Podcasts about commodities

Feb 6, 2026 – Chris Puplava, Chief Investment Officer at Financial Sense Wealth Management, analyzes the recent tech sector sell-off, the disruptive impact of AI advancements like Claude Legal, and the broader market implications for investors...

Feb 6, 2026 – Jim Puplava and Asbury Research's John Kosar break down the evolving stock market landscape—from the Dow's record highs and sector shifts to the underperformance of Big Tech. Kosar reveals how market internals, like the drop...

On this episode of Joe Oltmann Untamed, Joe unleashes a full-frontal assault on the Democrat war against election integrity. Chuck Schumer doubles down on blocking the SAVE Act and voter ID despite 71% of Democrats supporting it while a 2012 clip of Obama being asked for ID exposes how far the party has fallen into hypocrisy. Meanwhile, a federal judge blocks Trump from letting Biden's Haitian TPS expire, proving activist courts are still shielding mass migration policies even when Trump does nothing. John Roberts slaps NDAs on Supreme Court clerks (per NYT), and Patrick Byrne hints that something big is around the corner. A young woman's viral takedown of “no one is illegal on stolen land” nonsense shows the brainwashing is cracking, accountability is coming, and it's going to hit hard.Commodity trading veteran Vince Lanci joins to break down the precious metals roller coaster ride: gold cooling off and silver rebounding as global tensions boil over. With central banks stacking gold, physical shortages emerging, and China's role in pricing metals growing, Vince connects the dots how geopolitical flashpoints, dedollarization, and economic cracks are fueling this bull run. He'll reveal the biggest under-the-radar risks/opportunities retail investors are missing, why silver could explode in the late stages, and what everyday people should do now (physical vs. paper, mining stocks, allocation) to protect wealth in a world racing toward AI dominance and energy battles.Colorado corruption takes center stage: Denver's ballot counting “transparency” tour from 2022 (featuring Jimmy Flanagan) gets a hard look, especially with his sister Lisa Flanagan-Crane's past Dominion ties and husband Matt Crane's role leading the County Clerks Association. Tina Peters flagged this “crime family cartel” years ago how does one family snake through Colorado's election systems? Jena Griswold tells the DOJ to “take a hike” on voter roll reviews, while Free As Can Be calls out GOP complicity in the mess. From activist judges blocking executive orders to schools indoctrinating kids, Colorado's one-party swamp is suffocating freedom time to demand arrests and rip the Band-Aid off. Tune in live truth is dropping, the cabal is exposed, and the fight is on!

Feb 6, 2026 – What just happened to silver? After a historic crash wiped out billions, is the bull market already over? In this critical interview, Jim Puplava sits down with The Morgan Report's Dave Morgan to dissect the violent sell-off and its stunning aftermath....

Feb 3, 2026 – Are the tides turning for tech and global markets? FS Insider's Cris Sheridan and Sevens Report founder Tom Essaye dive into 2026's major market rotations, from the shifting fortunes of big tech and AI to the explosive...

This interview is disseminated on behalf of Ioneer Ltd. With the lithium and boron markets experiencing heightened demand, Ioneer (ASX: INR | NASDAQ: IONR) is advancing its Rhyolite Ridge Lithium-Boron Project in Nevada, aiming to help establish a stable supply of these critical minerals. Managing Director Bernard Rowe shares insights into recent lithium price movements, boron's role in energy storage demand, and the steps the company is taking to advance its Nevada asset.Explore: https://www.ioneer.com/Watch the full YouTube interview here: https://youtu.be/6COeEm4rjdMAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

This was one of my favorite episodes of the year.I love interviewing anonymous Twitter personalities, and GorillaGrip delivered.Gorilla is a full-time commodities investor who's spent his life traveling the world, kicking rocks, meeting management teams, and making tons of money, along with a few mistakes here and there.This conversation goes deep into geopolitics, commodity cycle identification, how Gorilla analyzes materials companies, and more.You will love this episode if you like metals, materials, or commodities.DISCLOSURE: Nothing you hear on this podcast is investment advice. Please DYODD. This is all for educational purposes only.

Feb 3, 2026 – When markets soar but Main Street struggles, what signals should you trust? In this episode, Peter Boockvar, author of The Boock Report, explores the implications of Trump's choice for new Fed Chair, the recent parabolic move...

Today, we discuss the importance of energy, what the growing demand for energy means, and how hard it can be to deliver that energy. To demonstrate that, we are using Texas as a microcosm. Texas produces the greatest amount of energy in the US.  Its mix of energy spans renewables, nuclear, natural gas, coal, and yet its citizens pay some of the highest prices in the Southern States. At the same time, it's ground zero for hyper-scalers and is the epicenter of fracking yielding epochal volumes of hydrocarbon. To discuss all this and more is one of the leading lights in the Texas energy sector, Mike Howard, Founder and CEO of Howard Energy Partners, the largest privately owned mid-streamer in the US. Beyond his business ventures, Mike is a key advocate for energy's role in society and the importance of getting it right, in technology, in physics, in legislation and in investment. www.hcgroup.globalwww.hyperionsearch.com

Veteran mining executive Brad Rourke lays out the bullish case for gold development, detailing the rapid transition of Scottie Resources in a $5,000 gold environment. Rourke frames the frenzied energy at the Vancouver conference as a validation of a long-term thesis, noting the venue is "absolutely packed" with investors seeking hard assets.He points to the company's high-grade resource, off-take deal with Ocean Partners, and strategic position in BC's Golden Triangle as signals of a project moving toward production. Rourke argues that the coming era belongs to tangible resources, drawing a clear lesson from his own experience: “Commodities can't print commodities.” He is so convinced that he's directing his own children into the sector. Watch the video to hear his perspective on the Taiwan "hamburger helper" ore story, the 2028 production goal, and why he believes in under-promising and over-delivering.✅ FREE RESOURCESDownload The Private Wealth Playbook — a data-backed guide to strategically acquiring gold and silver for maximum protection, privacy, and performance. Plus, get Daniela Cambone's Top 10 Lessons to safeguard your wealth (FREE)

Feb 2, 2026 – On today's edition of the Lifetime Planning segment on the Financial Sense Newshour, Jim Puplava welcomes Jennifer Stevens from International Living to talk about their newly released Best Places to Retire in 2026...

The precious metals market has been on a tear, but experienced a severe correction last week. Part of it has to do with the nomination of Kevin Warsh as Fed chair. We'll discuss it, plus preview this week's big hiring and unemployment reports. Plus, from our partners at the BBC, one out of every five people over 65 in Japan is living with dementia or has early symptoms. How are businesses responding?

The precious metals market has been on a tear, but experienced a severe correction last week. Part of it has to do with the nomination of Kevin Warsh as Fed chair. We'll discuss it, plus preview this week's big hiring and unemployment reports. Plus, from our partners at the BBC, one out of every five people over 65 in Japan is living with dementia or has early symptoms. How are businesses responding?

We're back. Season 9 of the Hemp Show is here. In this season opener of the Lancaster Farming Industrial Hemp Podcast, we'll take you inside a hearing organized by the Center for Rural Pennsylvania that was meant to explain the hemp industry to state lawmakers — and ended up revealing something else entirely. The original intent of hemp in the Farm Bill was about agriculture and manufacturing, but the conversation has been dominated by intoxicating cannabinoids, chemical definitions and law enforcement concerns. This episode weaves together testimony from regulators, business owners and legislators and ultimately asks a simple but important question: When "hemp" is used to describe everything, what does the word actually mean anymore? Will farmers who want to grow fiber and grain get the short end of the stick again? Listen to what the hearing revealed and why clear definitions may be the key to Pennsylvania's hemp future. SUBSCRIBE to Lancaster Farming Newspaper https://www.lancasterfarming.com/subscribe/ Learn More: Pennsylvania Hemp Program (PA Dept. of Agriculture) https://www.agriculture.pa.gov/Plants_Land_Water/industrial_hemp Video of the Hemp Industry Hearing (Pennsylvania Farm Show) https://vimeo.com/1154816396/314acd404f Center for Rural Pennsylvania (Hearing Organizer) https://www.rural.pa.gov 2018 Farm Bill – Hemp Definition (USDA) https://www.usda.gov/farmbill Lancaster Farming Industrial Hemp Podcast Archive https://www.lancasterfarming.com/podcasts/hemp Thanks to our Sponsors: IND HEMP https://indhemp.com Americhanvre https://americhanvre.com King's AgriSeeds https://kingsagriseeds.com Hempcutter.com https://hempcutter.com HEMI hempinitiatives.org/

US equity futures is under pressure with S&P lower. Bonds firmer, which sees US 10-year yield down 4 bps at 4.2%. Dollar is easier versus yen, firmer elsewhere with biggest move against Aussie. Gold is selling off sharply, leaving it 20% below Thursday's record high level. Oil down more than 5%. Industrial metals broadly lower. Bitcoin is weaker. Commodity volatility is the big market-moving story as gold and silver tumble, extending Friday's plunge, where gold experienced its biggest daily drop in decades and silver suffered record decline. Dollar's rebound on Kevin Warsh's nomination as Fed chair is mentioned as downside catalyst though magnitude of selloff has brought more focus on very crowded longs and speculative froth being fueled in part by Chinese traders. Moves being made to curb frenzy with CME sharply raising gold and silver margins while some Chinese banks hiked minimum investment amount for gold accumulation services.Companies Mentioned: NCC, Nvidia, Ford Motor, Xiaomi

Most coaches don't have a marketing problem — they have a positioning problem. This video shows how to attract high-ticket clients without discounts or chasing leads.In this episode, Justin breaks down why most coaches stay stuck competing on price and exactly how to reposition yourself to attract high-ticket, premium clients without chasing leads, discounting, or posting generic fitness content.You'll learn how elite coaches sell outcomes, performance, and systems — not workouts and macros — and how to structure your content, offer, and sales pipeline to convert executives and high performers who value results over price.If you're tired of commodity coaching and want to build a category-of-one coaching business, this video lays out the framework step by step.

Jan 30, 2026 – Amid a global race for resources, Financial Sense's Jim Puplava unpacks the “invisible chokehold” disrupting energy and minerals supply chains in the US and around the world. Puplava outlines America's decline in coal and nuclear power...

Jan 30, 2026 – Has the dollar's reign ended? In this detailed interview, Jim Puplava sits down with veteran metals strategist Greg Weldon to dissect the powerful fundamentals driving metals and the broader commodities prices, from unsustainable...

Jan 30, 2026 – Market optimism faces a reality check as Financial Sense Newshour interviews Craig Johnson, renowned for his accurate market calls. Despite record highs, Johnson discusses recent sell-offs triggered by weaker-than-expected...

Do investors need a new barbell strategy? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses market drivers and portfolio positioning with Chris Hussey on the Goldman Sachs trading floor.  This episode was recorded on January 29, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html Goldman Sachs does not endorse any candidate or any political party. © 2025 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Simon Constable reports from temperate France with commodities analysis, noting copper and gold trading dear as industrial demand and safe-haven buying drive precious and base metals prices higher.

Markets digest Microsoft fallout and a packed earnings slate led by Apple, Visa and key memory names. Patrick Moorhead of Moor Insights explains the “circular AI unwind” and what it means for hardware, software and valuations, while Liz Ann Sonders of Charles Schwab sets the broader market context and investor positioning. The meme-ification of the metals trade with Francisco Blanch of Bank of America. Live from Cupertino, Steve Kovach brings Apple earnings. Instant reaction from Gil Luria of D.A. Davidson and Patrick Moorhead of Moor Insights. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the "Seduction Phase" of agentic AI to the terrifying prospect of human cognitive atrophy. We debate the rise of Claude Bot and local LLMs, breakdown Dario Amadei's warning of a "country of geniuses," and ask if we are becoming nothing more than "Meat AI." Plus, how to position your portfolio when capital eats labor.Welcome to the Alfalfa Podcast

- Ismael Nieves, General Manager, Primient iPROOF  - Vijay Singh, IBRL University of Illinois  ★ Support this podcast ★

Pat and Mike discuss a bump in the grain market, Trumps Iowa agenda, and more in this weeks Grain Talk Podcast

Jan 27, 2026 – Our next guest, David Woo, CEO of David Woo Unbound, believes 2026 could be the year the impossible becomes plausible, as we shift into a post rules-based international order. While the US and China battle for dominance...

Gold, copper and silver have gone parabolic. The dollar is falling. And yet, hydrocarbons remain at an inflation adjusted all-time lows. Is the world being complacent due to the narrative of the oil glut, food glut, and natural gas glut. However, as our guest Jeff Currie says "if you have to scrape the data for evidence of a glut, perhaps there isn't one" Are we headed for a great repricing? Are we on the precipice of inflation and macro-economic turmoil. As tech companies plow their free cash flow into assets, will the investors return to hydrocarbons?

Welcome to Q&A Wednesday: The YouTube Chat Free-for-All — our most interactive show of the week. Lance Roberts & Danny Ratliff answer real-time questions straight from the YouTube live chat. No scripts. No pre-selected topics. Just timely, unfiltered discussion on the issues investors are wrestling with right now. 0:00 - INTRO 0:19 - Major Mega Cap Earnings After the Bell Today 3:27 - Re-setting the Doomsday Clock 5:59 - Markets Set (Another) All-time High 11:31 - Metals as Assets - Where Are Retail Investors Piling In? 21:14 - Commodities are Just an Asset 22:33 - Dollar's Decline & Relative Strength 25:16 - Should You Pay Off Your Mortgage? 29:00 - Tokenization of Real Estate Holdings 33:27 - Roth Conversions Ahead of Higher Taxes 35:04 - How Does an Economy Work in an AI Environment 36:08 - Buying Houses for $500 Down 36:58 - Private Lending Fund? NO. 39:33 - Do Not Sell Gold to Buy a Porsche 40:38 - Take Risk, Retire Young? 44:44 - When is the proper time to rebalance portfolio? 45:54 - Risk vs Volatility 48:23 - CME Raising Silver Margin Requirements 50:17 - What Are Allocations in All-Weather Portfolio? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=XLaWDc-IGAw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Watch our previous show, "Work Sucks...or Does It?," here: https://www.youtube.com/live/ziEdWYE1VwQ -------- The latest installment of our new feature, Before the Bell, "Big Tech Drives Market Highs" is here: https://youtu.be/ut624yuAvDg ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketOutlook #MarketRisk #SP500 #EarningsSeason #PortfolioManagement #QAWednesday #InvestorQuestions #MarketVolatility #FinancialEducation #RiskManagement

Welcome to Q&A Wednesday: The YouTube Chat Free-for-All — our most interactive show of the week. Lance Roberts & Danny Ratliff answer real-time questions straight from the YouTube live chat. No scripts. No pre-selected topics. Just timely, unfiltered discussion on the issues investors are wrestling with right now. 0:00 - INTRO 0:19 - Major Mega Cap Earnings After the Bell Today 3:27 - Re-setting the Doomsday Clock 5:59 - Markets Set (Another) All-time High 11:31 - Metals as Assets - Where Are Retail Investors Piling In? 21:14 - Commodities are Just an Asset 22:33 - Dollar's Decline & Relative Strength 25:16 - Should You Pay Off Your Mortgage? 29:00 - Tokenization of Real Estate Holdings 33:27 - Roth Conversions Ahead of Higher Taxes 35:04 - How Does an Economy Work in an AI Environment 36:08 - Buying Houses for $500 Down 36:58 - Private Lending Fund? NO. 39:33 - Do Not Sell Gold to Buy a Porsche 40:38 - Take Risk, Retire Young? 44:44 - When is the proper time to rebalance portfolio? 45:54 - Risk vs Volatility 48:23 - CME Raising Silver Margin Requirements 50:17 - What Are Allocations in All-Weather Portfolio? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=XLaWDc-IGAw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Watch our previous show, "Work Sucks...or Does It?," here: https://www.youtube.com/live/ziEdWYE1VwQ -------- The latest installment of our new feature, Before the Bell, "Big Tech Drives Market Highs" is here: https://youtu.be/ut624yuAvDg ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketOutlook #MarketRisk #SP500 #EarningsSeason #PortfolioManagement #QAWednesday #InvestorQuestions #MarketVolatility #FinancialEducation #RiskManagement

- Scott Irwin, University of Illinois ★ Support this podcast ★

Send us a textIn this conversation, Joe Camp discusses the potential for a commodity market super cycle, driven by inflation concerns, shifts in monetary policy, and geopolitical factors. He emphasizes the importance of understanding supply and demand dynamics and how these elements can influence commodity prices, particularly in the context of grains and livestock. The discussion also touches on the role of retail traders and institutional investors in shaping market trends.Stay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

The Steelers reportedly found Nate Scheelhaase ‘too inexperienced' to be considered for a head coach job. But the guys did note that Gerry Dulac referred to Scheelhaase as the ‘hottest of commodities' in the next year or two for teams looking for a head coach. Why didn't the Steelers take a chance on him? 93.7 The Fan Sports Director Jeff Hathhorn joined the show. Jeff told us Patrick Graham as DC is likely, but not official just yet. Jeff said Lunda Wells as OC has some smoke to it, but again, nothing official. Jeff told us the Steelers are ‘setting the table' for an Aaron Rodgers return and if he wants to come back, it will happen. Jeff described Will Howard as the ‘in-house' option and would rather them just run him out on the field next season and let the chips fall. Is Jonnu Smith on his way out the door? Jeff thinks this change sets up well for Pat Freiermuth. He would be surprised if Kenneth Gainwell isn't viewed as a priority this offseason. Jeff reported to us that the Steelers front office told Rodgers they need to know ‘within a month' if he will return. Jeff likes the foundation on the defense that the next coordinator will be able to play around with. Judge Donny – Is it unjust that Bill Belichick was not a first ballot Hall of Famer?

How I survived a silent Buddhist retreat, and other thoughts on the commodity of our attention!Welcome back to another episode, if you enjoy this, please send it to a friend and consider leaving me a review ♥️I will be off of Instagram for the foreseeable future perhaps until spring perhaps longer. If you want to get in contact, please email me at Jena ocean@gmail.com. I will still be accepting bookings for one-on-one work at Joyplay.org/bookings.

Jan 26, 2026 – Gold and silver prices have gone parabolic. CPM Group's Jeff Christian speaks with FS Insider to unpack the forces behind the explosive move in gold, silver, and other commodities. Christian explores the sustainability (or unsustainability)...

Jan 26, 2026 – What if you could recharge your body's cellular battery as easily as you charge your phone? In this groundbreaking conversation, Jim Puplava sits down with Biocharger CEO and co-founder Jim Law to explore a revolutionary device...

Questcorp Mining (CSE: QQQ | OTCQB: QQCMF | FSE: D910) is signaling strong potential for long-term growth, having recently released highlights from its Phase 1 Drill and Exploration Program at the La Union Project in Sonora, Mexico. Founding Director, President, and CEO Saf Dhillon shares why this milestone sets the company apart, what the team discovered in terms of gold, silver, zinc, and lead mineralization, and why the company is optimistic about future discoveries across targets.Explore:  https://questcorpmining.ca/Watch the full YouTube interview here: https://youtu.be/mdbWjhZNINAAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

From completing Phase 1 drilling at the Gowganda West Project, which builds on the company's early drill discovery, to advancing plans for a diverse and balanced commodities portfolio, iMetal Resources (TSXV: IMR | OTCQB: IMRFF | FRA: A7VA) stands out as a dynamic micro-cap with strong long-term potential.Learn more as President & CEO Saf Dhillon shares key exploration updates, explains what they mean for iMetal Resources' growing momentum, and outlines the company's strategy for future growth.Discover: https://imetalresources.ca/Watch the full YouTube interview here: https://youtu.be/qWHzboRo6JIAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

As the stock market witnesses high volatility, experts anticipate potential sharp corrections in the stock market as well as gold and silver prices. ~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul00:00 Intro00:10 Sponsor: iTrust Capital01:00 Metals top in?01:30 Crypto marketcap02:30 Tom Lee: Time to sell metals?03:50 BTC/Silver bottom?04:45 TACO Tuesday05:30 Bloomberg: Bullish for investors not traders06:50 EU & India08:20 IMF doing the unthinkable09:30 BlackRock backtracks BTC sell-off10:10 Asset owners winning10:30 Morgan Stanley: Post Davos14:20 Christine Lagarde: Central banks may not always be around15:30 Bitcoin vs Gold is completely broken16:45 The world is waiting on crypto17:00 Outro#Crypto #bitcoin #ethereum~Trillion Dollar Comeback into Crypto?

Simply Wall St Market Insights for the week ending the 27th January 2026.To read the full article: ⁠⁠⁠⁠⁠How to invest when commodity prices get messyCreate a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FREE account for Simply Wall St⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to get access to these insights, and fundamental analysis on tens of thousands of stocks all over in the world!Get actionable insights with our upgraded ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Portfolio tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and make managing your stocks a breeze.Discover and follow new perspectives or share your ideas with other investors in our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠global community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Reduce your search time and find hidden opportunities that suit your goals with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠custom screeners.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Learn our investing framework by following our comprehensive 6-part "⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Invest with confidence⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠" series.Simply Wall St have no position in any of the companies mentioned. This recording is general in nature. We provide analysis based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take into account any of your objectives or your financial situation. We aim to bring you long-term focused analysis, driven by fundamental data.Note that our analysis may not factor in the latest price, sensitive company announcements or qualitative material.

What happens when someone who's spent decades inside the lighting industry's machinery gets straight to it?In this episode of LytePOD, host Sam Koerbel sits down with Geoff Marlow, a veteran consultant and industry strategist who has witnessed firsthand the seismic shifts reshaping architectural lighting—from the rise of LED technology to the relentless wave of consolidation, private equity takeovers, and the erosion of relationships that once held this industry together.Geoff walks through what he calls TTO—the convergence of talent scarcity, technical complexity, and the shift from products to outcomes—and explains why the industry's failure to address these forces is creating chaos across every layer of the supply chain. He reveals why manufacturers, reps, distributors, and designers are all pointing fingers at each other's margins while missing the bigger picture: the process itself is broken. Projects are treated as linear when they're actually iterative. Relationships are treated as poetry when they need to be built on definitive, measurable trust. And consolidation—whether it's reps buying reps, manufacturers buying manufacturers, or private equity rolling up portfolios—keeps failing because purpose is missing.But this isn't just a diagnosis. It's a call to action. Geoff argues that the industry needs to move from inductive chaos to deductive clarity—starting with outcomes, not guesswork. Those margin dollars aren't owed, they're earned. That partnership isn't owed, it's earned. That enthusiasm isn't owed, it's earned. And that if the industry can't create a shared language, a shared purpose, and a shared commitment to solving problems together, it will continue to eat itself from the inside out.

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Gbenga Ajilore analyzes how recent policy changes are creating challenges for rural communities. Topics include rural hospitals facing closure as ACA subsidies expire, electricity price increases amid clean energy program cancellations, and concerns about state-level management of food assistance programs.

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In this episode, Niels hosts Yoav Git to explore inflation risk, bond fragility, and the changing role of trend following in a world defined by supply shocks and declining trust. Drawing on recent research and market behavior, the conversation examines why traditional bond allocations struggle during inflationary regimes and how commodity trend strategies may offer structural resilience. The discussion spans geopolitics, deglobalization, energy markets, fixed income autocorrelation, and the limits of forecasting macro outcomes. Rather than predicting inflation's path, the episode focuses on portfolio construction that can endure multiple regimes. What emerges is a disciplined argument for robustness over precision in an increasingly unstable global system.-----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 Yoav on LinkedIn.Episode TimeStamps:00:00 - Introduction and series context01:08 - Inflation back on the radar02:38 - Recent podcast influences and inflation narratives06:56 - Geopolitics, trust, and market fragmentation08:52 - Commodities, volatility, and supply driven moves10:48 - Trend performance and early 2026 conditions11:30 - Fixed income, FX, and emerging market trends17:26 - The all weather portfolio problem18:18 - Bonds, inflation regimes, and correlation breakdowns22:39 - Commodity trend as a defensive building block27:01 - Are markets signaling higher inflation ahead30:04 - What...

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