Podcast appearances and mentions of james brodie

This episode of Macro Mondays aired live at 12:30pm BST on Monday, the 12th of May, 2025. Join us LIVE every Monday at 12:30 PM UK time for Macro Mondays with James Brodie and James Todd, where we break down the biggest financial market moves and what's coming next!

This episode of Macro Mondays aired live at 12pm on Monday, the 14th of April, 2025. Join us LIVE every Monday at 12:30 PM UK time for Macro Mondays, where we break down the biggest financial market moves and what's coming next!

This episode of Macro Mondays aired live at 12:30pm on Monday, the 31st of March, 2025. Join us LIVE every Monday at 12:30 PM UK time for Macro Mondays with James Brodie and James Todd, where we break down the biggest financial market moves and what's coming next!

Register your interest in James Brodie's Onyx Institute trading course here: onyxcapitalgroup.com/trading-courses Contact us about learning & development: OnyxLND@OnyxCapitalGroup.com Trade with Onyx Markets: onyxmarkets.co.uk This episode of Macro Mondays aired live at 12:30pm on Monday, the 24th of March, 2025. Join us every Monday at 12pm UK time for Macro Mondays LIVE with James Brodie and James Todd, as we unpack the major developments shaping global markets and look ahead to a pivotal week. Key highlights this week: A dovish Fed sees risk sentiment rally LEI & US CEO business confidence both fall sharply Gold uptrend stalls, while Brent sits on key $69 support April 2nd tariff deadline looms Key data releases this week: Monday – EZ, UK & US flash PMIs Tuesday – German IFO, US home sales & consumer confidence Wednesday – Australian CPI, UK CPI Thursday – Japan Tokyo CPI, US jobless claims, pending home sales Friday – UK retail sales, US Umich sentiment, Core PCE deflator CFDs and spread bets are complex instruments and come with a high risk of losing money rapidly due to leverage. The vast majority of retail client accounts lose money when trading in CFDs and spread bets. You should consider whether you understand how CFDs and spread bets work and whether you can afford to take the high risk of losing your money.

Trade with Onyx Markets: onyxmarkets.co.uk Learn more about James Brodie's Onyx Institute trading course: onyxcapitalgroup.com/learn Contact us about learning & development: OnyxLND@OnyxCapitalGroup.com This episode of Macro Mondays aired live at 12pm on Monday, the 17th of March, 2025. Join us every Monday at 12pm UK time for Macro Mondays LIVE with James Brodie and James Todd, as we unpack the major developments shaping global markets and look ahead to a pivotal week. Key highlights this week: Chinese data beats expectations while US data continues to disappoint Gold surges through $3,000 U.S. equity declines continue Trump speaks with Putin Tuesday Key data releases this week: Monday – U.S. retail sales Tuesday – EZ economic sentiment, US housing starts Wednesday – BOJ & FOMC rate decisions, NZ GDP Thursday – BOE rate decision, Aussie employment, US leading index Friday – US consumer confidence Tune in for expert insights, actionable analysis, and an in-depth look at how these shifts impact the markets and your strategies. Don't miss it! https://linktr.ee/onyxcapitalgroupFollow us: YouTube: https://www.youtube.com/@worldofoilderivativesLinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/X: https://x.com/Onyx__EdgeTikTok: https://www.tiktok.com/@onyxcgroupInstagram: https://www.instagram.com/onyxcgroup/CFD- and spread bet-retail accounts generally lose money.

Trade with Onyx Markets: onyxmarkets.co.uk Sign up for James Brodie's Onyx Institute trading course: onyxcapitalgroup.com/learn This episode of Macro Mondays aired live at 12pm on Monday, the 10th of March, 2025. Join us every Monday at 12pm UK time for Macro Mondays LIVE with James Brodie and James Todd, as we unpack the major developments shaping global markets and look ahead to a pivotal week. Key highlights this week: U.S. employment data in line with expectations German fiscal expansion sends yields surging (worst day in 35 years) China falls into deflation again Dollar's 3rd worst week in 15 years Bullish bets for oil near 15-year lows Key data releases this week: Tuesday – JOLTS job openings Wednesday – US CPI, mortgage applications, BOC rate decision Thursday– US PPI Friday – US consumer sentiment, UK GDP & IP  Tune in for expert insights, actionable analysis, and an in-depth look at how these shifts impact the markets and your strategies. Don't miss it! https://linktr.ee/onyxcapitalgroupFollow us: YouTube: https://www.youtube.com/@worldofoilderivativesLinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/X: https://x.com/Onyx__EdgeTikTok: https://www.tiktok.com/@onyxcgroupInstagram: https://www.instagram.com/onyxcgroup/CFD- and spread bet-retail accounts generally lose money.

This episode of Macro Mondays aired live at 12pm on Monday, the 3rd of March, 2025. Join us every Monday at 12pm UK time for Macro Mondays LIVE with James Brodie and James Todd, as we unpack the major developments shaping global markets and look ahead to a pivotal week.Key highlights this week: • Weak U.S. data as market fears growth over inflation • Trump stirs geopolitical tensions; tariff announcements Tuesday • Nasdaq regains support • Tesla down 41% off highs • China data improves - signs of recovery?Key data releases this week: • Monday – US ISM Manufacturing PMI • Tuesday – Trump sets tariff levels, Aussie retail sales, EZ Unem. Rate • Wednesday – EZ, UK & US services PMI, ADP employment • Thursday –  ECB (25bp cut expected), initial jobless claims • Friday – EZ GDP, US & Canadian payroll dataTune in for expert insights, actionable analysis, and an in-depth look at how these shifts impact the markets and your strategies. Don't miss it! https://linktr.ee/onyxcapitalgroup Follow us: YouTube: https://www.youtube.com/@worldofoilderivatives LinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/ X: https://x.com/Onyx__Edge TikTok: https://www.tiktok.com/@onyxcgroup Instagram: https://www.instagram.com/onyxcgroup/ CFDs and spread bets are complex instruments and come with a high risk of losing money rapidly due to leverage. The vast majority of retail client accounts lose money when trading in CFDs and spread bets. You should consider whether you understand how CFDs and spread bets work and whether you can afford to take the high risk of losing your money.

This episode of Macro Mondays aired live at 12:30pm on Monday, the 24th of February, 2025. Join us every Monday at 12:30pm UK time for Macro Mondays LIVE with James Brodie and James Todd, as we unpack the major developments shaping global markets and look ahead to a pivotal week. Key highlights this week:Conservatives win German electionWeakest US consumer sentiment since Nov '23S&P at critical level; Nasdaq sitting on key supportMeta reverses massive winning streak Key Data Releases This Week:Tuesday: US house prices & consumer confidenceWednesday: Australian CPI, German consumer confidence, US new home sales, NvidiaThursday: US durable goods orders, Japan retail sales & IPFriday: US inflation (PCE deflator) Tune in for expert insights, actionable analysis, and an in-depth look at how these shifts impact the markets and your strategies. Don't miss it! https://linktr.ee/onyxcapitalgroup Follow us:YouTube: https://www.youtube.com/@worldofoilderivativesLinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/X: https://x.com/Onyx__EdgeTikTok: https://www.tiktok.com/@onyxcgroupInstagram: https://www.instagram.com/onyxcgroup/ CFDs and spread bets are complex instruments and come with a high risk of losing money rapidly due to leverage. The vast majority of retail client accounts lose money when trading in CFDs and spread bets. You should consider whether you understand how CFDs and spread bets work and whether you can afford to take the high risk of losing your money.

This episode of Macro Mondays aired live at 12pm on Monday, the 17th of February, 2025. Join us every Monday at 12pm UK time for Macro Mondays LIVE with James Brodie and James Todd, as we unpack the major developments shaping global markets and look ahead to a pivotal week. Key highlights this week:- Trump brings Putin to the negotiation table- Market uncertainty surges; economic policy uncertainty index hits highest in 25 years- Trump issues new tariffs- Weak U.S. retail sales data Key Data Releases This Week:Tuesday: RBA rate decision, UK employmentWednesday: Housing starts, Fed minutes, UK CPIThursday: Aussie employmentFriday: Flash PMIs, US consumer sentiment, Existing home salesSunday: German elections20% S&P 500 companies reporting Tune in for expert insights, actionable analysis, and an in-depth look at how these shifts impact the markets and your strategies. Don't miss it! https://linktr.ee/onyxcapitalgroup Follow us:YouTube: https://www.youtube.com/@worldofoilderivativesLinkedIn: https://www.linkedin.com/company/onyx-capitalgroup/X: https://x.com/Onyx__EdgeTikTok: https://www.tiktok.com/@onyxcgroupInstagram: https://www.instagram.com/onyxcgroup/ CFDs and spread bets are complex instruments and come with a high risk of losing money rapidly due to leverage. The vast majority of retail client accounts lose money when trading in CFDs and spread bets. You should consider whether you understand how CFDs and spread bets work and whether you can afford to take the high risk of losing your money.

This special episode of Macro Mondays LIVE from Singapore aired at 12pm GMT on Monday, 10th February 2025.Join us every Monday at 12:30 PM UK time for Macro Mondays LIVE with James Brodie, as we unpack the major developments shaping global markets and look ahead to a pivotal week. Key highlights this week:- We're seeing stronger US economic data and employment data - but Fed is still wary of inflation.- Chinese tech stocks are looking strong.- Bank of England cut 25bp - but central bank warns of inflation.- Trump is still looking to lower oil prices.- Gold hits new all-time highs. Key Data Releases This Week: Tuesday: Fed Powell testimony, UK retail salesWednesday: US CPIThursday: US PPI, UK GDP, EZ IPFriday: US retail sales & IP, EZ employmentTune in for expert insights, actionable analysis, and an in-depth look at how these shifts impact the markets and your strategies. Don't miss it! CFD- and spread bet-retail accounts generally lose money.

This episode aired live at 12:30pm UK time. Join us every Monday for Macro Mondays LIVE with James Brodie, as we unpack the major developments shaping global markets and look ahead to a pivotal week. Key Highlights: -Trump implements 25% tariff on Mexico & Canada, 10% on China. Trump has said the EU is "really out of line," and has warned of potential 100% tariffs if BRICS attempt to replace US dollar. -Bitcoin volatility is spiking, with Ethereum down -37%. Key support 91,370. -DeepSeek upends US tech stocks; NVIDIA down -17%, Alibaba up +17%.  -US housing continues to weaken; existing home sales are lowest since 1995, pending home sales fell -5.5% in December, and first-time buyers accounted for 24% - a record low. -European data is weak; OIS prices 75bp cuts this year. -WTI opened up 2%, and Brent rose about 1% but retracted. This isn't a supply disruption, but a price distortion. Canadian producers may foot the tariff bill.Key Data Releases This Week: Monday: US ISM manufacturing PMI, China Caixin PMIs Tuesday: JOLTS Wednesday: US Services PMI, ADP, China Caixin Services PMIs, UK & EZ PMIs Thursday: BOE meeting (-25bp cut expected) Friday: U.S. & Canada payrolls Plus 20% S&P 500 report earnings this week Tune in for expert insights, actionable analysis, and an in-depth look at how these shifts impact the markets and your strategies. Don't miss it! CFDs and spread bets are complex instruments and come with a high risk of losing money rapidly due to leverage. The vast majority of retail client accounts lose money when trading in CFDs and spread bets. You should consider whether you understand how CFDs and spread bets work and whether you can afford to take the high risk of losing your money.

Join us this Monday at 12:30 PM UK time for Macro Mondays LIVE with James Brodie and James Todd, as we unpack the major developments shaping global markets and look ahead to a pivotal week. Key Highlights:DeepSeek's Disruption: U.S. tech stocks tumble as DeepSeek's cost-effective AI model challenges the dominance of advanced chip manufacturing, sending Nasdaq down 3.4%. Nvidia faces a -5% open.Trump's Tariffs: A 25% tariff on Canada and Mexico starting February 1st rattles markets, alongside calls for immediate interest rate cuts.China PMI Weakness: Manufacturing PMI drops to 49.1 (est. 50.1), signalling deeper deflationary risks, while services PMI weakens further.Global Housing Slump: U.S. mortgage demand hits a 30-year low as inventories surge, and home sales collapse. Housing is set to dominate the 2025 economic narrative.Market Volatility: Bitcoin's wild swings see risk near $91,370, gold eyes new all-time highs targeting $2,790, and copper surges but faces resistance.Europe's Struggles: Germany slashes its GDP growth forecast for 2025 and 2026, while France plans spending cuts amidst weakening PMIs.Key Data Releases This Week:Monday: U.S. New Home SalesTuesday: Durable Goods Orders, Consumer ConfidenceWednesday: U.S. Federal Reserve MeetingFriday: Core PCE Inflation, Employment Cost IndexTune in for expert insights, actionable analysis, and an in-depth look at how these shifts impact the markets and your strategies. Don't miss it! #MacroMondays #GlobalMarkets #DeepSeek #TrumpTariffs #USTechStocks #Bitcoin #Gold #Copper #HousingMarket #PMIData #ChinaEconomy #GermanyGDP #FranceEconomy #Nasdaq #InterestRates #MarketVolatility

This episode aired live at 12:30pm UK Time. James Brodie and James Todd look at the previous weeks Macro events and to the week ahead. In US data, inflation is trending higher, pushing both yields and the dollar higher, and this is a definite warning signal for 2025. Job postings are continuing to fall, but small business sentiment is surging leading up to Trump's inauguration. Equity investors are looking the most bullish ever, as Nasdaq reaches new all-time highs. In China, yields are trending aggressively lower, not helped by further weakness in house prices and weaker than expected retail sales, but EV sales are surging. In Europe, France has been downgraded by Moody's to Aa3, and UK GDP unexpectedly contracted. UK-European relations will continue to face trade hurdles. Bitcoin is breaking out even higher, touching $106,500. Meanwhile, Brent price remains in a narrow range and silver is looking for support. Key events for the week include:Tuesday: US retail salesWednesday: Federal Reserve meeting (-24bp priced)Thursday: BOJ (+4bp priced), existing home salesFriday: PCE inflation data

This episode of Macro Mondays aired live at 12:30pm UK Time. James Brodie and James Todd look at the previous weeks Macro events and to the week ahead. This week, we discuss falling global bond yields as both American and Canadian unemployment saw increases, while ISM Services PMI surprisingly fell sharply. Data over the weekend also highlighted continued deflation in China, while Japanese salaries saw a record gain with the BOJ expected to hike on the 19th of December. In Europe, the French political turmoil continues, while German industrial production showed unexpected weakness. Meanwhile the UK data also missed across the board, PMI, retail sales, and business confidence data all came in lower than expectation. We discuss these impacts on the markets highlighting key charts and trends. Bitcoin is seeing volatility around $100,00, and Altcoins are surging. Meanwhile, Brent volatility continues to fall amongst unrest in Syria. James and James also discuss gold and copper prices. Key events for the week include:Wednesday: U.S. CPI, BOC (-48bp)Thursday: U.S. PPI, ECB (-27bp), SNB (-36bp)

This episode of Macro Mondays aired live at 12:30pm UK Time as James Brodie and James Todd look at the previous weeks Macro events and to the week ahead.This week, the S&P 500 hit a new all-time high and is trending higher overall. US consumer confidence and US Black Friday online sales hit a highs as well, and stock market optimism has soared. On the other hand, US new home sales fell 17.3% while US homes for sale continued to trend high. US debt looms and the yield suggests a dollar top is near.We saw mixed Chinese data over the weekend, with record monthly outflows from major Chinese ETFs and bond yield the lowest in decades. Germany October retail sales fell, and the Eurozone November CPI inflation rose 2.3% Y/Y. Brent volatility and gold both fell.Key events for the week include: Monday: ISM manufacturing PMITuesday: JOLTS job opening dataWednesday: ADP employment data, ISM services, FED's Powell speaksThursday: Initial jobless claims dataFriday: November jobs report, consumer confidence

This episode of Macro Mondays was recorded at 4:30pm GMT on Friday, the 1st of November.On today's episode, James Todd is joined by Research Analyst Will Cunliffe - as James Brodie is travelling - to dive into the latest macroeconomic developments shaping global markets. They discuss whether we're seeing an unwinding of the "Trump trade" as gold and the S&P 500 opened weaker on Thursday, 31st October. We're seeing mixed data out of the US, with a mix of increased consumer confidence and disappointing non-farm payrolls. In the US, corporate spreads are also falling; ICE Bank of America high yield OAS spreads are the smallest they've been since 2005.Gold saw its worst drop since July, and we're seeing mixed earnings among companies with Amazon and Tesla looking strong but Microsoft looking disappointing. Brent, meanwhile, rallied over Middle East concerns.

Join us LIVE with James Brodie and James Todd for Macro Mondays.On today's episode, James Brodie and James Todd dive into the latest macroeconomic developments shaping global markets. Oil prices have seen a significant drop off following Israel's targeted strikes on Iranian defense systems.The US 30-year mortgage rate is up to 7.25%, marking the housing market's most unaffordable level since the mid-1980s. This coincides with bonds now offering higher yields than stocks, a rarity not seen in 22 years. James and James dive into the complexities of the US election, exploring the potential economic impacts of a "Trump trade" scenario. Betting markets suggest a 62% chance of Trump winning, which could lead to increased tariffs and reduced Fed independence, driving inflation upwards to as much as 9.3% by 2026 (according to projections from the Peterson Institute for International Economics). We'll keep a close eye on these developments as we near election week.The Eurozone, meanwhile, is facing weak manufacturing and service PMIs - especially in France and Germany. Dovish comments from ECB officials underscore concerns over stagnation in the German economy, with hints at future rate cuts. In Asia, Japan's ruling party has lost its majority, and the IMF anticipates that the Bank of Japan will gradually raise rates, while China deals with record local debt defaults amid demographic challenges and trade uncertainties due to U.S. tariffs.The team also take a look at the upcoming economic data schedule and the equities market. 

On today's episode, James Brodie and James Todd dive into the latest macroeconomic developments shaping global markets. The U.S. housing market faces steep challenges as mortgage applications drop by 17%, and the 30-year mortgage rate hits 7.25% - the highest since July. Across the Atlantic, UK house prices show slower growth at 0.3% month-on-month. They also cover key updates from the Federal Reserve, with Atlanta Fed President Raphael Bostic emphasising that rate cuts are not imminent despite a strong labour market and declining inflation. In China, the government moves to double its loans for unfinished properties to $562 billion in efforts to stabilise the housing sector, while liquidity measures and interbank rates signal ongoing stress in the financial system. With China's credit growth slowing, they explore what this means for global investors. As the U.S. election draws closer, they examine Trump's growing lead in prediction markets and discuss the impact on the financial landscape as well as Elon Musk's controversial support for Trump's 2024 presidential campaign. Finally, tune in for insights into the crypto market as Bitcoin trends higher but faces resistance at $71,800 and $73,800.

This week, James Brodie and James Todd dive into the latest developments in the global economy, inflation, and U.S. politics. They begin by exploring weak Chinese economic data and discuss how China's worsening deflationary environment and a disappointing stimulus package announcement could impact global markets. They break down the latest U.S. inflation figures, with the CPI falling to 2.4% YoY but exceeding expectations. They also analyse insights from the recent FED minutes and comments from Goldman Sachs, discussing the Fed's outlook on inflation and the rate cut trajectory priced by the OIS and bond markets. James Brodie and James Todd address the oil market's high volatility, fuelled by rising Middle East tensions and the Pentagon's recent announcement of military support for Israel against Iranian threats. In the second half of the episode, Onyx Head of Recruitment, Matt Aspin, joins to provide insights into the upcoming U.S. election. Matt delves into the latest polls and betting odds, revealing a tight race, with Harris leading in polls but Trump ahead in betting odds. Matt draws comparisons to the 2016 election and assesses the accuracy of these predictions and what they could mean for the 2024 race. 

In this deeply moving episode of Journey To Legacy, we sit down with James Brodie, the creative force behind Brodie Street. James opens up about his journey as a music producer and songwriter, sharing how he used music and creativity to navigate through mental health challenges and multiple traumas. His story is one of resilience, creativity, and the power of turning brokenness into something beautiful.

All Chinese data is coming out weaker than expected, with unemployment rising to 5.3% and the economy entrenched in deflation with the GDP deflator declining for its fifth consecutive quarter. The Chinese CS300 equity index is trading at it's lowest level since 2019, and property shares have declined by over 90% in just 4 years.James Brodie and James Todd focus on the upcoming Federal Reserve meeting; will they cut 25bp or 50bp? They also investigate the betting odds for Trump and Harris in regard to the upcoming election, and also discuss the weak sentiment for U.S. small business. A NFIB small business survey showed the second-lowest reading since 1985, where only the GFC was worse.Onto commodities, gold made an all-time high, reaching $2,466. Meanwhile, USDJPY and the U.S. 2-year bond yield make new cycle lows.Key data releases this week:Monday- NY Empire manufacturing dataTuesday - U.S. retail sales, Cad inflationWednesday - U.S. Fed FOMC rate decisionThursday - Aussie employment, BOE rate decisionFriday - BOJ rate decision, UK & Cad retail sales

Please note, this episode was recorded on Friday 23rd August at 17.00. Macro Specialist James Brodie and Trader, Director James Todd  delve into Powell's Jackson Hole testimony, the weak manufacturing PMI globally and UK inflation below expectations. They also take a look at inflation within the UK and the soft prices we've been seeing in crude oil over the past week. James Brodie and James Todd look into the OIS pricing to see what's priced by the central banks in the forthcoming central bank meetings and also look at the week ahead, including; key markets, trends, charts and risks. Chairman Powell's Jackson Hole testimony that came out on Friday, basically said, he was dovish, however, he made it clear that the Fed would be data dependent. We expected exactly this because the OIS is pricing between 25 and 50 basis points of cuts at the September meeting, giving the Feds a month to watch the data. Although Powell clearly didn't want to have to paint them into a corner 25 or 50 this far in advance. He said. We do not seek or welcome further labour market cooling, so they're clearly, quite concerned about employment. The key data to look out for this week is;     Tuesday; U.S. consumer confidence, German GDPWednesday; FOMC minutesThursday; Euro area CPI, US Q2 GDP update, jobless claimsFriday; U.S. Uni Michigan consumer confidence#jacksonhole #Testimony  #Powell #PMI  #Fed #employment #UK employment #macroeconomics

All of last week, Brent futures were comfortably trading at $85/bbl. Now (at time of recording), they're trading around $82.50/bbl. There is a definite bearish turn to the rangebound wave we were in last week. WTI has seen more bullish interest, and it's just entered negative handles in CTA data. WTI also sold off aggressively on 19th July from  $81/bbl to $78/bbl. Volatility has also risen significantly for both Brent and WTI - especially in comparison to low volatility all year. Overall, refinery margins can be summed up as not bad, but also not good. Primarily driven by the weakness in crude, gasoil cracks gapped up higher by $1 late Monday afternoon. Aug'24 gasoil cracks were up from $18.50/bbl to $19.30/bbl. Interestingly, the market for naphtha - which is a market most suspectable to geopolitical concerns - has been strong. Butane margins have also risen significantly. The increase in profitability comes from a more significant US butane demand. Looking to macro femands and the One to Watch; China Central Bank's actions have been interesting. China's PBOC central bank cut rate early Monday morning 10bp across the yield curve to try and stimulate growth. Off the back of this, Greg and James discuss if deflation is something we need to be worried about in Europe this year and next. Vincent discuses some key headlines in our Googling Oil segment, including; Russia Considers Building Oil Refinery in Cuba, Slovak PM Blasts Ukraine's Lukoil Sanctions As Oil Flow Stops and Why Nigerians are praying for the success of a new oil refinery. As for the Trade Idea this week, Vincent suggests going Short brent Dubai.If you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below:Greg Newman:   https://www.linkedin.com/in/oilderivatives/James Brodie:   https://www.linkedin.com/in/jamesbrodiecmt/Mita Chaturvedi: https://www.linkedin.com/in/mita-chaturvedi/Vincent Wu:   https://www.linkedin.com/in/vincent-wu-099816125/Chapters for this episode are: 0:00 Introduction0:58 Brent Futures update05:48 Managed money discussion7:00 Bullish banks16:40 Refinery margin update26:21 Macro demand40:22 One to watch (key data)40:50 "Googling oil:" world oil news 47:38 Trade idea 

U.S. CPI was lower than expected, (-0.1% MoM, 3.0% YoY), while U.S. PPI came in higher than expected (U.S. June producer prices rise 2.6% Y/Y; EST. +2.3%).Chinese CPI was on the cusp of deflation again (CPI +0.2% YoY, PPI -0.8% YoY) and Chinese GDP and retail sales were weaker than expected (Q2 GDP 4.7% y/y estimated +5.1%).James and Harry dive into Chinese New Homes Index data which shows new home prices falling 4.5% YoY in June 2024, the most in 9 years. This data comes despite Beijing attempting to mitigate the impact of a prolonged property downturn and weak economic recovery.Off the back of Donald Trump's attempted assassination on the weekend, Harry discusses the impact the event is having and will have on U.S. swing states and why the event caused a Bitcoin rally.James Brodie's chart of the week is Gold, which is rallying and approaching $2,430.The key data releases this week are:Monday 15 July – Fed Chair Powell to speakTuesday 16 July – U.S. June retail salesThursday 18 July – Philly Fed manufacturing data

Brent futures climbed towards $88 before settling around $85.50. Money managers increased their long positions in Brent for the third consecutive week, indicating bullish sentimentEuropean M1 refinery margins softened in the week but remained profitable at $6.40/bbl. Products saw weakness across the barrel but the upcoming hurricane season and potential disruption to US infrastructure raise questions about short-term price movements.Dreadful US data, including a contraction in manufacturing and services PMI, raises recession fears. The upcoming Fed rate cuts, if implemented in September, may have little impact until 2025.The team also discusses Hurricane Beryl's impact on US energy infrastructure and challenges facing the biofuels industry with stalling growth and collapsing profitability.If you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below:Greg Newman:  https://www.linkedin.com/in/oilderivatives/James Brodie:  https://www.linkedin.com/in/jamesbrodiecmt/Martha Dowding:  https://www.linkedin.com/in/martha-dowding-ab84801a6/Vincent Wu:  https://www.linkedin.com/in/vincent-wu-099816125/Chapters for this episode are: 0.42 - Brent Futures Flat Price4.14 - Macro Economic News7.35 - Refinery Margin change14.45 - One to watch28.29 - Googling Oil35.21 - Trade Idea39.41 - Poll 

Today, macro specialist James Brodie and research analyst Harry Nedeljkovic discuss Sunday's French legislative election second round and Thursday's UK General Election followed by their respective impacts on global markets and geopolitics.James and Harry also cover US ISM manufacturing and services PMI data for June, FOMC minutes, German and French industrial production, and perhaps most significantly, US non-farm payrolls and unemployment data.The key data to look out for this week is:Tuesday 09 July: Fed Chair Powell testifiesWednesday 10 July: OPEC monthly report, China CPI & PPIThursday 11 July: US CPI, UK GDP & industrial productionFriday 12 July: US PPI, Uni Michigan consumer sentimentIf you would like to connect with our hosts on LinkedIn, you can do so by clicking on the link below: James Brodie; https://www.linkedin.com/in/jamesbrodiecmt/ Harry Nedeljkovic; https://www.linkedin.com/in/harrynedeljkovic/#macroeconomics #economics #stocks #stockmarket #oott #oil #oilandgas #markets #crude #marketupdate #investing #finance #podcast #trading #energy #inflation #employment #opec #oilswaps #election #UKelection #Labour #Conservatives #FrenchElection #Macron #LePen 

Brent crude prices have had a strong week, continuing to rally at $87/bbl. The latest CFTC data indicates that the market has become balanced and neutral in positioning. This presents an opportunity for bullish investors to take action, with legacy positions and new entrants supporting this trend.However, macroeconomic news doesn't fully support this bullish outlook. Economic data from China and the US is weak, with China's manufacturing sector contracting for the second consecutive month and service activity dropping to a five-month low. Additionally, central banks intervening in the bond market as yields hit all-time lows signal potential global economic challenges.Regarding refinery margins, Martha raises a question: how far into the summer driving season must we go before the market reacts? Currently, refinery margins have increased by about a dollar, with crude and product prices also rising.Gasoline prices remain unstable and sideways, suggesting the potential for shocks given the unusually low-price levels and poor liquidity. This instability might lead to gappy price action. Last week, RBOB saw the highest level of short positions by money managers in five years.The team also discusses the big story of the week: Senate Budget Committee Chairman Sheldon Whitehouse (D-RI) has initiated an investigation, demanding answers from the CEOs of 18 oil producers regarding potential collusion with OPEC to artificially raise prices for American consumers and increase federal government costs.If you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below:Greg Newman:  https://www.linkedin.com/in/oilderivatives/James Brodie:  https://www.linkedin.com/in/jamesbrodiecmt/Martha Dowding:  https://www.linkedin.com/in/martha-dowding-ab84801a6/Vincent Wu:  https://www.linkedin.com/in/vincent-wu-099816125/ Chapters for this episode are: 0:00 Welcome0:28 Brent Futures 1:50 Macro market news6:21 Refinery margins & products15:14 China & US economic data19:24 "Googling oil:" world oil news 23:22 Poll results26:08 Global elections & the markets29:20 Outro

Today, Macro specialist James Brodie and Research Analyst Harry Nedeljkovic discuss the impact of the first round of results of the French election, along with the upcoming UK and US elections and their economic impacts.James and Harry also cover the Japanese Yen, European inflation, and Guyana's economic growth due to Exxon and partners' investment to develop Starbroek oil and gas field. Finally, they cover Ferrari's growing stock and Volkswagon's $5 billion investment in Rivian.The key data to look out for this week is:Tuesday - Eurozone CPI June preliminaryWednesday - US ISM Services for June, FOMC MinutesFriday - Industrial Production FOR (France, Germany, Spain), US Non-Farm PayrollsIf you would like to connect with our hosts on LinkedIn, you can do so by clicking on the link below: James Brodie; https://www.linkedin.com/in/jamesbrodiecmt/Harry Nedeljkovic; https://www.linkedin.com/in/harrynedeljkovic/#macroeconomics #economics #stocks #stockmarket #oott #oil #oilandgas #markets #crude #marketupdate #investing #finance #podcast #trading #energy #inflation #employment #opec #oilswaps #election #USelection #Trump #Biden #Debate #FrenchElection #Macron #LePen #Ferrari #Rivian

We saw a very strong performance in crudethis week, with Brent futures already up to $84/bbl. The team discuss market dynamics, emphasizing the shift from deep contango to backwardation in crude structure. After a recent positional reset, the market appears more balanced, with summer demand looking healthy.The team go on to discuss the history of repricing in the oil markets, with Greg noting that big market moves often come from unexpected events. For example: recession expectations in the past were priced in, which actually ended up preventing their occurrence. Similar dynamics apply to oil markets, with Q3 summer bullish expectations unfulfilled due to extreme positioning, highlighting that major moves only happen with significant shifts in market sentiment and the largest profits often come from low-volatility markets with high prices.Looking to the refinery margin, the crude flat price has increased, supporting the products outright but European gasoline remains a cause for concern. Cracks and spreads have had a massive sell-off over the past two weeks after loads of stop-outs in the European gasoline market. It has created a snowball effect, as players have become quite hands-off in Europe, in particular. The unexpected sell-offs are moving the market in an unexpected (by some) way into summer driving season.Macro specialist James Brodie says this week the market is reacting to lower CPI, PPI and a very weak consumer sentiment reading. However the U.S. Federal Reserve surprised the market with a hawkish statement, but the bond market disagrees, and is pricing in more aggressive rate cuts by the central bank.Chapters for this episode are: 0:00 Welcome0:40 Brent Futures11:38 Macro market news16:38 Refinery margins & market psychology44:14 Petrodollar46:00 Trade idea of the week49:44 Poll results and outro

Today, Macro specialist James Brodie discusses last week's weaker than expected US economic data, as well as the more hawkish Federal Reserve, the U.S. central bank. Research Analyst, Harry Nedeljkovic weighs in on the up-coming French election, in addition to Argentina and especially their economic situation. Group Head of Research, Harry Tchilinguirian joins Macro Mondays for the first time to talk through how the recent data out of China may come to impact oil demand. CPI & PPI both came in lower than expected and US consumer sentiment fell sharply to a 7-month low. Yet the Fed see the Unemployment rate remaining at 4.0% until year end. China data was interesting this week; Industrial production (5.6%) came in lower than expected (YoY growth decelerated) but retail sales beat expectations at +3.7%. However, the property price fall was the largest monthly fall in over 13 years.  The key data to look out for this week is; Tuesday – US retail sales & Industrial production, plus RBA. Wednesday – U.S. markets closed, UK inflation Thursday – BOE & SNB Friday – U.S. PMI data, UK & Canada retail sales.If you would like to connect with our hosts on LinkedIn, you can do so by clicking on the link below:  James Brodie; https://www.linkedin.com/in/jamesbrodiecmt/ Harry Nedeljkovic; https://www.linkedin.com/in/harrynedeljkovic/Harry Tchilinguirian; https://www.linkedin.com/in/tchiling/ 

Brent is back in the $80's this week after a huge rebound and initial sell-off post-OPEC meeting. Crude flat prices are back to where we were pre-OPEC meeting, as the August contract fell to lows of $77/bbl before climbing all the way back up to $82/bbl this morning.The M1 refinery margins in Europe continue to weaken this week by nearly $0.35/bbl; however, the same in Asia climbed by $0.55/bbl this week. Asian margins appear to be picking up compared to how low they were at the end of May. The market still looks less confident about gasoline, though.The summer demand looks like it's manifesting in jet fuel in Asia, due to strong aviation demand - which is soaring as travel returns back to pre-Covid levels.Looking to the macro market, James and Greg discuss why unemployment has ticked up 4.4%. As demand is falling, people aren't spending as much, and lower-income households are hurting. Full-time work is declining, and people with multiple part time jobs are on the rise. This isn't a great sign for the economy. The trade idea for this week is long US propane. If you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below: Greg Newman: https://www.linkedin.com/in/oilderivatives/James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/Vincent Wu: https://www.linkedin.com/in/vincent-wu-099816125/Mita Chaturvedi: https://www.linkedin.com/in/mita-chaturvedi/Chapters for this episode are: 0:00 Welcome 1:25 Brent Futures6:44 Refinery margins 14:39 Macro market news 23:42 "Googling oil:" world oil news 31:52 Trade idea of the week 37:58 Poll results and outro

Brent Futures have been volatile and rangebound this week, dropping to around $81/bbl and supported again over $84/bbl. With the OPEC meeting next week (and being held online), there's been conversation that Russia has overproduced oil output, but will be correcting lower after not adhering to the April quota due to over production. This audit will be used to update production baselines.  Biden announced he was releasing a million barrels of gasoline from the northeast gasoline supply reserve ahead of July 4th. In reality, this has been planned for a long time and isn't reflective of the optics he has been given. Both sides are claiming that he's falsely pushing down the price. While Biden claims it will help with inflation, it was actually a bipartisan bill that was passed years ago, and it was actually Trump who wanted to sell this stockpile originally. The team ask the question: Is this just wasting money?The team discuss the latest impact of recent world events like the Singapore Airlines turbulence death, the impact on people's psyches, and in turn if that has an impact on the market. They dive into the real estate market, where more houses are being listed for sale in the US - which looks like a result of rising unemployment rates. They explore how different demographics look at property and discuss whether young Brits believe it's even possible to buy a home.Macro Specialist James Brodie explains the massive complacency in the market this week. We've gone from one extreme to another. He discusses the VIX and volatility. Equity volatility is at four-year lows, interest rate volumes at one-year lows, and all the action is in the commodity markets. With unemployment rising and retail sales falling aggressively, the Fed is unlikely to hike.The trade idea for this week is to buy the July Gaspnap. If you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below: Greg Newman: https://www.linkedin.com/in/oilderivatives/James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/Martha Dowding: https://www.linkedin.com/in/martha-dowding-ab84801a6/Mita Chaturvedi: https://www.linkedin.com/in/mita-chaturvedi/ Chapters for this episode are: 0:00 Welcome1:15 Brent Futures 6:10 Refinery margins 15:07 Singapore Airlines & major events affecting the market20:23 Market volatility & the VIX25:52 Macro market news & debate43:16 "Googling oil:" world oil news 52:55 Trade idea of the week59:05 Outro

On today's show, James focuses on the stronger-than-expected US economic data, which has pushed yields higher. He also discusses the growing concerns around employment, the booming Indian economy, weakening UKL data, and unfortunate timing with the election looming. Some charts and trade ideas that James discusses include NVIDIA, Nasdaq, silver, copper, and USDJPY.If you would like to connect with any of your host, James Brodie or ask a question, you can follow him X (formally Twitter) @jamesrbrodie Or, follow him on LinkedIn by clicking the link below: James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/

On today's show, James discusses the recent break out in the equity markets, and the huge surge higher in commodities with a particular focus on silver. Copper and Gold are at all-time highs and silver has broken out aggressively from of a key resistance level at $30, which previously acted as triple top. Nickle, Tin, Zinc, Aluminium and other metals are surging higher and even orange juice is trading at all-time highs.Last week's data has created some interesting moves in the markets. US CPI came in at 3.4% on expectations, confirming inflation is falling again. But on the flip side, retail sales data told us that the consumer in the US is hurting, unemployment is ticking up and the economy is slowing.The key data to look out for this week is; Canadian CPI on Tuesday, UK CPI, Nvidia earnings, US exiting home sales and FED minutes on Wednesday, the Eurozone and UK PMIs on Thursday and US durable goods orders and UK retail sales on Friday.If you would like to connect with any of your host, James Brodie or ask a question, you can follow him X (formally Twitter) @jamesrbrodie Or, follow him on LinkedIn by clicking the link below: James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/ 

Brent crude is consolidating around $82-83/bbl. The big story over the weekend was Iraq's oil minister, Hayyan Abdul, saying on Saturday that Iraq would not agree to renew cuts, but flipped on Sunday, saying that Iraq will continue to cooperate with other member states about this cut.  Looking to the refinery margins, spreads have collapsed with stop outs driving the movement. There was a significant drop in RBBR, down to just $21.50/bbl in Jul. There has been a build in EIA gasoline stocks (900kbbls) and refinery utilisation is up 1% .  The big Macro news headlines have kicked off with Roaring Kitty returning to X (formally Twitter) yesterday, which has already resulted in a 70% rally for GameStop. The key data this week is U.S CPI expected to drop from 3.5% YoY to 3.4%. Reaction is critical, with 10yr at key levels. 4.40% is key support. Onto Googling Oil, the major headlines discussed this week are; Russia finding a huge gas and oil reserve in British Antarctic territory and  EU potentially calling time on Russian LNG imports. The trade idea for this week is; Short Q3 380 east west. If you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below:Greg Newman: https://www.linkedin.com/in/oilderivatives/James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/Martha Dowding: https://www.linkedin.com/in/martha-dowding-ab84801a6/Vincent Wu: https://www.linkedin.com/in/vincent-wu-099816125/

Welcome back to Macro Mondays with James Brodie - Trends, Risk & Analysis. On today's show James looks back on last week's disappointing data, this weeks upcoming CPI data, and key levels in markets, particularly looking at equities, fixed income and also gold.  Precious metals are rallying again. The PBOC bought gold for 18th straight month in April, adding 60k Troy ounces to its reserves. In fact, Global central banks have bought 2,100 tonnes of gold in the last 2 years. James digs into why the stocks we couldn't stop hearing about, by the likes of Peloton, Beyond Meat, Zoom, Rivian and Lucid have fallen by up to 90%, while the S&P and Nasdaq are a fraction off making new all-time highs. The big mover this week  was again cocoa. In one week, it has seen a 1-day fall by 15%, a 1-day rally by 13%. Both are the largest 1-day swings in 65 years. If you would like to connect with any of your host, James Brodie or ask a question, you can follow him X (formally Twitter) @jamesrbrodie Or, follow him on LinkedIn by clicking the link below: James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/ #macronews #financenews #news #stocks #employment #economy #oott #oil #oilandgas #markets #crude #marketupdate #investing #finance #economics #derivatives #podcast #trading #bonds #nasdaq #s&p #gold #usdjpy

If you would like to access our free comprehensive monthly  oil report as mentioned in the podcast, click here: https://www.onyxhub.co/dashboards/oil-market-report-may/In last week's podcast, we had started to see pressure in the crude futures contracts, and we've slid to a new low of this cycle today at $82.30/bbl.Refinery margins were the major reason for bullish Brent over the past few months, however now it's the major reason market sentiment has flipped. Margins have strengthened slightly week-on-week, but that's on the basis of weaker crude competing against even weaker products. It's a self-fulfilling cycle where weaker margins are dampening demand - which reinforces bearish sentiment for structure and spreads.Our Macro Economic specialist, James Brodie, explains that CPI, PPI, Employment Cost Index and Unit Labour Costs have all come in above expectations, while employment data is suddenly deteriorating. This is the worst case for the Federal Reserve, whose chair Jeremy Powell last week revealed that he thinks it's unlikely the next rate move in the U.S. will be a hike.The trade idea this week is to sell the European Naphtha crack in the prompt June contract. If you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below: Greg Newman: https://www.linkedin.com/in/oilderivatives/James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/Martha Dowding: https://www.linkedin.com/in/martha-dowding-ab84801a6/Vincent Wu: https://www.linkedin.com/in/vincent-wu-099816125/Chapters for this episode are: 0:00 Welcome 1:29 Brent Futures 5:42 Macro market news 13:55 Refinery margins 20:30 Ones to watch & "Googling oil:" world oil news 31:58 Trade idea of the week 37:59 Poll results and outro

Welcome back to the third episode of Macro Mondays with James Brodie - Trends, Risk & Analysis.On today's show James discusses softening economic data out of the US, where there are murmurs of stagflation, the less hawkish Fed Chairman Powell and the weaker than expected employment data.He also examines the big movers for this week. USDJPY with 2 rounds of intervention and cocoa has also fallen 41.5% in just 3 days. There's no key economic data in the week ahead so the market will trend off the employment data. Geopolitical tensions also appear to be diminishing so keep an eye on the U.S. 2 year yields, the dollar index , the S&P and gold for key moves. If you would like to connect with any of your host, James Brodie. You can follow him X (formally Twitter) @jamesrbrodie Or, follow him on LinkedIn by clicking the link below: James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/

Brent futures opened at $87.50 per barrel, seeing a $1 decrease due to promising ceasefire negotiations, with a Hamas delegate heading to Cairo on Monday. The market is rather sanguine on geopolitical risk, and has been de-risking over the past week, with open interest in ETFs seeing a substantial decline. Looking to the refinery margin changes, the prompt European margin increased slightly over the week as stronger products outweighed stronger crude. There was notable strength observed in gasoline, naphtha, and 3.5% barges. This week, James focuses on mixed U.S. data, featuring weak GDP headlines but strong inflation components, potentially posing challenges for the Federal Reserve. Powell's press conference at this week's Fed meeting will be closely watched. In the "Googling Oil" segment, the prevailing headline revolves around oil pricing falling on Monday, signalling the possibility of Israel and Hamas engaging in ceasefire talks this week. Vincent's trade idea this week is to go short on the Q3 EBOB crack. You can find more details here: https://youtu.be/5CEovEVKGhI If you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below:Greg Newman: https://www.linkedin.com/in/oilderivatives/James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/Martha Dowding: https://www.linkedin.com/in/martha-dowding-ab84801a6/Vincent Wu: https://www.linkedin.com/in/vincent-wu-099816125/Chapters for this episode are: 0:00 Welcome 1:00 Brent Futures 7:06 Macro market news 18:28 Refinery margins 25:51 "Googling oil:" world oil news 30:02 One to watch32:36 Trade idea of the week36:27 Poll results and outro

Welcome back to the second episode of Macro Mondays with James Brodie - Trends, Risk & Analysis.On today's show James discusses recent mixed economic data out of the US, OIS pricing and the Yen volatility. He also dives into what's happening with gold, silver, tech and equity markets. Looking at recent employment data, James explains that although employment data is strong, the jobs that are being created are part time jobs and full time jobs are being lost. In fact, 1.34 million fulltime jobs have been lost, which is not a good sign for the economy... If you would like to connect with any of your host, James Brodie. You can follow him X (formally Twitter) @jamesrbrodie Or, follow him on LinkedIn by clicking the link below: James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/

Onyx Capital Group is proud to launch a brand new show; Macro Monday's with James Brodie - Trends, Risk & Analysis. On today's show James discusses recent strong economic data out of the US, OIS pricing and the US dollar strength. He also dives into what's happening with gold, silver and equity markets. It seems like tech stocks are crashing at the moment, with Nvidia -21.8 from ATH and Tesla down 49.4% from its all-time high. James walks us through recent US unemployment data and lets us know the risks to watch for the week ahead. Tune in to World of Oil Derivatives tomorrow to hear James discuss these trends further. If you would like to connect with any of your host, James Brodie. You can follow him X (formally Twitter) @jamesrbrodieOr, follow him on LinkedIn by clicking the link below: James Brodie:  https://www.linkedin.com/in/jamesbrodiecmt/Chapters for this episode are: 0:00 Welcome 1:35 Economic data6:13 OIS pricing7:54 US dollar strength11:50 Equities14:22 Gold and silver18:16 Employment data20:09 The week ahead22:02 Volatility

Looking at the past week, the oil market was too long and had to de-risk.Brent Futures saw a week of stagnation and mean reversion, $90/bbl oil was very short lived and sell-off was driven by speculative positioning cycles as market participants took off length amid a waning geopolitical premium. Looking to the refinery margin change, Dated Brent was weaker than last week and is now seeing a little bit of support, whilst gasoil continued to weaken. Martha notes the difference between the straight run and more complex products including some interesting moves in VGO prices.The ones to watch this week are gold and tech stocks. Gold broke higher out of the $2080 resistance level the same week S&P and Nasdaq topped. However tech stock giant, Nvidia was down 21.8% from all-time highs on the week. The big stories to follow in our "Googling Oil" segment this week are; US reimposing oil sanctions on Venezuela after broken election promises and Louisiana State University allowing Shell to influence studies after a $25m donation.The Trade Idea for this week is to go long May Gasoline E/W.Don't forget to check out Macro Mondays with James Brodie here: Macro Mondays with James Brodie If you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below:Greg Newman:  https://www.linkedin.com/in/oilderivatives/James Brodie:  https://www.linkedin.com/in/jamesbrodiecmt/Martha Dowding:  https://www.linkedin.com/in/martha-dowding-ab84801a6/Vincent Wu: https://www.linkedin.com/in/vincent-wu-099816125/Chapters for this episode are: 0:00 Welcome 1:08 Brent Futures6:25 Refinery margins11:43 This week in trading 17:13 Macro market news 26:29 "Googling oil:" world oil news 34:36 Trade idea of the week 39:17 Poll results, gold prices, and outro

Off the back of another tense week with the recent attacks by Iran on Israel, Greg, Jorge, James and Martha discuss the impact (or, lack thereof) the event had on oil prices. As a bonus for this episode, Jorge and Martha will provide a trade idea each! There was a muted response for Brent futures, with prices oscillating around $90/bbl, opening on Monday at $90/bbl and closing at $90.50/bbl. Looking at the CFTC report, the market is quite long - especially by managed by money players.The refinery margins have increased week on week, but mostly due to a weakened dated crude market. Gasoline continues to rally after a bit of a dip last week. The European gasoline market seems stubbornly long.James' one to watch this week is the continued dollar strength and higher U.S. yields - which are breaking equity market momentum, with gold making continued new all-time highs.Aside from the major story of the Iran retaliation attack on Israel, in our Googling Oil segment, the team discus the new regulations in Nigeria which will require oil producers to sell crude to domestic refineries.Martha's trade idea this week is propane - selling the LST/FEI in May. Jorge also shares his trade idea, the WTI to Dubai Spread - which Jorge thinks will widen as Dubai crude powers ahead in Asia.You can watch the LST/FEI trade idea in further detail here: https://youtu.be/8sKmB_ymD8IIf you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below: Greg Newman: https://www.linkedin.com/in/oilderivatives/Jorge Montepeque: https://www.linkedin.com/in/jorge-montepeque-38410bb6/James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/Martha Dowding: https://www.linkedin.com/in/martha-dowding-ab84801a6/Chapters for this episode are: 0:00 Welcome 1:16 This week in trading 9:12 Macro market news 15:20 CTA positioning16:49 Refinery margins 19:38 "Googling oil:" world oil news 24:11 Trade idea of the week 28:47 Poll results 29:48 "Fiscal entrapment"

Prices were around $89/bbl last week, but since then there's been a noticeable uptick - not quite reaching $92/bbl and oscillating around $90/bbl since. Refinery margins have weakened, with refined products struggling - with the exception of gasoline. Gasoil is extremely weak, with poor distillate performance in all regions. EBOB has seen greater strength with the market keen to buy into last week's weakness. Looking to our macro news segment, James unpacks the latest headlines shaking up financial markets. A significant move ensued yesterday (Wednesday 10th April) following yet another robust CPI print. Notably, 2-year bond yields surged a staggering 23 basis points, marking a substantial 4.6% increase on the day. Concurrently, the dollar strengthened by over 1%, sending equities futures tumbling by 1.4% on the open. The Federal Reserve finds itself in a delicate position after adopting a dovish stance in Q4 2023, with the Overnight Index Swap (OIS) now pricing in just 42 basis points of cuts this year. As commodities face headwinds amidst tighter financial conditions and a stronger dollar, James, Greg and Martha analyse the implications for investors and the broader economic landscape. The trade idea for this week is to short the May/Jun C3 CP spread. You can watch this trade idea in further detail here: https://youtu.be/8N2bNTOYOqcIf you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below: Greg Newman: https://www.linkedin.com/in/oilderivatives/Martha Dowding: https://www.linkedin.com/in/martha-dowding-ab84801a6/James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/Chapters for this episode are:0:00 Welcome 1:43 This week in trading 5:58 Macro market news 25:00 Refinery margins 34:04 Ones to watch 41:43 Poll results and outro

Brent Futures have made a notable climb since last week, hitting $89/bbl on Tuesday morning. It's crucial to analyse the impact of recent developments on oil demand. Notably, both China and the USA have seen expansions in manufacturing activity, marking significant milestones. What has been the impact of headlines regarding tighter supply and the possible contagion of geopolitical turmoil in the Middle East?Examining the refinery margin, we observed a supportive trend in the Dated market. However, product stagnation ahead of Easter also weighed down on the margin. EBOB and gasoil have experienced declines week-on-week, signalling potential shifts in market dynamics.Macro news headlines paint a picture of resilience and growth, with manufacturing data showing surprising strength from both China and the U.S. The inflation outlook remains stable, with no concerns stemming from recent U.S. PCE data. Additionally, the US Dollar and gold continue their upward trajectory, while equities display a remarkable bullish trend reminiscent of 1989. Key data releases to watch out for this week include European CPI on Wednesday and U.S. payrolls on Friday, which could offer valuable insights into future market movements.In our "Googling Oil" segment the team focus on Mexico's decision to halt some oil exports, which could significantly impact the global market. Pemex has cancelled contracts to supply its flagship Maya crude oil to refiners in the US, Europe, and Asia. This strategic move aims to prioritize domestic gasoline and diesel production ahead of the June 2 presidential election. With Mexico typically exporting around 600,000 barrels a day of Maya crude oil, this decision reverberates across the oil landscape, highlighting the intricate balance between geopolitical strategies and market dynamics.The Trade Idea for this week is to buy the May/Jun DFL roll. You can watch this trade idea in further detail here: https://youtu.be/CVHxPCROTV0If you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below:Greg Newman:     https://www.linkedin.com/in/oilderivatives/Vincent Wu:  https://www.linkedin.com/in/vincent-wu-099816125/Martha Dowding:  https://www.linkedin.com/in/martha-dowding-ab84801a6/James Brodie:  https://www.linkedin.com/in/jamesbrodiecmt/Chapters for this episode are: 0:00 Welcome0:39 This week in trading4:42 Macro market news 8:11 Refinery margins 11:35 Russian oil/refineries 13:53 Light ends15:47 Ones to watch23:10 "Googling oil:" world oil news 29:20 Trade idea of the week 33:35 Poll results and outro

Brent futures surged to $87.70 last week, only to encounter resistance and profit-taking flows, settling this week at a sturdy $85-86/bbl range. Macroeconomic factors and persistent supply concerns are pivotal in sustaining these levels.Refinery margins face widespread pressure across regions, while the gasoil market sentiment remains subdued amidst spring demand and increased freight, notably from the Middle East to Europe and Asia. Yet, amidst these challenges, there's a glimmer of hope for correction as demand dynamics evolve.Looking to the more macro side of things, James Brodie discusses the sudden dovish stance adopted by central banks and SNB's surprising 25bp cut to the cautious rhetoric of the Fed and Bank of England regarding bond/OIS curves.In our 'Googling Oil' segment, Greg, Vincent, Martha, and James explore intriguing headlines, including the milestone of the USA surpassing all nations in oil and gas production and Ukraine's strategic use of long-range strike drones against Russia's oil industry.Vincent presents a compelling trade idea: shorting the summer crack, which Greg dubbed 'The Widow Maker.' Tune in as Greg, Martha, Vincent and James dissect, analyse, and forecast the fascinating developments in the oil market landscape.If you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below:Greg Newman: https://www.linkedin.com/in/oilderivatives/Vincent Wu: https://www.linkedin.com/in/vincent-wu-099816125/Martha Dowding: https://www.linkedin.com/in/martha-dowding-ab84801a6/James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/Chapters for this episode are:0:00 Welcome 0:57 This Week in Trading6:47 Macro market news 10:41 Dated Brent12:56 Refinery margins18:08 Gasoline22:06 "Googling oil:" world oil news 28:25 Trade idea of the week 32:14 Brent spreads34:13 Poll results and outro

With Group CEO Greg Newman abroad, Light Ends Direct Trader James Todd steps up to host World of Oil Derivatives for another market update episode. Since last week, Brent Futures price rallied from sub $83/bbl this week to over $87.50/bbl yesterday. The breakout from its previous range came on the back of a flurry of bullish headlines - including drone attacks on Russian oil infrastructure, draws in both crude and gasoline inventories in the US, and positive Chinese economic data. Looking to the refinery margin, there was strength across all products, outweighing the rally in the flat price last week, so the refinery margin saw a small increase. James Brodie weighs in to comment on macro-economic trends. The bank of Japan hiked rates for the first time in seventeen years. US inflation is not coming down as quickly as it is in Europe, and the CPI is still just above 3%. This presents a slight concern for the Fed. Vincent leads our "Googling Oil" segment, and the team discuss the big news stories of the week, including recent drone attacks on Russian refineries and how they were able rebuild and be up and running in a day. The trade idea this week is to buy the Q2'24 NWE Jet diff. If you would like a further explanation of the trade idea for this week, you can watch it here: https://youtu.be/oozORbGjZsAIf you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below: James Todd: https://www.linkedin.com/in/james-t-693967a9/ Vincent Wu: https://www.linkedin.com/in/vincent-wu-099816125/ Martha Dowding: https://www.linkedin.com/in/martha-dowding-ab84801a6/ James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/Chapters for this episode are:0:00 Welcome1:38 Brent flat price & this week in trading10:27 Refinery margins18:18 Macro market news 22:12 "Googling oil:" world oil news32:39 Trade idea of the week36:52 Poll results and outro

Crude flat price has been remarkably neutral in the past week, sitting around $82/bbl (slightly down from $83/bbl). However, the market has found a genuine equilibrium - a price level where everyone seems happy.Looking to the refinery margin, Naphtha showed significant strength with the MOPJ crack for April exceeding -$5/bbl, while Mar/Apr in the NWE region remained robust at $20/mt. Gasnaphs saw a rise from $185 to $195/mt for April, which drew bids at the relatively cheaper levels. EBOB experienced a $2/bbl rally this week, returning to strength.The key global macro movers this week are gold and the S&P 500, which continue to make all-time highs. We should also be watching for a stronger US dollar - as European and UK data continue to weaken, while the U.S. economy remains resilient.In our "Googling Oil" segment, Greg, James and Vincent discuss further Ukraine attacks on Russian oil infrastructure ahead of Russia's presidential election this weekend. The other key headline this week is the OPEC and IEA being at their most divided in their oil demand forecast since at least 2008.Vincent's trade idea this week is Long Apr/May Brent/Dubai box.If you'd like to see Finlay Gordan's trade idea for this week, click here: https://youtu.be/we45Tv-hIWwIf you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below:Greg Newman:   https://www.linkedin.com/in/oilderivatives/Vincent Wu:     https://www.linkedin.com/in/vincent-wu-099816125/James Brodie:   https://www.linkedin.com/in/jamesbrodiecmt/Chapters for this episode are: 0:00 Welcome 0:57 This Week in Trading 6:21 Brent/Dubai9:28 Macro Market News 16:47 "Googling Oil:" World Oil News 25:11 Trade Idea of the Week 29:06 Poll Results and Outro

It's been another rangebound, albeit less bullish week in Brent futures. Crude prices came off from around $84/bbl. down to the low 80s, where it found some support on Monday.As for the refinery margin change, Dated Brent is significantly weaker. There were some significant moves in gasoline and gasoil. The latter saw a real weakness in prices amid poor European demand. Martha also looked into American refinery margins, which is also weak across the whole gasoil complex and heating oil especially.James Brodie weighs in for macro news headlines. The big news for last week was that the Nvidia earnings soared and 34 years later, while Nikkei finally broke above its 1989 high. Off the back of these huge Nvidia earnings, Greg raises an important discussion regarding the tech bubble. If everyone is in wait and see mode, regarding the tech bubble, does that not tell you that a recession is unlikely?Martha wraps up the podcast with her fuel oil trade idea, to sell the Apr/May 3.5% spread. There are both fundamental and financial flows factors with the fuel oil stock levels in the ARA being relatively high.Make sure to follow us on X, as Vincent will be posting about the Brent expiry. Follow us @Onyx__Edge.For weekly data insights, subscribe to our newsletter on LinkedIn: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7148228862387109888If you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below:Greg Newman:  https://www.linkedin.com/in/oilderivatives/Vincent Wu:    https://www.linkedin.com/in/vincent-wu-099816125/Martha Dowding: https://www.linkedin.com/in/martha-dowding-ab84801a6/James Brodie:  https://www.linkedin.com/in/jamesbrodiecmt/

It's been a bullish week for crude flat price this week and has been supported above $80 levels, reaching a peak of $85.50, which is seemingly finding resistance at current levels. However, overall market sentiment has been quite bullish from both hedge funds and speculators alike. As for refinery margins; there's been a week-on-week decline of nearly $3/bbl in the prompt. Currently on a downtrend but where will it find support?  Looking at oil from a macro perspective, China has cut the five-year loan frame rate by 25 basis points to 3.95%. Not only was that unexpected in the market, but this was the biggest move they've ever made, highlighting the urgency its central bank is trying to create to stimulate growth in the economy. Looking to CFTC and how people are positioned, we've been seeing hedge funds loading up on positions in both crude and refined products, but especially on crude futures in both Brent and WTI. Vincent's trade idea is Long Naphtha Cracks (A Contrarian Trade Idea – that found the bottom on Monday after an immense sell-off last week). We'll have a new Trade Idea out tomorrow, so make sure to subscribe to our YouTube channel to be notified.If you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below:Greg Newman:  https://www.linkedin.com/in/oilderivatives/Vincent Wu:   https://www.linkedin.com/in/vincent-wu-099816125/James Brodie:  https://www.linkedin.com/in/jamesbrodiecmt/

Last week, Brent crude flat price rallied, pushing up over $80/bbl and staying there since then. The rejected ceasefire deal on Feb 06 supported this bullish momentum.We've seen strength across refinery margins - particularly in Europe - with a notable rally in product prices, including strong bidding in the physical market. Greg, Martha, and James discuss ongoing geopolitical conflict, refinery outages, and potential oversaturation due to early positioning in Q3 and the need to balance refinery maintenance with market demand to sustain current price levels.In macroeconomic news, the Saudi government has instructed Aramco to halt expansion initiatives, signalling a shift towards green energy. The hosts also discuss conflicting actions from Australia's top oil and gas producer.Martha's trade idea this week is to buy the FEI (Asian benchmark) propane contract and sell the CP (Saudi Arabia) propane contract, as the CP levels have dropped recently. This may lead to profit-taking, while there is support for the FEI with potential poor liquidity, making it a short-term contrarian trade with good upside.If you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below: Greg Newman: https://www.linkedin.com/in/oilderivatives/Martha Dowding: https://www.linkedin.com/in/martha-dowding-ab84801a6/James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/Chapters for this episode are: 0:00 Welcome 0:30 This Week in Trading 6:31 Macro Market News 12:45 Refinery Margins18:20 "Googling Oil:" World Oil News 26:26 Trade Idea29:09 Poll Results and Outro

Brent futures softened from over $80 last week, to stabalise around $78/bbl on Feb 6. Geopolitically, tensions persist in the Middle East with ongoing conflicts and ceasefire talks proving elusive. Despite positive economic indicators, market enthusiasm appears lacking, reflected in WTI spreads in contango and a rangebound regime across the crude complex.As for the refinery margin change; the weakness in crude oil is impacting refined products. The Dated Brent market, with a lack of interest in expiry and resistance observed in DFLs amid increased March-loading barrels and Asia refinery maintenance.For macro economic news and the one to watch, we've seen continued weakness in inflation, as yesterday European PPI has come down 10.6% year on year. However, the big news is in the US payroll data from last week. Although the market was looking for weakness, some were shocked to find the US unemployment rate fell from 3.8 to 3.7%.Martha's trade idea is to buy the Q3 Gasnap (European Gasoline EBOB, sell European naphtha). If you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below: Greg Newman: https://www.linkedin.com/in/oilderivatives/Vincent Wu: https://www.linkedin.com/in/vincent-wu-099816125/Martha Dowding: https://www.linkedin.com/in/martha-dowding-ab84801a6/James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/Chapters for this episode are: 0:00 Welcome 0:54 This Week in Trading 4:36 CFTC Positioning6:05 Macro Market News 13:48 Refinery Margins20:50 LPGs23:34 Chinese Economy27:59 US Economy28:39 "Googling Oil:" World Oil News 36:30 Biden Banning LNG Exports41:58 Trade Idea45:41 Poll Results and Outro

Brent futures saw sub $77/bbl levels on 17 Jan after poor economic data from China saw the GDP rise by 5.2% in Q4 compared to the forecast of 5.3%. CFTC data for the week to Jan 16, (in Brent futures) saw a continuation of a more bullish sentiment, with bullish speculators adding almost 15mbbls (+5%) of length, whilst their bearish counterparts decreased their short positioning by 1.5mbbls (-2%). In WTI, a more bearish stance was seen. Bulls removed over 5mbbls (-2.5%) of long positions, whilst bears added to their short positionings by over 13mbbls (12%).  As for the changes in the refinery margin, the strength seen in the Dated Brent market has been overshadowed by refined product strength allowing margins to rally. Gasoline was lifted by good summer buying and the prompt being bought by refiners points to expected future strength. European gasoil rallied from heavy selling in EW (down past -$35) due to the Red Sea turmoil resulting in AG Europe-bound loadings dropping 55% M-o-M. The headline to watch right now is Archer-Daniels-Midland (ADM), whose shares plunged as the CFO was put on “Administrative Leave” pending ongoing investigation regarding certain accounting practices and procedures. As such the release of Q4 earnings is delayed. In our Googling Oil segment the research team and Greg discuss the recent Ukraine drone attack and Russia becoming the biggest oil supplier in 2023. Our Trade Idea comes from Head of Learning and Development, James Brodie who says to watch the Bank of Japan potentially raising rates and moving away from negative rates, which could result in a massive boost. He suggests to go long Yen, especially against the pound and the euro. If you would like to connect with any of our hosts on LinkedIn, please click on the hyperlinks below: Greg Newman:  https://www.linkedin.com/in/oilderivatives/Vincent Wu:  https://www.linkedin.com/in/vincent-wu-099816125/Martha Dowding:  https://www.linkedin.com/in/martha-dowding-ab84801a6/James Brodie: https://www.linkedin.com/in/jamesbrodiecmt/AND if you're interested in learning about what the upcoming US Election could mean for the price of oil, please make sure to check out the latest episode of our Onyx Leadership Series here: Onyx Leadership: Jonah Van Bourg S6 | E03 Chapters for this episode are: 0:00 Welcome 0:48 This Week in Trading  4:10 Macro Market News 15:44 Brent/Dubai20:02 Refinery Margins30:35  "Googling Oil:" World Oil News 37:35 Trade Idea of the Week

Nigel and Glen are joined by James Brodie from Business Buzz. James shares his story and gives some tips on how to get the most from business networking.

Neil and Andrew talk with guest James Brodie as he explains his theories that connect super string theory with UFOs, Men in Black and strange ghostly phenomena, and suggests they are all part of the great Universal Harmonix

In this episode we speak to James Brodie, a paranormal investigator with over 20 years experience. We discuss the paranormal, UFO's and his thoughts on how things can be seen and unseen by changing of their resonant frequency. Parallel universes and what EVP's might be are all discussed in a thoroughly fascinating and thought provoking conversation. Visit James' website at https://www.paralnoia.co.uk -------- Support the show from just £1 at www.buymeacoffee.com/paranormalpod Share your story or contact us to say Hi! at podcast@pursuitoftheparanormal.co.uk Check out our brand new Merch Store at https://linktr.ee/pursuitoftheparanormal --- Send in a voice message: https://anchor.fm/pursuitoftheparanormal/message

Jame's Media: Facebook: https://www.facebook.com/ivybluespaces/ Website: https://ivybluebandnz.wixsite.com/ivybluemusicnz?fbclid=IwAR3_TgOISxb7fX_SHsFy-EdER4dt55PZqXWG8MXa5-6doliMrykfMRLPdPY Spotify: https://open.spotify.com/album/79JruB5n41bQ7S1fELRfgW Youtube: https://www.youtube.com/channel/UCwSmgzRNnQaKtCOxX6S5jDg --- Support this podcast: https://anchor.fm/manifestbrutality/support

THIS WEEK on the Auto Express podcast, host Vicki Butler-Henderson is joined by James Brodie and Andy Pringle. The team mull over the week’s biggest news stories, including the reimagined Ford Mondeo, an exciting new future for Lotus and what's next for Tesla's high-performance models. Sean Carson argues the case for the Nissan GT-R being the best everyday performance car, while Vicki champions the Ford Sierra Cosworth. Plus, Hugo Griffiths answers more of your motoring questions.

This week on the Auto Express podcast, special guest Tiff Needell joins us. He speaks to hosts Vicki Butler-Henderson, Steve Fowler and James Brodie about his life in motorsport and subsequent TV career. The team also mull over Kia’s product plans, including the radical new Sportage, Toyota’s electric crossover and how Porsche’s eFuel program could save the combustion engine. And as ever, more of your motoring questions are answered.

Lotus chassis guru and GT racer Gavan Kershaw is the special guest on this week’s Auto Express podcast. He reveals the secrets of Lotus’ development and discusses the forthcoming Evija electric hypercar. The rest of the team, including Vicki Butler-Henderson, John McIlroy and James Brodie dissect the week’s biggest news stories, including the BMW iX3, new VW Golf R and what the future holds for Aston Martin. Once again, Hugo Griffiths is on hand to answer more of your motoring questions.

Vicki and the team are joined by CBeebies presenter Grace Webb from Grace's Amazing Machines to talk about her passion for all things mechanical. Vicki also goes to Goodwood to drive the new Jannarelly, while editor-in-chief Steve Fowler reveals all about the surprisingly sexy new Renault Mégane and deputy news editor James Brodie talks about Europe's cheapest EV from Dacia. Plus Hugo Griffiths drops by to answer listeners' questions

On this week’s Auto Express podcast, host Vicki Butler-Henderson is joined by executive editor Stuart Milne and deputy news editor James Brodie. The team discuss Mercedes’ exciting electrified future, and the new Audi RS e-tron GT - and why that car could trigger the beginning of the end for the V10 Audi R8. Vicki gets to grips with the Porsche Taycan, while John tests Lexus’ first full EV, the UX 300e. And the team reveal the winners of the coveted Auto Express New Car Awards. Plus, more of your motoring questions are answered.

On this week’s Auto Express podcast, host Vicki Butler-Henderson is joined by John McIlroy and James Brodie. The team discuss two brilliant new hot hatches, in the shape of the Golf GTI-rivalling BMW 128ti and the Fiesta ST-baiting Hyundai i20 N, and ponder on why motorists are being saddled with a £25m bill for breaking down on motorways. Steve Fowler chats to PSA’s UK boss Alison Jones, and Hugo Griffiths answers more of your motoring questions.

On this week’s Auto Express podcast, host Vicki Butler-Henderson is joined by Steve Fowler and James Brodie. * New BMW M3 and M4* Ferrari Portofino M* How clean are EVs, really?* How to beat the car thief* Motoring questions answered

In this week’s Auto Express podcast, host Vicki Butler-Henderson is joined by Steve Fowler and Sean Carson to discuss the latest news. Hot topics this week include the new Mercedes S-Class, Volvo P1800 restomod and the new Jeep Wagoneer. Plus, James Brodie speaks to Aston Martin Works’ boss Paul Spires to find out more about the DB5 Goldfinger continuation, and Hugo Griffiths is on hand to answer more of your questions.

//Coinscrum Markets Ep005 Segment - DeFi Convention with James Brodie from ID Theory and Lasse Claunsen from 1kx //Segment Overview:: James Brodie, founding partner at ID Theory, and Lasse Clausen, founding partner at 1kx, joined Nisa to discuss the DeFi space. Nisa asked about the recent stress test and whether it set the space back in terms of trust. Clausen mentioned how there was a drop in volumes across the board, adding that it's picking up again. //Read on Coinscrum Website www.coinscrum.com or watch the video version on our Youtube Channel. //Follow our Social Media:: www.linkedin.com/company/coinscrum www.twitter.com/coinscrum www.facebook.com/Coinscrum //Join our Facebook Community:: https://www.facebook.com/groups/Coinscrum //Our sponsors:: Buy & HODL BTC/ETH/LTC/XRP on Luno - http://www.coinscrum.com/luno-exchange/ Earn up to 8% interest with Blockfi - http://www.coinscrum.com/blockfi-earn-interest/ Analyse on-chain data at ByteTree - http://www.coinscrum.com/bytetree-terminal/ Get a Custodian Wallet at Trustology - http://www.coinscrum.com/custodian-wallet/

We’re on the 20th episode! Join Kieran as he has a fascinating chat with a fellow investigator James Brodie. James discusses his thoughts on the investigative field, his likes and dislikes about the hobby, his favourite techniques and experiments and goes in to detail with Kieran about their shared theory on what spirit activity might actually be. A few of his experiences are also thrown in for good measure! Also, listen out for a chance to win a signed copy of Kieran’s book, An Introduction to Paranormal Investigation. As always – share, subscribe and enjoy! James Brodie Email – mobious@live.co.uk An Introduction to Paranormal Investigation - https://www.amazon.co.uk/dp/B07VLFSKPX Paranormal Paradigm YouTube - https://www.youtube.com/channel/UCLT7lkM9vK_8CMCKeVEQcqA Music Intro - https://www.youtube.com/watch?v=LwjzmdiRFpc&t=1s

James Brodie has been in and around trading for almost 3 decades. Starting in the early 90s, James worked on trading desks at leading investment banks, started his own hedge fund, built trading systems, taught people and educated himself about technical analysis, behavioural finance, coding, and currently creates and writes algorithmic trading systems for a hedge fund, whilst still trading for himself. This conversation covers a broad range of topics and themes about trading, markets, human behaviour, mindset.behavioural finance, performance, technical analysis, coding and systems, psychology, self-development and learning. It is a veritable gold-mine of nuggets which will fascinate and enthral.

James Brodie New album by Ivy Blue called "Elstow Stars" out now, James Brodie's autobiography "Broken Blue Skies" (out October 19th 2019).  https://ivybluebandnz.wixsite.com/brodie Strike Boogie is a self made, multi-published, multi-faceted professional has worked with so many celebrities in entertainment! Strikeboogie.com Instagram.com/strikeboogie Utopia Worldwide project will give shelter and shield them from this increasingly scary world.  www.selfpreservationtechnology.com Celebrity Chef  Rome talks about food, eating correctly, and his latest cookbook to the show! He has cooked for Kings, celebrities, and caters as well! Get his latest book at http://www.cookwithrome.com/  

James Brodie started out auditing for Arthur Andersen and did not particularly enjoy it. In the early 1990s he started to learn about derivatives at the largest bank in the world before ultimately moving to Credit Suisse. He's lived in London, Singapore, New York and Tokyo trading currencies for both the banks and proprietary and then started his own hedge fund. James is also on the Board of the CMT Association. I really enjoyed the advice he gives about what he learned from 2 massive losses he's taken throughout his career. James is a big fan of behavioral finance and we talk about different studies where we've learned that the better traders actually have more losing trades than winning trades. Currently James is watching Gold, EURJPY and US Interest Rates and talks about how he wants to trade them. This was a fun conversation where we covered a lot of things. Click here to return to the episode page

James Brodie started out auditing for Arthur Andersen and did not particularly enjoy it. In the early 1990s he started to learn about derivatives at the largest bank in the world before ultimately moving to Credit Suisse. He's lived in London, Singapore, New York and Tokyo trading currencies for both the banks and proprietary and then started his own hedge fund. James is also on the Board of the CMT Association. I really enjoyed the advice he gives about what he learned from 2 massive losses he's taken throughout his career. James is a big fan of behavioral finance and we talk about different studies where we've learned that the better traders actually have more losing trades than winning trades. Currently James is watching Gold, EURJPY and US Interest Rates and talks about how he wants to trade them. This was a fun conversation where we covered a lot of things.

Heading into Game 2 down 0-1 to the Raptors, Dan Meltzer joins Noah Goetzel to predict what kind of shakeup a 1st-round exit would cause in Washington. Then, Philly native James Brodie asserts that Embiid is the East's top player in playoffs after LeBron. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Heading into Game 2 down 0-1 to the Raptors, Dan Meltzer joins Noah Goetzel to predict what kind of shakeup a 1st-round exit would cause in Washington. Then, Philly native James Brodie asserts that Embiid is the East's top player in playoffs after LeBron. Learn more about your ad choices. Visit megaphone.fm/adchoices

First episode back in a while and i'm glad it was with owner of JTRAIN Athletic Performance on Sydney's northern beaches - James Brodie. James has been head of S&C at the Manly Marlins for a number of years and helps athletes and general population clients from all walks of life. His facility is first class and one of the best i've stepped foot in. We chat about when he was juggling 4 jobs to pursue his passion in the fitness industry, his time spent with Louis Simmons at Westside Barbell, creating a winning culture and what it's like helping rugby players who were told they'd never play again due to injury comeback to reach the highest level.