Podcasts about commodity markets

In this episode, Farm4Profit sits down with Tommy Grisafi, founder of Ag Bull Trading and Ag Bull Media, a veteran commodity trader with more than three decades of experience navigating agricultural markets. Tommy shares the story of how a high school field trip to the Chicago Board of Trade sparked a lifelong passion for commodity trading and eventually led him to become a member of both the Chicago Board of Trade and CME. The conversation explores the realities of grain marketing and why it often proves more difficult than growing the crop itself. Tommy dives into the emotions that drive decision-making—greed, hope, ego, and fear—and explains how these factors can quietly cost farmers more than any market downturn. Topics include: Tommy's journey from the CBOT trading floor to Ag Bull Trading How commodity markets have evolved over the past 30 years Whether today's flood of information helps or hurts decision-making How producers can identify trustworthy market advisors Why risk management matters more than ever The traits shared by successful grain marketers Common habits that hold producers back Why profitable opportunities are often missed Market outlooks for corn, soybeans, wheat, fertilizer, fuel, and interest rates What younger farmers should focus on as they build their operations The importance of discipline and consistency in marketing plans Tommy also shares stories from some of the most volatile periods in agricultural markets and discusses the lessons he's learned from both winning and losing trades. Whether you're marketing old crop grain, planning for next year, or simply trying to make better decisions in an uncertain environment, this episode offers valuable insights from someone who has spent a lifetime studying market behavior. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/Farm4Profit Media is not a financial, legal, or tax advisor. Content is provided for informational purposes only, and we serve solely as a platform for third-party opinions. Any actions taken based on this content are at your own risk. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

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

For episode 734 of the BlockHash Podcast, host Brandon Zemp is joined by Morgan Lekstrom, Co-Founder and Executive Chairman at Streamex. He is a seasoned mining executive and corporate strategist with over 17 years of experience building and transforming resource companies. As Chairman and Co-Founder of Streamex, he brings deep expertise in capital markets, strategic M&A, and commodities to guide the company's vision of tokenizing real-world assets. Morgan recently served as CEO of NexMetals Mining Corp., where he led the redevelopment of critical metals projects in Botswana with backing from a US$150 million letter of interest from the Export-Import Bank of the United States.  

A global oil chokepoint sits at the center of today's biggest market story — and the ripple effects are already showing up in prices, supply chains, and geopolitics.In Episode 183 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, sit down with Rory Johnston, founder of Commodity Context, to break down what's happening in the Strait of Hormuz and why it matters far beyond energy markets. They walk through how oil actually moves around the world, how much supply has come offline, and why restarting production takes months, not days.The conversation reveals the mechanics behind oil pricing, from futures curves to physical barrels, and explains why spot prices have surged even as headline prices lag behind. They also explore how disruptions force tough tradeoffs across global economies, with rising costs hitting some regions far harder than others.If you want to understand what drives oil prices, how supply shocks unfold, and what comes next, this episode connects the dots.Jump to:0:02 Welcome And Guest Introduction2:05 Rory's Path Into Oil Analysis6:09 Strait Of Hormuz Flow Basics10:20 Reroutes, Pipelines, And Shut-Ins20:50 The Double Blockade Explained27:20 Retaliation Risks And LNG Targets29:52 Shortages, Jet Fuel, And Demand Destruction33:20 How Oil Prices Went Negative36:56 Brent, WTI, Dated Brent, Backwardation50:08 Why Oil And Stocks Look Complacent57:22 Where To Follow Rory And ClosingConnect with Ryan:• Ryan on LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• Sonu on LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enConnect with Rory Johnston:• Rory Johnston on LinkedIn: https://www.linkedin.com/in/rorysjjohnston/• X: https://x.com/Rory_JohnstonQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

 Recording date: 7th April 2026The closure of the Strait of Hormuz has triggered significant disruptions across global energy markets, creating what Samuel Pelaez, President & CEO, and Derek Macpherson, Executive Chair at Olive Resource Capital, view as structural investment opportunities extending well beyond the immediate crisis.While the Strait handles 20% of global crude oil, the more consequential impacts affect liquefied natural gas, petrochemicals, and fertilizers, where 20-50% of certain products originate from the Persian Gulf region. This supply shock is forcing countries like Japan and South Korea to fundamentally reassess their energy security strategies.Glencore emerged as the primary beneficiary in thermal coal, as reduced Qatari LNG availability extends the operational life of existing coal-fired power plants. The company controls 30% of seaborne coal trade and recently expanded its portfolio by acquiring Teck Resources' coal assets in 2025. Coal represents 30% of Glencore's EBITDA, with additional upside from its commodity trading division, which profits from supply chain disruptions.Woodside Energy and Santos offer compelling value propositions for Asian LNG markets. Australian producers sit 40% closer to key importers than Qatar, reducing shipping costs and insurance premiums, yet trade at half the valuation multiples of US peers like ExxonMobil and Chevron. Rolling spot contracts should reflect elevated pricing in second-half 2026 results.The disruption of 20% of global ammonia supply coincides with Northern Hemisphere planting season, driving dramatic appreciation in fertilizer stocks. CF Industries has gained 40% since the Strait closure, while Woodside's recently acquired Texas ammonia facility enters production at opportune timing.The team emphasizes discipline, separating conviction from entry points. They anticipate any diplomatic resolution could trigger profit-taking in names that have appreciated 40%+, providing better risk-adjusted entry opportunities. The core thesis rests on structural supply chain shifts prioritizing security over cost optimization—a behavioral change likely to persist for years regardless of near-term geopolitical developments.Sign up for Crux Investor: https://cruxinvestor.com 

The National cattle herd is at historic lows, impacting feed demand. Despite this, feed demand remains strong, aided by the poultry and swine industries.

13. Commodity Markets and European Economic Hardship. Guest: Simon Constable. Simon Constable reports on high energy prices and diesel shortages in France. He analyzes how the Iran war affects global commodities like copper and gold, while also discussing controversial new EU-aligned domestic legislation.,,, (13)1871 PARIS DEFENSE

SHOW SCHEDULE THE JOHN BATCHELOR SHOW 3-25-2026.1905 CAIRO.1. USS Gerald R. Ford's Successes and Innovations. Guest: Rebecca Grant. Rebecca Grant highlights the carrier's successful combat mission and technical advances like the electromagnetic launch system and high-capacity elevators. She notes these innovations significantly increase strike power compared to older Nimitz-class aircraft carrier ships.,, (1)2. China's Drive for Undersea Maritime Hegemony. Guest: Rick Fisher. Rick Fisher discusses China's long-term project to map the ocean floor for submarine warfare. He warns that China's expanding fleet and undersea sensor networks aim to achieve naval parity with the United States.,, (2)3. The Return of Conventional Amphibious Warfare. Guest: Grant Newsham. Grant Newsham explains the deployment of Marine Expeditionary Units to the Persian Gulf. He argues this move validates traditional amphibious capabilities over recent "force design" strategies that focused solely on small, island-based missile teams.,, (3)4. Taiwan's Strategic Pivot to Nuclear Energy. Guest: Jack Burnham. Jack Burnham analyzes Taiwan's decision to restart its nuclear power plants to ensure energy security. Facing vulnerabilities in LNG supplies from the Middle East, Taiwan seeks a stable, domestic baseload power for critical manufacturing.,, (4)5. Russia's Economic Bonus from Iran Conflict. Guest: Michael Bernstam. Michael Bernstam explains how skyrocketing oil prices have rescued Russia's economy, doubling weekly revenues. While Europe faces severe diesel shortages and high costs, Moscow benefits from increased prices and reduced discounts to Asian buyers.,, (5)6. Global Fertilizer Crisis and Food Security. Guest: Michael Bernstam. Michael Bernstam warns of a massive shortage in nitrogen fertilizers due to the conflict in the Middle East. This crisis threatens global food security and will likely cause significant price increases for agricultural commodities.,, (6)7. Postponed Diplomacy and China's Strategic Dependency. Guest: Steve Yates. Steve Yates discusses the delay of the Trump-Xi summit due to China's support for Iran. He highlights China's critical dependency on energy imports and export markets, which remain major points of US leverage.,, (7)8. China's Strategic Post-Conflict Energy Strategy. Guest: Steve Yates. Steve Yates examines Beijing's efforts to maintain privileged energy access in a post-conflict Iran. China is pursuing nuclear and solar alternatives while using stockpiles to mitigate its vulnerability to global supply chain disruptions.,, (8)9. The Deep Iran-North Korea Missile Threat. Guest: Bruce Bechtol. Bruce Bechtol details the firing of North Korean-designed Musudan missiles at Diego Garcia. He highlights the deep technological partnership between the two regimes, which includes the construction of underground facilities and nuclear infrastructure.,, (9)10. Nuclear Proliferation and Shifting Supply Chains. Guest: Bruce Bechtol. Bruce Bechtol explores North Korea's role in developing Iranian nuclear capabilities and drones. He explains how Pyongyang uses maritime and rail routes through Russia to supply Tehran, bypassing international sanctions and interdiction efforts.,,, (10)11. Elon Musk's Vertical Integration in Space. Guest: Bob Zimmerman. Bob Zimmerman discusses Musk's "Terra-fab" chip factory and plans for space-based data centers. He also notes technical failures in ULA's Vulcan rocket, which have forced the Space Force to shift launches to SpaceX.,, (11)12. Planetary Exploration and Significant Astronomical Changes. Guest: Bob Zimmerman. Bob Zimmerman details the deteriorating condition of the Curiosity rover's wheels on Mars. He also examines new Juno data on Jupiter's lightning and Hubble images showing the physical expansion of the Crab Nebula supernova.,, (12)13. Commodity Markets and European Economic Hardship. Guest: Simon Constable. Simon Constable reports on high energy prices and diesel shortages in France. He analyzes how the Iran war affects global commodities like copper and gold, while also discussing controversial new EU-aligned domestic legislation.,,, (13)14. China's Strategic Monopoly on Rare Earths. Guest: Simon Constable. Simon Constable breaks down the reality of rare earth elements, noting they are not rare but difficult to refine. He emphasizes China's dominant control, refining approximately ninety percent of the world's global supply.,, (14)15. The Complicated Legacy of Robert Mueller. Guest: Craig Unger. Craig Unger reflects on the passing of Robert Mueller, discussing the unfinished questions regarding the 2016 Trump-Russia investigation. He highlights the distinction between criminal and counterintelligence probes regarding money laundering and influence operations.,, (15)16. Trump's Ties to Russia and Epstein. Guest: Craig Unger. Craig Unger explores Donald Trump's continued favorable rhetoric toward Vladimir Putin. He discusses how the Iran war benefits Russia economically and mentions potential vulnerabilities related to the Jeffrey Epstein files and Russian intelligence.,, (16)

Our latest Member Spotlight podcast features Mark Edelstein, Chief Executive Officer of Auramet. His career spans global commodities markets, entrepreneurship, and investing. After immigrating to the U.S. from South Africa in the 1980s, he spent 15 years in commodities before co-founding Auramet in 2004, building the business into a global precious metals trading platform. In conversation with 3i Members Co-Founder & Chairman Mark Gerson, Mark reflects on his experience across commodities markets. He discusses how global metals markets function, how he approaches risk and volatility, and the discipline required to navigate cycles over time. In this episode, Mark shares: • How Mark built and scaled a global metals business, and the lessons it taught him about relationships, risk, and decision-making • A clear perspective on how commodities markets operate and where value is created across the supply chain • Practical lessons from decades in commodities on maintaining discipline, managing volatility, and allocating capital across cycles Learn more about 3i Members at 3imembers.com and follow us on LinkedIn for updates.

A veteran market analyst weighs in on current wheat market trends.

Brownfield Commodity Market Reporter John Perkins has your look at the gains in hogs and soybeans, and mixed closes for cattle, corn, and wheat.March corn $4.27 and ¾ up ¼ centMarch soybeans $11.39 and ½ up $.05 and 1/4March soybean meal $310.70 up $2.00March soybean oil 60.03 up 64 pointsMarch Chicago wheat $5.67 and ½ down $.02April live cattle $239.10 down $.15April lean hogs $95.80 up $2.10Learn 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.

As AI-driven electricity demand surges and companies race to decarbonize, environmental commodity markets are growing swiftly. Host Eklavya Gupte interviews John Melby, CEO of Xpansiv, who provides insight into what it takes to create the digital trading infrastructure for markets ranging from carbon credits to renewable energy certificates and power purchase agreements. We also hear from Marie-louise du Bois, director for energy transition price reporting at Platts, part of S&P Global Energy, who discusses the challenges of pricing these evolving markets — from the simultaneous fragmentation and convergence of carbon markets to the rise of biomethane and even nuclear certificates. The discussion also covers how large corporates are managing their carbon footprints as they build AI infrastructure and why carbon-differentiated commodities could reshape global trade.

As AI-driven electricity demand surges and companies race to decarbonize, environmental commodity markets are growing swiftly. Host Eklavya Gupte interviews John Melby, CEO of Xpansiv, who provides insight into what it takes to create the digital trading infrastructure for markets ranging from carbon credits to renewable energy certificates and power purchase agreements. We also hear from Marie-louise du Bois, director for energy transition price reporting at Platts, part of S&P Global Energy, who discusses the challenges of pricing these evolving markets — from the simultaneous fragmentation and convergence of carbon markets to the rise of biomethane and even nuclear certificates. The discussion also covers how large corporates are managing their carbon footprints as they build AI infrastructure and why carbon-differentiated commodities could reshape global trade.

The USDA's latest data shows an unexpected rise in US corn production, attributed to an increase in harvested acreage rather than higher yields. North Dakota State University economist Frayne Olson explains that strong growing conditions in 2025 led to a surplus of corn silage, forcing more acres to be harvested for grain.

The Risks of Venezuelan Oil and Soaring Copper Prices. Guest: SIMON CONSTABLE. American oil companies remain reluctant to invest in Venezuela due to the historical risk of nationalization and decayed infrastructure. In commodity markets, copper has reached an "astronomical" price of over $6 per pound, leading to a surge in theft from electronics and bridges globally.1600 CHILE ECUADOR BOLIVIA

Einmal im Jahr treffe ich mich mit Raphael Studer von Algrano, einem alten Bekannten und Freund, um das Kaffeejahr gebührend durchzusprechen. Wir analysieren die grossen Achsen, formulieren kecke und steile Thesen und schauen in die grosse Kristallkugel, wie sich die Kaffeewelt entwickeln wird. Heute ist die Volatilität massiv hoch und bedroht viele Unternehmen. Darüber reden wir, ebenso wie über Konsumentenmärkte. Während wir uns in Europa mit selbst geschaffenen Problemchen herumschlagen, lädt China mal eben über 100 Handelshäuser ein und sagt: Bringt allen Kaffee hierher, wenn ihr die EUDR nicht möchtet. Wir manövrieren uns auf zwei Commodity Markets zu: einen EUDR-konformen und einen nicht-konformen, dem die EU-Regeln so ziemlich egal sind. Wir sehen heute Produzenten, die Qualitäten produzieren können wie noch nie. Die über Ausbildungen und Tools verfügen und jetzt gleichberechtigte Akteure im Markt sind. Ein Punkt, den wir immer wollten, sagt Raphael. Genau deswegen müssen wir den Blick öffnen – z. B. in die Local Markets, wie es so oft heisst, also die Konsumationsmärkte in den Ländern, wo Kaffee produziert wird. Oft hiess es, dass man in Kaffeeländern den schlechtesten Kaffee trinken würde. Das war einmal. Brasilien wird in Kürze das grösste Konsumationsland werden, und da boomt Spezialitätenkaffee. Genauso wie in Mexiko und anderen Ländern, wo die Mittelschicht schnell wächst. Wir brauchen heute mehr Makro und keine Nabelschau. Raphael ist wieder mal auf Zack und in einer Stunde haben wir das Jahr 2025 abgehakt.

Commodity markets are splitting: Inflationary pressure eases as energy and food prices decline due to better supply, while strategic minerals (like copper, lithium, and rare earths) face sustained volatility and high prices due to supply constraints driven by surging demand from the AI and EV sectors.Today's Stocks & Topics: Tecnoglass Inc. (TGLS), Market Wrap, Pan American Silver Corp. (PAAS), “Navigating Divergent Commodity Markets”, International Exposure, Netflix, Inc. (NFLX), Oil Pipelines, Covered Calls ETFs, Target Corporation (TGT), Walmart Inc. (WMT), Japan Bond Rates.Our Sponsors:* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Progressive: https://www.progressive.com* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Commodity Markets and UK Political Instability. Simon Constable analyzes rare earth markets, noting China's dominance is achieved through undercutting prices and buying out competitors. Prices for key industrial commodities like copper and aluminum are up, indicating high demand. Constable also discusses UK political instability, noting that Labour Prime Minister Keir Starmer lacks natural leadership and confidence. The major political driver for a potential leadership change is the party's broken promise regarding income taxes, which severely undermines public trust before the next election, 1941

Commodity Markets and UK Political Instability. Simon Constable analyzes rare earth markets, noting China's dominance is achieved through undercutting prices and buying out competitors. Prices for key industrial commodities like copper and aluminum are up, indicating high demand. Constable also discusses UK political instability, noting that Labour Prime Minister Keir Starmer lacks natural leadership and confidence. The major political driver for a potential leadership change is the party's broken promise regarding income taxes, which severely undermines public trust before the next election,

Gold prices are soaring, private equity is unraveling, and data centers have become the next speculative frontier. Beneath all of it lies a simple question: what happens when faith in liquidity, stability, and infinite growth begins to fray? From central banks hoarding bullion to insurers gambling on AI infrastructure, the same story unfolds—risk disguised as resilience. And somewhere between coffee tariffs and capital flows, you can glimpse the new shape of a global economy learning to live without certainty.--Timestamps:(00:00) - Introduction(01:03) - Catch-Up and Current Events(02:09) - Gold Market Analysis(08:40) - Global Currency Dynamics(17:42) - US Gold Reserves and Fiscal Policy(25:24) - Podcast Wrap-Up and Listener Engagement(26:25) - Urgent Financial News: Private Equity and Insurance Capital(27:57) - Private Equity's Desperation for Retail Investors(28:33) - The Volatility Spiral and Liquidity Crisis(31:43) - Private Equity's Leverage on Captive Insurance(32:48) - The Data Center Investment Bubble(41:23) - AI Demand and Data Center Overcapacity(48:52) - The Future of Energy Prices and AI(50:45) - Rising Coffee Prices and Tariff Impacts(57:19) - The Global Trade System and Commodity Markets(01:00:05) - Conclusion: The State of Global Markets--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com --Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today's volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

with Derek Macpherson, Executive Chairman & Sam Pelaez, President & CEO of Olive Resource CapitalRecording date: 7th September 2025Olive Resource Capital delivered exceptional returns in September 2025, posting gains of 38-39% for the month and bringing year-to-date performance to 121%. The results significantly outpaced major commodity benchmarks, with both the GDX gold ETF and COPEX copper ETF gaining 20% during the same period.Executive Chairman Derek Macpherson and President Sam Pelaez attribute the outperformance to strategic positioning ahead of what they characterize as an emerging commodity bull market. Despite allocating only half of assets to precious metals, the fund achieved returns comparable to dedicated gold investment products while maintaining broader commodity exposure.A critical market dynamic highlighted during their discussion involves the relationship between equity and commodity performance. Gold equities outperformed the underlying commodity by approximately 4x in both August and September, with stocks gaining 20% monthly while gold itself advanced 5-7%. This pattern typically signals fresh capital entering the sector from generalist investors outside traditional commodity circles.The capital raising environment supports this assessment. Over $1 billion flowed into the sector in a single week, primarily toward pre-production projects. Financings exceeding $100 million generally indicate institutional participation, reflecting the capital-intensive nature of mining development.Management believes the bull market remains in early stages—approximately the "third inning" using a baseball analogy. Key drivers include central bank buying and US dollar weakness, with gold approaching $4,000 per ounce. Notably, the market has not yet exhibited the speculative excess characteristic of late-cycle behavior.The investment strategy focuses on continuous position reassessment rather than mechanical profit-taking. Management argues that companies posting strong results may actually be cheaper on a relative basis after gains, given improved fundamentals and higher commodity prices. They cite K92 Mining as an example: purchased at $6 with an initial $15 target, the stock now trades at $18 but may still be undervalued given doubled gold prices and significantly higher sector valuations.Sign up for Crux Investor: https://cruxinvestor.com

“We don't do agricultural lending." That's the common phrase uttered across America, but why? Phil Love, the leader of Pactola, and Mark Ritter delve into the benefits of agricultural lending, how to approach it, and the advantages for lenders.WHAT YOU WILL LEARN IN THIS EPISODE:✅ How agricultural lending empowers credit unions to support small businesses in farming communities.✅ The role of credit unions in providing operating lines of credit and real estate loans for sustainable local food production.✅ Key challenges and opportunities in agriculture lending, including navigating commodity markets and risk management.✅ How credit union agricultural lending strengthens rural communities and supports America's food supply.Subscribe to Credit Union Conversations for the latest credit union trends and insights on loan volume and business lending! Connect with MBFS to boost your credit union's growth today.TIMESTAMPS: 00:00 Phil's role at Pactola, a credit union service organization focused on agricultural lending, and describes his farming activities, including harvesting honey06:48 Phil explains the three types of agricultural lending: real estate loans, equipment loans, and operating lines09:48 Discussion on how credit unions in rural communities can leverage credit union agricultural lending to support farming as community banks consolidate11:56 Phil outlines the challenges in agricultural lending, including assessing small business balance sheets, succession planning, and external risks such as commodity markets and weather17:45 Discussion of beef prices, carryover debt, the One Big Beautiful Bill, inflation, interest rates and oil pricesKEY TAKEAWAYS:

Headlines on today's episode include:-Losing data could mean more market volatility-Trade mission highlights importance of partnership with Japan-South Dakota court rules EID lawsuit can proceed-Butter prices fall sharply before seasonal demand hits-Illinois Ag Director: Tariffs driving up input costs, squeezing farmers' marginsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Headlines on today's episode include:-Senate hearing highlights struggles of specialty crop growers-Preview of the September Cattle on Feed report-Commodity markets see mixed trade this week-Ag lending expert urges early financial planning for farmers ahead of 2026-High-dollar farmland sales continue across IowaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

Headlines on today's episode include:-Industry anxiously awaiting September WASDE-Corn futures under pressure-Grassley anticipates farmer aid at some point-Farmers concerned about crisis looming in ag economy-Late-season corn disease brings concernsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Headlines on today's episode include: -Another element in the fight against New World Screwworm -Farmers voicing concerns at the fair -Equipment market facing issues -More becoming known on the next MAHA report -Long-term potential in the corn market See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Headlines on today's episode include: - Markets responding to tariffs - Soybean markets looking for a China deal - EPA proposal could eliminate DEF requirements in ag - An outlook for the U.S. wheat market - A new satellite should help farmersSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Headlines on today's episode include: -The US Seante hears about USDA's restructuring-Weather and trade uncertainty impacting grain markets -Tassel wrap and southern rust hampering the corn crop -The cost of weeds is increasing -A lack of farmer survey participation is worrisome for agSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Headlines on today's episode include:-It's going to stay hot-Variability in the Dakotas-Balancing the commodity and cattle markets-Helping farmers navigate a tough economy-Current ag climate a learning opportunitySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It’s not supply but the lack of excitement on the demand side that’s weighing most heavily on grain markets heading into the heart of summer. With no immediate production crisis to rally prices, markets appear soft, uncertain, and uninspired, says Neil Townsend, market analyst with GrainFox. In a conversation with RealAgriculture’s Shaun Haney, Townsend notes... Read More

Headlines on today's episode include:-Administration remains focused on trade-Trade News Adds Market Volatility-Farmer has mixed views on trade-NFU: Farmers need new farm bill-Cattle group encouraged by tax provisionsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Headlines on today's episode include: -What does the big drop in beef cow slaughter mean?-Beef, pork exports down year-over-year amid U.S-China tariff dispute-Thou shalt not sell unpriced grain past July 1st-Grains monitor energy markets-Farm groups optimistic about next WOTUS ruleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

It's the Ranch It Up Radio Show Herd It Here Weekly Report!  A 3-minute look at cattle markets, reports, news info, or anything that has to do with those of us who live at the end of dirt roads.  Join Jeff 'Tigger' Erhardt, the Boss Lady Rebecca Wanner aka 'BEC' by subscribing on your favorite podcasting app or on the Ranch It Up Radio Show YouTube Channel. EPISODE 86 DETAILS Agridime Order To Pay Millions In Cattle Ponzi Scheme A Texas federal court has issued a final judgment against Agridime LLC, a Fort Worth-based company, permanently banning it from commodity trading. The ruling also mandates the company to pay more than $102.9 million in restitution to defrauded customers, according to recent court documents. CFTC Alleges $161 Million Cattle Investment Fraud The final judgment stems from a May 2024 complaint filed by the Commodity Futures Trading Commission (CFTC). The CFTC alleged that Agridime, along with co-founders Joshua Link and Jed Wood, orchestrated a cattle investment scheme that defrauded over 2,000 individuals out of approximately $161 million. According to the CFTC, Agridime falsely marketed cattle investment opportunities by promising annual returns between 15% and 32% on $2,000 cattle purchases. The company allegedly used funds from new customers to pay existing investors, a structure that resembles a classic Ponzi scheme. Insider Commissions and Misuse of Funds Revealed The court filings also revealed that Agridime insiders diverted approximately $11 million in undisclosed commissions. These insider payments were never disclosed to investors, contributing further to the scheme's deception and financial harm to participants. Agridime Settles Case Without Admitting or Denying Allegations Agridime LLC settled the case with the CFTC without admitting or denying the allegations. As part of the settlement, the company agreed to: Permanent injunctive relief Waiver of its right to appeal A permanent ban from commodity trading Prohibition on soliciting investment funds or acting in any CFTC-registered capacity A ban on publicly denying the CFTC's allegations The company must also ensure that all employees and agents comply with the judgment's terms. Agridime Banned from Commodity Markets for Good With the court's final ruling, Agridime is permanently banned from participating in any form of commodity trading. This includes solicitation of funds, registration with the CFTC, and any related investment activity. The CFTC emphasized that the company's future conduct will be closely monitored to ensure compliance. REFERENCE: https://meatingplace.com/Industry/News/Details/119607 Upcoming Bull & Heifer Sales On RanchChannel.Com Lot's of bull and heifer sales coming up on the RanchChannel.Com sale calendar.  Check out the full line up HERE. SPONSORS American Gelbvieh Association https://gelbvieh.org/ @AmericanGelbvieh Axiota Animal Health https://axiota.com/ @MultiminUSA Jorgensen Land & Cattle https://jorgensenfarms.com/ @JorLandCat Ranch Channel https://ranchchannel.com/ @RanchChannel Superior Livestock Auctions https://superiorlivestock.com/ @SuperiorLivestockAuctions Wulf Cattle https://www.wulfcattle.com/ @WulfCattle Questions & Concerns From The Field? Call or Text your questions, or comments to 707-RANCH20 or 707-726-2420 Or email RanchItUpShow@gmail.com FOLLOW Facebook/Instagram: @RanchItUpShow SUBSCRIBE to the Ranch It Up YouTube Channel: @ranchitup Website: RanchItUpShow.com https://ranchitupshow.com/ The Ranch It Up Podcast is available on ALL podcasting apps. https://ranchitup.podbean.com/ Rural America is center-stage on this outfit. AND how is that? Because of Tigger & BEC... Live This Western Lifestyle. Tigger & BEC represent the Working Ranch world by providing the cowboys, cowgirls, beef cattle producers & successful farmers the knowledge and education needed to bring high-quality beef & meat to your table for dinner. Learn more about Jeff 'Tigger' Erhardt & Rebecca Wanner aka BEC here: TiggerandBEC.com https://tiggerandbec.com/

Discussion in front of a live audience as part of our 50th season celebration with Ted Seifried in LeClaire, Iowa.

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

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

In this podcast, experts from Argus Media and Zema Global explore the importance of data curation, the advantages and disadvantages of vertical and horizontal AI systems, and the future implications of agentic AI. They also discuss the critical importance to businesses like Argus Media and Zema Global of maintaining trust in information in a world of rapidly exploding data volumes and variability of data quality: both numeric and textual. Key topics covered in the podcast: • Why quality, curated data is critical for using AI effectively • How vertical vs. horizontal AI systems compare in real-world use • The potential future implications of “agentic AI” • The role of data and information providers regarding AI    

The main story across freight and commodities over the past fortnight has been the headline-making 90-day tariff reduction between the US and China. Hi, I'm Jess, and on this episode of Freight Up, myself and Davide unpack how this policy shift has tempered volatility and delivered a short-term lift to otherwise flat markets. Ben Klang joins us after a busy run of industry events, detailing the impact on dry freight—where Capesize contracts saw a fleeting rebound before losing ground, and smaller Panamax and Supramax rates remained lacklustre. We'll investigate the cautious optimism on the macro front, following stubborn inflation and steady US employment numbers. We'll also take a closer look at iron ore and steel markets, with regional insights you won't want to miss. From Shanghai, Hao Pei explores iron ore's resilience—even as tariffs shift—and the mounting influence of port logistics in Peru and ongoing maintenance cycles in China. Timestamped summary00:00 Mixed Inflation and Market Stability03:32 Cape Size Contract Fluctuations08:06 Steel Tariffs Impact and Trade Dynamics10:44 FOBCC Market Outlook Uncertain13:24 US Steel Market Challenges18:10 "Spot Price Drop Forecasted"Website Check out FIS Live - https://www.fis-live.com/This podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policy

Today, we're diving deep into the world of commodities with Calculo Capital, a short-term quantitative hedge fund based in Denmark. Our guests, Philip Engel Carlsson and Ole Hansen, share their insights on how they navigate the fast-paced commodity markets using machine learning techniques. We explore how their focus on liquid markets and short holding periods allows them to capitalize on price movements driven by supply and demand imbalances. The conversation also touches on the current trends in commodities, like the rising demand for precious metals and the impact of geopolitical events. Join us as we uncover the strategies behind Calculo's approach and what sets them apart in the investment landscape.-----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 Moritz on Linkedin.Follow Ole on LinkedIn.Follow Philip on LinkedIn.Episode TimeStamps: 02:08 - Introduction to Calculo Capital03:53 - The state of today's commodity markets10:35 - Commodity performance numbers11:34 - What is driving the increased performance in the precious metal markets?15:35 - How the commodity performance impacts the way Calculo Capital is trading16:48 - Why do Calculo Capital only focus on commodity...

This week, Tony Greer and Jared Dillian from Macro Dirt join the roundup to discuss the fallout of Trump's tariffs, what markets we're eyeing during this meltdown, and how to manage risk as a trader. We also delve into commodities, tax cuts, Bitcoin's resilience, and more. Enjoy! — Follow Tony: https://x.com/TgMacro Follow Jared: https://x.com/dailydirtnap Follow Quinn: https://x.com/qthomp Follow Tyler: https://twitter.com/Tyler_Neville_ Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Forward Guidance Telegram: https://t.me/+nSVVTQITWSdiYTIx — Forward Guidance Audience Survey: https://forward-guidance.beehiiv.com/forms/109bcbf7-0948-43b8-be8d-5390a5198125 — Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Timestamps: (00:00) Forward Guidance x Macro Dirt (01:32) Unpacking Trump's Tariffs & Market Reaction (09:56) Commodity Markets (15:04) Federal Reserve and Economic Data (24:27) Market Volatility and Bear Market Rallies (25:57) Risk Management Strategies for Traders (30:00) Gold Miners and Commodity Markets (33:25) Tax Cuts and Tariff Implications (37:43) Bitcoin's Resilience (42:53) Bond Price Action (44:53) Weekend Plans — Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Are you looking to create your unique path and thrive in the dynamic world of commodity markets? Join the first female member of the Argus Media board, Maria Hooper, as she unpacks everything you need for a successful career.

Commodity markets are often misunderstood—opaque, complex, and heavily influenced by regulation, liquidity constraints, and global supply chains. But what role do interdealer brokers play in facilitating large-scale transactions and ensuring market stability?This week, Quentin Scrimshire is joined by Campbell Faulkner, Senior Vice President and Chief Data Analyst at OTC Global Holdings. With decades of experience in commodity trading, market structure, and risk management, Campbell shares his insights on the shifting role of interdealers, the impact of market regulation, and the trends shaping global energy and power trading.In this episode, Q and Campbell discuss:The role of interdealer brokers in facilitating large commodity transactions.How market liquidity, volatility, and regulation shape trading strategies.Why over-the-counter markets remain critical for managing risk in energy and commodities.The impact of electrification and data center growth on power markets.And Campbell's contrarian take on the future of net-zero policies and energy infrastructure.About Campbell FaulknerCampbell Faulkner is the Senior Vice President and Chief Data Analyst at OTC Global Holdings, the world's largest independent interdealer broker in commodities. With a background in market structure, quantitative modeling, and risk management, Campbell has been instrumental in developing analytics-driven solutions for energy and commodity trading.Over his career, he has worked closely with hedge funds, utilities, and oil majors, providing insights into market liquidity, volatility, and regulatory trends. Today, he leads the market data division at OTC Global Holdings, ensuring traders have the intelligence needed to navigate an increasingly complex financial landscape.

Commodity markets are often misunderstood—opaque, complex, and heavily influenced by regulation, liquidity constraints, and global supply chains. But what role do interdealer brokers play in facilitating large-scale transactions and ensuring market stability?This week, Quentin Scrimshire is joined by Campbell Faulkner, Senior Vice President and Chief Data Analyst at OTC Global Holdings. With decades of experience in commodity trading, market structure, and risk management, Campbell shares his insights on the shifting role of interdealers, the impact of market regulation, and the trends shaping global energy and power trading.In this episode, Q and Campbell discuss:The role of interdealer brokers in facilitating large commodity transactions.How market liquidity, volatility, and regulation shape trading strategies.Why over-the-counter markets remain critical for managing risk in energy and commodities.The impact of electrification and data center growth on power markets.And Campbell's contrarian take on the future of net-zero policies and energy infrastructure.About Campbell FaulknerCampbell Faulkner is the Senior Vice President and Chief Data Analyst at OTC Global Holdings, the world's largest independent interdealer broker in commodities. With a background in market structure, quantitative modeling, and risk management, Campbell has been instrumental in developing analytics-driven solutions for energy and commodity trading.Over his career, he has worked closely with hedge funds, utilities, and oil majors, providing insights into market liquidity, volatility, and regulatory trends. Today, he leads the market data division at OTC Global Holdings, ensuring traders have the intelligence needed to navigate an increasingly complex financial landscape.

How did USDA's recent annual crop production estimates for corn and soybeans coupled with the latest production forecasts from South America affect prices for both commodities? Rod Bain with USDA has the story.See omnystudio.com/listener for privacy information.

A lot of things can affect commodity prices, including weather, global events, and sometimes simple supply and demand.See omnystudio.com/listener for privacy information.

My guest today is Modest Proposal, joining me for our third conversation and the first in a few years. Modest is anonymous online, but one of the more thoughtful investors I know, overseeing a large pool of capital in public and private markets. He offers insight into many different corners of today's landscape, covering AI's frontier models versus open-source models, overcapacity issues in transportation in our post-COVID world, the potential economic impact of GLP-1 drugs, and more. Please enjoy my conversation with Modest Proposal. Listen to Founders Podcast For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Tegus, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.  Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:04:00) Comparison to Mid-2000s Commodity Markets (00:07:18) The Role of AI and Power Consumption (00:09:29) NVIDIA and the Future of AI Investment (00:13:10) Commercialization of AI and Market Dynamics (00:23:14) Public vs. Private Market Performance (00:28:03) Post-COVID Capital Cycles (00:30:32) Capital Expenditures and Post-COVID Market Distortions (00:31:47) Amazon's Capacity Expansion and Market Inflections (00:33:45) Challenges in Displacing Market Leaders (00:37:50) Behavioral Barriers in GLP-1 Adherence (00:39:58) Public vs. Private Market Allocations (00:45:08) International Equities and Japanese Market Potential (00:47:35) Market Structure and Trading Dynamics (00:53:22) AI Models and Future Market Implications

MacroVoices Erik Townsend &  Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and what's driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn   ⚫ Follow Ole on X: @Ole_S_Hansen