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Deglobalisation is happening. And commodity security has risen up the political agenda. So, what does this mean for the role of commodities in an investor's portfolio? John Mensack will again be your host for today along with fund managers Jim Luke and Malcolm Melville. They'll talk through what globalisation did for the world economy, what we're seeing now and how investors should view commodities in the future. Their previous podcast about commodities in the age of the “3D reset” - the 3Ds being decarbonisation, deglobalisation and demographics - was out last week so please give that a listen too: Commodities in the age of the 3D reset RUNNING ORDER: 01:51 - Part one: What did globalisation give the world? 09:24 - Part two: What do individual powers want from deglobalisation? 24:13 - Part three: The role of commodities in investors' portfolios in the new world NEW EPISODES: The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players. GET IN TOUCH: mailto: Schroderspodcasts@schroders.com find us on Facebook send us a tweet: @Schroders using #investordownload READ MORE: Schroders.com/insights LISTEN TO MORE: schroders.com/theinvestordownload Important information. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change. Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
Investors are facing a new set of financial market conditions. It's being referred to as the The 3D Reset. Decarbonisation, deglobalisation and demographics will likely lead to higher inflation for longer, more active fiscal policy, a new world order challenging globalisation, a faster response to climate change and labour shortages driving technology investment. In brief, investors are being asked to consider what they've done for the last ten years and think about doing the opposite. In this podcast John Mensack chats with fund managers Jim Luke and Malcolm Melville about the impact on commodities of the 3D reset. RUNNING ORDER: 02:11 - Part one: dealing with waves of inflation 15:12 - Part two: the rise and fall of the petrodollar 23:32 - Part three: copper's importance to the climate transition NEW EPISODES: The Investor Download is available every Thursday and will be released at 1700 UK time. You can subscribe via Podbean or use this feed URL (https://schroders.podbean.com/feed.xml) in Apple Podcasts and other podcast players. GET IN TOUCH: mailto: Schroderspodcasts@schroders.com find us on Facebook send us a tweet: @Schroders using #investordownload READ MORE: Schroders.com/insights LISTEN TO MORE: schroders.com/theinvestordownload Important information. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change. Issued by Schroder Investment Management Limited, 1 London Wall Place, London EC2Y 5AU. Registered No. 1893220 England. Authorised and regulated by the Financial Conduct Authority.
Ryan Gorman hosts an iHeartRadio nationwide special featuring Dr. Ali Nouri, President of the Federation of American Scientists, for an update on the current coronavirus outbreak, and Jim Luke, professor of economics at Lansing Community College, who explained the possibility of another paper product shortage across the country. Learn more about your ad-choices at https://www.iheartpodcastnetwork.comSee omnystudio.com/listener for privacy information.
Ryan Gorman hosts an iHeartRadio nationwide special featuring Dr. Ali Nouri, President of the Federation of American Scientists, for an update on the current coronavirus outbreak, and Jim Luke, professor of economics at Lansing Community College, who explained the possibility of another paper product shortage across the country.
Ryan Gorman hosts an iHeartRadio nationwide special featuring Dr. Ali Nouri, President of the Federation of American Scientists, for an update on the current coronavirus outbreak, and Jim Luke, professor of economics at Lansing Community College, who explained the possibility of another paper product shortage across the country.
Ryan talks to economics professor and former strategist for toilet paper manufacturers Jim Luke about why there continues to be a product shortage across the country.
Fears overs the coronavirus and the economy have made the last few weeks very stressful for all Americans. Adding to the anxiety of this time has been seeing empty shelves at the grocery store and the inability to find basic household items like toilet paper. In fact, even as other staples have been re-stocked and have become more available, toilet paper still remains hard to find for many shoppers. Earlier this week, Jim Luke, an economics professor at Lansing Community College and former strategist for a toilet paper distribution company, joined host Dave Anthony on the Fox News Rundown to explain why bathroom tissue remains so elusive. In the original segment, Luke gave incredible insight on how the toilet paper and retail industries work. He also explained why consumer are more likely to panic purchase an item like a toilet paper over other basic necessities. There however was a lot of things you did not hear Jim Luke say because the interview was too long and we could not fit it all in our original segment. On the Fox News Rundown Extra you'll hear our entire conversation and economist sharing more of his views on the economic impact of the coronavirus and the debate over reopening the economy. Plus, even more fascinating toilet paper insight. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Coronavirus Aid, Relief and Economic Security (CARES) Act contains more than $350 billion to help American workers and small businesses. But since the bill was signed, many small businesses owners have complained they're unable to get the money. Fox Business correspondent Edward Lawrence and business owners discuss why the money is being held up and how companies are coping as they wait. Even as Coronavirus outbreak swept across the United States, one giant source of anxiety for millions of Americans was a toilet paper shortage. Jim Luke, an economics professor at Lansing Community College and strategist for a toilet paper distribution company, explains why we saw so many empty shelves and when we can expect a return to normalcy. Plus, commentary by Guy Benson, Fox News Contributor and host of “The Guy Benson Show.” Learn more about your ad choices. Visit megaphone.fm/adchoices
Jim Luke is an economics professor at Lansing Community College and a former strategist for the toilet paper industry *Follow him on Twitter: @econproph. Whats the deal with toilet paper?
Steve interviews Jim Luke about his Song, “That’s My Whiskey on Your Breath. Check out the video here: http://bit.ly/2CA4tDd. All music on T.B.D. is by Kevin MacLeod (incompetech.com). Important Links: ABV Network Shop: https://shop.abvnetwork.com/ Our Club: https://www.abvnetwork.com/club Challenge Coin Challenges: https://www.abvnetwork.com/coin Patreon: https://www.patreon.com/theabvnetwork Check us out at: abvnetwork.com. Join the revolution by adding #ABVNetworkCrew to your profile on social media.
Jim Luke (@econproph) is an economics professor at Lansing Community College and pioneer of their Open Learn Lab. Jim is Running errands for ideas at the intersections of economics, org theory, higher ed, and open pedagogy. His economist's take on Open Education, higher education and how we can use The Commons for the good of learners is truly fascinating.
Jim Luke (@econproph) is an economics professor at Lansing Community College and pioneer of their Open Learn Lab. Jim is Running errands for ideas at the intersections of economics, org theory, higher ed, and open pedagogy. His economist's take on Open Education, higher education and how we can use The Commons for the good of learners is truly fascinating.
UFC 237 wrapped up with a new champion in Jessica Andrade when she defeated Rose Namajunas by KO(slam). But we had three sure fire hall of famers on the card in Jose Aldo, BJ Penn and Anderson Silva. Their best days behind them, MMA FanCast shares their opinions on legends hanging on, how it affects the UFC and in what ways. Jim & Luke also get into the mental aspect of mma and how fighters handle the stress that comes with a combat sports career, especially when you're at the top.
This week we've got an EP Double Shot with two EPS by Jim Luke's Angel That Fell and Justin Kemp's Drive On (plus an interview with Justin Kemp) and of course Shout Outs! Jim Luke: www.angelthatfell.com https://itunes.apple.com/us/album/angel-that-fell-ep/1379960814 Justin Kemp: www.justinkempsongs.com www.facebook.com/justinkempmusic1 www.twitter.com/justinkempmusic https://itunes.apple.com/us/album/drive-on-single/1213568283 Cody Tucker: www.codytuckermusic.com/ www.facebook.com/officialcodytuckermusic www.twitter.com/codytuckermusic https://itunes.apple.com/us/album/bar-room-time-single/1456502350 Thanks for listening! Contact: Email: southboundpodcast@gmail.com Twitter: http://www.twitter.com/sbi35 Intro/Outro Music: Down at the Diner by William Naughton via http://www.themusicase.com Podcast Art by Schechter Productions: http://www.pinterest.com/SchechterArts
On this week's episode I bring y'all Heather Morgan's brand new album Borrowed Heart, The Denim Daddies' new EP Thinkin' (plus an interview with Rick and Rodiger), shout outs and a brand new segment: The Dashboard Concert Confessional Heather Morgan: www.heathermorganmusic.com www.facebook.com/heathermorganmusic www.twitter.com/heathereleven https://itunes.apple.com/us/album/borrowed-heart/1432681957 The Denim Daddies: thedenimdaddies.bandcamp.com/ www.facebook.com/thedenimdaddies www.twitter.com/thedenimdaddies https://itunes.apple.com/us/album/thinkin-single/1439273922 Billy Craig: www.billycraigmusic.us www.facebook.com/billycraigmusic www.twitter.com/billycraigmusic https://itunes.apple.com/us/album/sonic-tunesmith/1437085995 Daniel Hayes: www.facebook.com/daniel.hayes.music/ www.twitter.com/ https://itunes.apple.com/us/album/drive/1439833969?i=1439833973 Jim Luke: www.angelthatfell.com www.facebook.com/jimlukesmusic/about/ https://itunes.apple.com/us/album/angel-that-fell-ep/1379960814 Jade Marie Patek: www.jademariemusic.com www.facebook.com/jademariepatek www.twitter.com/jademariepatek https://itunes.apple.com/us/album/fly-bird-ep/1439544800 Will Carter: www.willcarterofficial.com www.facebook.com/willcarterofficial www.twitter.com/willcarterband https://itunes.apple.com/us/album/fiesta-siesta-tequila-repeat/1393159643?i=1393159652 Thanks for listening! Contact: Email: southboundpodcast@gmail.com Twitter: http://www.twitter.com/sbi35 Intro/Outro Music: Down at the Diner by William Naughton via http://www.themusicase.com Podcast Art by Schechter Productions: http://www.pinterest.com/SchechterArts