and long-term weather forecasts. Market analyst Mike Zuzolo notes that wheat and corn surprisingly closed higher despite a bearish USDA WASDE report that lowered the season's average cash price for wheat by 50 cents. Zuzolo attributes underlying market support to strong domestic ethanol and export demand, though he warns that soybeans face downward pressure from competitive South American crops if corn and wheat fail to establish a bottom. In state news, the USDA outlined disaster recovery resources for Illinois farmers recovering from recent tornadoes, and Rural King announced a $75 million investment in a new headquarters in Mattoon, Illinois, which is projected to create 100 local jobs. The broadcast also highlighted an upcoming University of Illinois Extension field day focused on nutrient management. Concluding with an agricultural weather forecast, Eric Snodgrass reports that recent heavy Midwestern rains have restored critical soil moisture, thereby reducing the risk of severe heat in July. Furthermore, Snodgrass highlights NOAA's confirmation of a strong El Nino pattern, which is anticipated to produce a milder, wetter fall and winter that could complicate upcoming harvest and fieldwork schedules.- Ag Markets with Mike Zuzolo, GlobalCommResearch.com- WILLAg News Update for June 12, 2026- Ag Weather with Eric Snodgrass, NutrienAgSolutions.com ★ Support this podcast ★

State and federal updates from Illinois Farm Bureau Executive Director of Governmental Affairs & Commodities Kevin Semlow. Newly elected Illinois FFA President Bryer Nelson and his Canton FFA advisor Colton Downs. Brett Borchardt, senior meteorologist for National Weather Service in Chicago talks Wednesday derecho and Thursday tornado outbreak.IHSA Friday Friday Friday features Teutopolis High School bass fishing coach Lee Buehnerkemper. 

Brownfield Commodity Market Reporter John Perkins has your look at the end-of-week losses in cattle, soybeans, and wheat, the mostly firm close for corn, and the modestly higher hogs.July corn $4.12 and ¾ up $.01July soybeans $11.13 and ½ down $.01 and 1/2July soybean meal $301.30 down $.40July soybean oil 74.28 down 17 pointsJuly Chicago wheat $5.84 and ½ down $.02 and 1/4August live cattle $241.17 down $1.50July lean hogs $97.45 up $.82Learn more about what's happening in the agriculture markets here: https://brownfieldagnews.com/markets/Find more agriculture news here: https://brownfieldagnews.com/Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: @BrownfieldAgNews » Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsSubscribe and listen to Brownfield Ag News:➡︎ Apple: https://podcasts.apple.com/dz/podcast/brownfield-ag-news/id1436508505➡︎ Spotify: https://open.spotify.com/show/4qoIHY9EYUV9sf5DXhBKHN?si=a4483aaa1afd445eBrownfield Ag News creates and delivers original content across multiple media platforms. Brownfield is the largest and one of the oldest agricultural news networks in the country carrying agricultural news, markets, weather, commentary and feature content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Simon Constable reports from France on falling global commodity prices for food and energy due to supply meeting demand. He then shifts to the immigration crisis in Britain, where violent incidents in Belfast and Southampton have fueled public outrage. Constable attributes the unrest to a failure of both major parties to manage unfettered immigration and the lack of cultural integration. (13)1910 SUFFRAGE

June 11, 2026 – In this week's Smart Macro, Jim Puplava is joined by Chief Investment Officer Chris Puplava for a hard look at what comes next for oil, inflation, and global markets during the second half of 2026...

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comWall Street couldn't be in love more with all things AI.But what it's missing is that the buildout for AI requires a lot more commodities. A TREMENDOUS amount more.Right now Wall Street is underpricing the coming boom in hard assets. Once it realizes its error, commodities will enter a super boom predicts Tavi Costa.#commodities #ai #copper _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.All the details on Thoughtful Money's relationship with the financial advisors it endorses, many of whom regularly appear on this program, can be found in the following documents. We highly recommend you review these documents as they cover the terms that will apply should you choose to work with one of these firms at any time after watching this video.Thoughtful Money Disclosure Document: https://thoughtfulmoney.com/wp-content/uploads/2023/12/Thoughtful-Money-Disclosure-Document-12.6.23.pdf?pid=227Thoughtful Money Agreement: https://thoughtfulmoney.com/wp-content/uploads/2024/11/Thoughtful-Money-Agreement-Agreement.docx?pid=227IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2026 Thoughtful Money LLC. All rights reserved.

The June 11, 2026 edition of Commodity Week, hosted by Todd Gleason, evaluated the contrasting environmental and structural shifts altering the global agricultural landscape. Ellen Dearden highlighted severe weather disparities across the US Midwest, where central Illinois recently faced excessive rain and wind damage, while portions of South Dakota and Nebraska continue to suffer from severe drought and expanding wildfires. Ted Seifried analyzed the subtle domestic demand adjustments and global production updates in the June USDA WASDE report, noting that while US ending stocks remained relatively flat, surprise production increases for corn crops in Brazil and Argentina present long-term competitive threats to US exports.The panelists further scrutinized fund flows and international demand dynamics, emphasizing that the recent market slide is heavily driven by index funds liquidating historic long positions as previous alternative energy and fertilizer supply narratives lose momentum. This speculative exit coincides with stagnant buying activity from China, which continues to meet its immediate processing needs through cheaper, high-volume South American soybean supplies rather than turning to the US. Consequently, Matt Darragh projected that the US may only realize about half of the USDA's targeted 25 million metric ton export volume to China for the 2026–2027 marketing year, reflecting the global pricing edge and storage advantages held by Brazil and Argentina. Additionally, the panel briefly addressed the risk of the New World screwworm, noting that its spread is primarily a hazard tied to livestock transportation patterns rather than simple fly migration.On the global front, Darragh shared insights from Kpler regarding the softening wheat and fertilizer sectors. Global wheat contracts continue to face downward pressure from high carryover stocks and intense export competition out of Russia, Ukraine, and Europe, though looming El Niño conditions could severely penalize Australian crop yields later in the season. Meanwhile, critical supply chain vulnerabilities persist in the fertilizer sector, where 37 vessels laden with roughly 2 million tons of fertilizer products remain bottlenecked in the Middle East Gulf near the Strait of Hormuz. While down from a peak of 50 vessels in May, these ongoing logistical constraints and export limits from major producers threaten to trigger a delayed, severe impact on global crop production extending into the 2027–2028 marketing year.Panelists- Matt Darragh, Kpler - Birmingham, UK- Ellen Dearden, AgReview - Morton, IL- Ted Seifried, Zaner Ag Hedge - Chicago, IL ★ Support this podcast ★

USDA REPORT DAYThe June 11, 2026, Closing Market Report covers updates on agricultural commodity markets, upcoming extension events, agronomic research, and global weather patterns. Jim McCormick of AgMarket.net noted that the USDA's June WASDE report introduced largely bearish global supply revisions for corn, wheat, and soybeans, contributing to lower market closing prices across the board. In agronomic news, Travis Meteer previewed the June 17 Dudley Smith Farm field day, an event connecting beef and row crop producers with University of Illinois researchers to discuss nutrients, water quality, and fertility management. Additionally, agricultural economist Gary Schnitkey highlighted findings from 11 years of Precision Conservation Management data, showing that utilizing no-till or one-pass light tillage systems—alongside maintaining nitrogen rates near the Maximum Return to Nitrogen limit—consistently provides the highest profitability for farmers. Finally, Mike Tannura of T-storm Weather reported that recent intense storms have sufficiently moistened the U.S. Corn and spring wheat belts, while looking abroad, a severe heat wave is expected to negatively impact crops in France, Italy, and Spain next week.- Ag Markets with Jim McCormick, AgMarket.net- June 17 Dudley Smith Farm Field Day Preview- farmdoc Webinar Explores Tillage & Nitrogen Practices- Ag Weather with Mike Tannura, Tstorm.net ★ Support this podcast ★

Weather is typically the main driver of commodity market activity this time of year. However, Darrin Newsom, the senior market analyst for Barchart, said that’s not necessarily the case in 2026. NAFB News ServiceSee omnystudio.com/listener for privacy information.

Monthly update from State Ag Pest Survey Coordinator Kelly Estes.  Highlighting June Dairy Month at a Fulton County farm of Bill Carlberg.  Illinois Ag Leadership Foundation's Jenna Wicks and 2027 fellow Miriam Gay.  

Brownfield Commodity Market Reporter John Perkins has your look at Thursday's higher move in cattle, dips in soybeans and corn, and mixed finishes for hogs and wheat.July corn $4.11 and ¾ down $.07 and 1/4July soybeans $11.15 down $.08July soybean meal $301.70 down $.20July soybean oil 74.45 down 88 pointsJuly Chicago wheat $5.86 and ¾ down ¾ centAugust live cattle $242.67 up $1.17July lean hogs $96.62 down $.22Learn more about what's happening in the agriculture markets here: https://brownfieldagnews.com/markets/Find more agriculture news here: https://brownfieldagnews.com/Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: @BrownfieldAgNews » Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsSubscribe and listen to Brownfield Ag News:➡︎ Apple: https://podcasts.apple.com/dz/podcast/brownfield-ag-news/id1436508505➡︎ Spotify: https://open.spotify.com/show/4qoIHY9EYUV9sf5DXhBKHN?si=a4483aaa1afd445eBrownfield Ag News creates and delivers original content across multiple media platforms. Brownfield is the largest and one of the oldest agricultural news networks in the country carrying agricultural news, markets, weather, commentary and feature content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 10, 2026 – Gold just fell through its 200-day moving average, and Jordan Roy-Byrne says this is the second chance investors have been waiting for...

The June 10th Closing Market Report covers agricultural market trends, crop disease management tools, and global weather impacts. Susan Stroud of NoBullAg.com notes that U.S. corn and soybean markets are facing downward pressure due to favorable June weather conditions, absent Chinese demand, and record South American crop yields, though biofuel tax credits provide some structural market support. University of Illinois plant pathologist Boris Camiletti highlights the Crop Protection Network, a collaborative online platform that equips farmers with predictive disease tracking and return-on-investment calculators to optimize fungicide applications for crops like corn and soybeans. Finally, meteorologist Drew Lerner details ongoing agricultural weather risks, emphasizing that heavy, out-of-season rains threaten Brazil's safrinha crop harvest, while frequent showers and cooler temperatures in the U.S. pose quality risks to the winter wheat harvest and exacerbate localized flooding in the Corn Belt.- Ag Markets with Susan Stroud, NoBullAg.com- The Crop Protection Network with Boris Camiletti- Ag Weather with Drew Lerner ★ Support this podcast ★

Show Highlights: Burnett Dairy's unique ownership and voting structure. [03:57] The complexity and opaqueness of federal milk orders. [08:41] Why is futures trading underutilized in dairy? [10:12] The quota system Burnett uses for supply management. [17:12] Reducing milk component wastage and value leakage. [24:08] Trends in fluid milk demand, protein, and derivatives. [35:18] The power of strategic partnerships for value capture. [37:34] Dairy co-op diversification strategies and emerging value extraction. [40:58] Is it possible to make jet fuel with lactose? [45:57] Pacesetter Pod impact for co-op GMs and how to join in. [47:47]  Learn more about Burnett Dairy Cooperative by visiting https://www.burnettdairy.com/. Connect with Matt Winsand on LinkedIn at https://www.linkedin.com/in/matt-winsand-84b01a3ab/.  If you are interested in connecting with Joe, go to LinkedIn: https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Illinois State Police Public Information Officer provides awareness on Scott's Law and other driving topics. Kevin Daugherty with Illinois Agriculture in the Classroom highlights Summer Ag Institutes.  Monthly update from Illinois Farm Bureau Associate Director of Transportation and Infrastructure Rodney Knittel.  

July corn $4.19 down 1/2 cent July soybeans $11.23 up $.09 and 1/4 July soybean meal $301.90 up $.80 July soybean oil 75.33 up 42 points July Chicago wheat $5.87 and 1/2 up $.02 and 1/4 August live cattle $241.50 up $1.80 July lean hogs $96.85 up $.70Learn more about what's happening in the agriculture markets here: https://brownfieldagnews.com/markets/Find more agriculture news here: https://brownfieldagnews.com/Connect with Brownfield Ag News:» Get the latest ag news: https://www.brownfieldagnews.com/» Subscribe to Brownfield on YouTube: @BrownfieldAgNews » Follow Brownfield on X (Twitter): https://x.com/brownfield» Follow Brownfield on Facebook: https://www.facebook.com/BrownfieldAgNewsSubscribe and listen to Brownfield Ag News:➡︎ Apple: https://podcasts.apple.com/dz/podcast/brownfield-ag-news/id1436508505➡︎ Spotify: https://open.spotify.com/show/4qoIHY9EYUV9sf5DXhBKHN?si=a4483aaa1afd445eBrownfield Ag News creates and delivers original content across multiple media platforms. Brownfield is the largest and one of the oldest agricultural news networks in the country carrying agricultural news, markets, weather, commentary and feature content.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today we return to digital assets, quant trading and blockchain infrastructure. Since we last checked in on the space in the wake of FTX's collapse, digital assets, crypto trading, blockchain infrastructure has recovered and gone mainstream. From major institutions and hedge funds having multiple desks to the rise of blockchain infrastructure in settlements and payments - not only in the commodities sector, but across all of industry. What are the latest trends? What is talent demand and for which disciplines? What is the intersection with the commodities sector? Our guest is Joe Miscioscia, Founder and CEO of the Joseph Anthony Group, a recruitment firm dedicated to digital assets, quant trading, and blockchain infrastructure. Visit https://www.josephanthonygroup.com for more, For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

MSE host Bill Powers interviews gold-stock fund manager Larry Lepard of Equity Management Associates (ema2.com) about the sharp junior-miner selloff, which he attributes to a strong jobs report and renewed rate-hike fears, and why he still expects higher gold and silver prices amid unavoidable monetary debasement. Lepard compares today's environment to 1970s-style inflation waves, argues new Fed chair Kevin Warsh may be more dovish than expected, and says a future monetary reset could drive gold toward $10,000/oz+ and silver far higher, boosting silver equities. He outlines his preferred “sweet spot” of emerging, growing producers, discusses jurisdiction risks, portfolio management and profit-taking, and shares favorite stock picks. 00:00 Intro 00:17 Market Selloff 02:19 Inflation Waves and Fed Outlook 03:22 Monetary Reset and Metal Targets 04:26 Warsh Pivot and Rate Cuts 06:52 Fund Flows and Commodity Shift 09:26 Where Value Hides in Miners 14:18 Favorite Producers and Jurisdictions 17:27 Silver Price Upside and Taking Profits 20:44 Avino Silver 12-Bagger 21:47 Volatility and Taking Profits 23:08 When Mining Bets Fail 24:41 Refining the Investing Process 26:05 Tokenized Equities Debate 27:02 Monetary Debasement Thesis 29:36 Favorite Gold & Silver Stocks 33:27 How to Follow Larry Larry's contact info and Twitter handle: https://twitter.com/LawrenceLepard Larry's Newsletter Sign-up: http://eepurl.com/gOf1dT Larry's Quarterly Fund Letter: https://ema2.com/quarterly-reports/ Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

Enterprise leaders face a growing gap between rapid AI advancement and the fragmented data and processes that limit their ability to operationalize it. In this episode, Guillermo Vazquez, Chief Architect in the Business Transformation Services for SAP America, examines with host Nick Gersch how harmonized data, standardized processes, and clear identification of differentiating workflows form the groundwork for effective AI‑enabled ERP. He highlights the practical sequence for building this foundation so future AI‑driven adaptation becomes seamless rather than disruptive. For AI brands trying to reach senior decision-makers, podcasts are one of the few channels that earn 20+ minutes of focused attention from VP+ leaders. Emerj reaches 1,000,000 listeners annually — see how other AI brands are driving pipeline: emerj.com/AD1

The Closing Market Report from June 9, 2026, details a recent sell-off in commodity markets, with corn, soybean, and wheat prices returning to January lows due to the current absence of a weather premium. The upcoming WASDE report is expected to reflect strong export sales and potential adjustments to old crop carryouts, while technical support levels suggest potential short-term recovery bounces. In agricultural news, the Senate is developing legislation for year-round E15 sales to match a recently passed House bill, and the shipping company Maersk has successfully tested 100% ethanol as a bunker fuel in Rotterdam. Meanwhile, the Strategic Petroleum Reserve is projected to reach its lowest volume since the 1980s, and a Wisconsin farmland auction yielded nearly $22,000 per acre. Furthermore, the rapid expansion of large-scale data centers in the Midwest has prompted significant local and state regulatory pushback regarding energy and water consumption, leading to temporary development moratoriums and the proposed repeal of tax incentives in states such as Illinois and Michigan. Finally, the agricultural weather forecast predicts severe thunderstorms and heat across the northern plains and upper Midwest, which will shortly be followed by a transition to cooler, drier conditions driven by air masses from south-central Canada.- Ag Markets with Naomi Blohm, TotalFarmMarketing.com- WILLAg News Update for June 9, 2026- Lawmakers Rush to Regulate Data Center Development- Ag Weather with Don Day, DayWeather.com ★ Support this podcast ★

Fertilizer helps grow the food that fills grocery store shelves, and concerns about competition in the fertilizer industry are now drawing attention from federal regulators. North Dakota farmer Adam Ladwig was part of a group asking questions about pricing, consolidation and transparency in one of agriculture's most important industries.

Broadly speaking, commodities can be an effective portfolio diversifier as they are often negatively correlated to the stock market, however, each type of commodity carries its own unique set of risks, so it's important to investigate before you invest. Nathan discusses how commodities investing works, and the precautions to take when considering them for your portfolio. Also on MoneyTalk, understanding stock options, and the history of the Nasdaq. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 6/5/2026; Original Air Date: 5/17/2023 & 6/21/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

Monthly update from State FSA Director Bill Graff and Joan Hammann, Chief Program Specialist.Tomorrow's Ag Leaders Today segment with Megan Poole from Ogle County. Tick awareness from Dr. Teresa Steckler, University of Illinois Extension Educator. Meteorologist Paul Otto with Freese-Notis Weather discusses severe storm potential for Thursday.  

A powerful High Priest of Amun, declining kingship, and an Egypt in Chaos. In this episode of the Mummy Movie Podcast, we examine the fascinating polish film, Pharaoh (1966).By many, this is considered the most accurate film set in ancient Egypt ever made. But is this true? As well as reviewing the film, we shall assess its history to see if this accolade is deserved.Email: mummymoviepodcast@gmail.comPatreon: www.patreon.com/MummyMoviePodcastBibliographyDodson, A. (2012). Afterglow of empire: Egypt from the fall of the New Kingdom to the Saite Renaissance. Cairo: American University in Cairo PressEaton, K. (2017). Ancient Egyptian temple ritual: performance, pattern, and practice. New York: RoutledgeFletcher, J. (2002). Ancient Egyptian hair and wigs. The Ostracon: The Journal of the Egyptian Study Society (Vol 13). 2-8.Janssen. (1970). Commodity prices from the Ramesside Period. Leiden: BrillLeahy, A. (1985). The Libyan Period in Egypt: An Essay in Interpretation. Libyan Studies, 16, 51-65Peden, A. (2011). The community of workmen at Deir el-Medina in the Ramesside Period: an overview of rank and roles. In Collier, M and Snape, S (Eds), Ramesside studies in honour of K, A Kitchen (pp. 381-387). Bolton: RutherfordRicem M. (2001). Who's who in Ancient Egypt. London: RoutledgeShafer, B, E. (2005). Temples, priests, and rituals, an overview. In Shafer, B, E (Ed), Temples of Ancient Egypt (pp. 1-31). London: TaurisSpalinger, A. (2013). Reviewed work(s): The Libyan Anarchy: Inscriptions from Egypt's Third Intermediate Period by Robert K. Rittner. Journal of the American Oriental Society, 133, 595-596.Warburton, D, A. (1997). State and economy in ancient Egypt: fiscal vocabulary of the New Kingdom. Fribourg: University Press. Hosted on Acast. See acast.com/privacy for more information.

The June 8, 2026, edition of the Closing Market Report provides an assessment of agricultural commodities, upcoming USDA reports, and global weather impacts. Curt Kimmel of AgMarket.net highlights that a recent screwworm outbreak is causing market volatility, though long-term impacts depend on the disease's spread and its effect on available cattle supplies. Kimmel also anticipates minor adjustments in the upcoming WASDE report, projecting slight decreases in new crop corn ending stocks due to old crop demand, with soybeans and wheat remaining largely unchanged. Frayne Olson from North Dakota State University corroborates this subdued expectation for the June WASDE, noting the USDA is unlikely to revise export forecasts without concrete details from recent US-China trade agreements. Olson emphasizes the significance of the June 30th grain stocks report for tracking feed consumption and explains that recent market fluctuations are heavily influenced by index fund investors shifting capital between energy, agriculture, and the stabilizing stock market. Consequently, Olson advises producers to establish predetermined target prices rather than attempting to time volatile market swings. Finally, Everstream Analytics meteorologist Mark Russo reports that beneficial rainfall and above-average temperatures are accelerating crop development across the US Corn Belt, presenting no immediate yield threats. However, Russo warns that a returning, near-record heatwave combined with dry conditions in Western Europe poses a significant risk to their summer crops.- Ag Markets with Curt Kimmel, AgMarkets.net- Commodity Markets Discussion with Frayne Olson, NDSU Extension- Ag Weather with Mark Russo, EverStream.ai ★ Support this podcast ★

In a powerful and thought-provoking talk delivered in Sydney, Australia, Acharya das explores the dramatic transformation of human consciousness in the modern age and asks a confronting question: Why, despite unprecedented technological advancement and material comfort, are so many people experiencing anxiety, emptiness, and hopelessness? Drawing on alarming statistics surrounding depression, mental health crises, and the growing despair among younger generations, he presents a compelling analysis of a society that has become increasingly disconnected from inner peace and spiritual purpose.Acharya das examines the profound psychological impact of modern technology, social media, and smartphone culture, revealing how people are not only consumers in the digital economy — but have themselves become the product. He explains how algorithms, data collection, and constant stimulation shape human behavior, fuel dissatisfaction, and intensify mental disturbance. He further critiques the institutionalization of greed and envy within modern economic systems, arguing that many societies actively cultivate endless consumption and comparison as drivers of economic growth, often at great cost to human wellbeing.Contrasting this modern condition with the timeless wisdom of the Bhagavad-gītā, Acharya das offers a deeply hopeful alternative vision of life. He explains the yogic understanding that true peace does not arise from endlessly pursuing material desires, but from awakening spiritual consciousness and recognizing our deeper identity beyond the temporary body and restless mind. Using profound spiritual insights and practical guidance, he concludes by presenting meditation and mantra chanting as transformative daily practices capable of restoring clarity, balance, and genuine inner peace.This illuminating presentation challenges conventional assumptions about happiness and progress while offering practical spiritual wisdom for anyone seeking meaning, resilience, and lasting peace in an increasingly restless world.Chapters 00:00:00 Introduction: The Unprecedented Transformation of Human Consciousness ‎ 00:03:58 The Smartphone Revolution and Loss of Human Connection ‎ 00:06:15 The Economic Value of Peace and Generational Despair ‎ 00:10:25 Misconceptions About Peace as a Commodity ‎ 00:14:19 The Surveillance and Exploitation of Smartphone Users ‎ 00:18:52 The Scale of Digital Advertising and Tech Company Revenue ‎ 00:20:56 The Rise of Self-Centeredness and the Selfie Culture ‎ 00:26:31 Historical Analysis: The Century of Self-Centeredness ‎ 00:30:34 The Origins of Consumer Culture and Propaganda ‎ 00:35:28 The Deliberate Shift from Needs to Desires Culture ‎ 00:39:21 Economic Theory Promoting Envy and Greed ‎ 00:41:40 Economic Critique and the Seeds of Destruction ‎ 00:43:44 The Promise of Happiness Through Consumption ‎ 00:46:58 The Influencer Economy and Children's Aspirations ‎ 00:48:45 Ancient Yogic Wisdom: The Alternative Perspective ‎ 00:52:52 The Necessity of Transcendental Connection ‎ 00:54:38 The Fundamental Spiritual Principle‎ 00:57:07 The Illusion of Physical Identity ‎ 00:58:58 The Reality of Mortality and Spiritual Identity ‎ 01:00:39 Spiritual Nutrition and Meditation Practice ‎ 01:03:19 Conclusion: The Path to Genuine Peace

Geopolitical tensions, inflation shocks, and shifting market regimes are reshaping the investment landscape. Marat Molyboga and Katy Kaminski joins us to explore why managed futures have historically performed well during periods of geopolitical stress and why investors often misunderstand the role of crisis alpha in a portfolio. The conversation examines inflation driven market disruptions, diversification, short term versus long term trend following, portfolio construction, and the behavioural mistakes that prevent many investors from capturing the full benefits of trend strategies. It is a wide ranging discussion about risk, uncertainty, and adapting to a changing world.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Katy on LinkedIn.Episode TimeStamps:00:00 - Introduction and welcome to the Systematic Investor series01:13 - Marat Molyboga's background and Efficient Capital's investment philosophy05:29 - World Cup excitement, soccer stories, and thoughts beyond markets11:36 - AI, market concentration, energy trends, and major macro headlines15:16 - Trend following performance review and key market drivers in 202623:36 - Understanding crisis alpha and the role of managed futures in portfolios33:24 - Diversification, portfolio construction, and avoiding investor mistakes44:08 - Geopolitical risk research and its connection to inflation53:01 - Why managed futures have historically benefited from geopolitical uncertainty59:01 - Commodities, inflation shocks, and the mechanics behind crisis alpha01:06:47 - The case for short term trend following and execution challenges01:20:31 - Final thoughts and lessons for navigating an uncertain investment landscapeCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer

Jun 5, 2026 – After a record-breaking rally, Gina Martin Adams, Chief Market Strategist at HB Wealth, joins Jim Puplava to discuss what's driving equities, risks from oil and inflation, the impact of hyperscaler investments, and her sector picks...

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  On this Weekend Show we unpack the stark divergence between all-time high stock indices, the reality of a fragile, bifurcated US economy, and portfolio...

Simon Constable reports from France on volatile commodity markets. While copper prices suggest economic growth, the continued closure of the Strait of Hormuz threatens to spike oil prices and trigger global economic downgrades. Constable also provides updates on regional weather and the health of his puppy, Lyra.1680

Jun 8, 2026 – Most people chasing wealth never plan for the one thing that makes it worth having: their health. In this episode of Lifetime Planning, Jim Puplava walks Cris Sheridan through his Super Longevity Protocol, a five-year project built inside his own wellness center...

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Don and Tom tackle investors' obsession with inflation protection and the financial industry's willingness to sell expensive products that promise impossible outcomes. Using PIMCO's Inflation Response Multi-Asset Fund as a case study, they explain why complex, high-cost inflation hedges often create more problems than they solve. The discussion explores historical inflation, why stocks remain the most effective long-term defense against rising prices, and the dangers of chasing investment magic. Listener questions cover retirement asset allocation at age 50, the role of bonds as retirement approaches, balancing Roth and traditional retirement contributions in a high-tax state, and the surprisingly small impact of foreign tax credits on international fund returns.0:05 Why investors constantly search for inflation-proof portfolios2:09 Historical inflation, Fed targets, and perspective on rising prices5:47 The endless appeal of inflation hedges6:15 Breaking down PIMCO's Inflation Response Multi-Asset Fund8:09 Why TIPS, commodities, and leverage aren't magic solutions10:57 Stocks as the best long-term inflation defense12:39 Listener question: Moving from 100% stocks toward retirement14:15 Risk tolerance versus age-based allocation formulas15:58 Building a bond allocation before retirement17:26 Small-cap value and international diversification considerations19:24 Roth versus traditional 401(k) contributions in New York21:44 The value of tax diversification and multiple retirement account types23:13 Countries that operate without personal income taxes24:19 Understanding foreign tax credits and international funds27:58 Why tiny tax differences shouldn't drive investment decisions28:14 Celebrating 1,900 Talking Real Money podcast episodes29:09 An advisor shares how the podcast helps her growing practice30:26 Working with a fiduciary advisor at AppellaQuestions? Comments? Click!

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In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!---‼️ Invest in the Defense of America with the DUTY ETF -- click here to learn more: https://www.usdefenseetf.com/---

Jun 2, 2026 – Wall Street legend Ed Yardeni discusses why he's the most bullish strategist on the S&P 500, raising his 2024 target to 8,250. He explains the driving force behind this market rally, near-term risks from Fed actions and IPOs, and why...

Our Global Head of Fixed Income Research Andrew Sheets takes a closer look at potential investment paths when markets appear increasingly synchronized around a few macro themes.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Today, how to square a market that is both highly correlated, and highly divergent, at the same time. It's Tuesday, June 2nd, at 3pm London. A market of one. That may be a way that you hear investing described these days, and strictly speaking, it's accurate. Stocks and bonds, the two big asset classes that form the bulk of most investors' portfolios, are moving in unusual lockstep. Stocks are rising when yields fall, and vice versa, with the most consistency in over 20 years. And both, perhaps unsurprisingly, are moving in close relationship with the price of oil. At this point, it all seems pretty clear. The Iran conflict is a big deal for markets, representing the largest disruption to global energy supply in history. Of course, stocks and bonds, and oil are all moving together based on the perception of how this enormous issue resolves. In doing so, they suggest that the conflict still remains quite important, even as markets appear quite strong. Just as we can measure the extent to which stocks, bonds, and commodity prices move together, we can also track how individual stocks move relative to each other. And so, are stocks also rising and falling together like we see with these big asset classes? No. In fact, without exaggeration, it is the complete opposite. There are a few ways to measure how the individual stocks within, say, the S&P 500, are moving relative to one another. But all of them say the same thing. Day to day, stocks are moving with unusual dispersion and independence. At the same time that the relationship between stocks and bonds is the tightest in over 20 years, the relationship between stocks within the S&P 500 – to each other – is the lowest. If Iran is the factor driving the tight linkage that we discussed between stocks and bonds, Artificial Intelligence may be the culprit behind the opposite effect when we get down into individual companies. The perception that some companies will be incredible beneficiaries of AI, while others will be left behind, would explain at least part of the divergent performance. And so would an attention gap; with so much focus and positioning in AI sensitive names, other parts of the market can quickly feel forgotten, and thus move more independently. Indeed, while the S&P 500 is back near all-time highs, the market's advance-decline line, a measure of how many stocks are going up versus going down, is lower than where it was in late February or mid-April. We see a few implications to all of this. First, while stocks and bonds are closely linked for the moment, we think that this correlation would flip under more significant energy market stress. Were the price of oil to spike to our Commodity team's bear case, of $130-$150/bbl, we think yields would start to fall as the market would turn more concerned about the effect of all of this on growth. So, while the diversification of bonds has been disappointing so far, we do think that it will improve and materialize when it really matters. In equities, this dispersion means that stock selection can allow one to stand out from the overall market. Indeed if one considers themselves a stock picker, low correlation between stocks is exactly the market that you would hope to have. And it also means that many individual names may not be as heady as the broad market levels would imply. As discussed on this program recently, my colleague Mike Wilson and our U.S. Equity Strategy team expects U.S. stock performance to broaden out from here. Thank you, as always, for your time. If you find Thoughts on the Market useful, let us know by leaving a review wherever you listen. Also tell a friend or colleague about us today.