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Commodities Focus

S&P Global Commodity Insights

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S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.
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Energy Evolution

S&P Global Commodity Insights

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Energy Evolution is a podcast from S&P Global Commodity Insights that explores how the energy industry is changing in response to the growing call for cleaner energy. Co-hosts Dan Testa and Taylor Kuykendall, veteran S&P Global Commodity Insights journalists, spend each episode talking to leading experts from the energy, mining and finance sectors and breaking down the energy transition trends that the policymakers, traders and industry professionals need to know about. The team uses the rep ...
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Trade Finance Talks

Trade Finance Global

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The latest trends, technology and insights in the world of international trade, supply chain and receivables finance from Trade Finance Global. Tune in for updates on https://www.tradefinanceglobal.com.
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EnergyCents

S&P Global Commodity Insights

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IHS Markit is now part of S&P Global- Hear exclusive energy insights & analysis. Engage with our experts as we explore the complex environment that shapes global energy markets. Follow our two podcast series- Upstream in Perspective, which focuses on trends within the upstream industry- and EnergyCents, which features our experts discussing the intersection of the financial and energy industries.
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Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
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Platts Future Energy

S&P Global Commodity Insights

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S&P Global Commodity Insights shares market insights on energy transition, tomorrow’s fuels and energy sources, and the implications for commodity markets, from oil to power to metals.
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Talking Data

Arbor Research & Trading

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Welcome to Talking Data: A series of podcasts hosted by Arbor Research featuring Jim Bianco of Bianco Research, Sam Rines and Petr Pinkhasov of Arbor Data Science. We will host a series of discussions which will offer timely insights into macro data and its impact on the economy and markets. Arbor Research & Trading is an institutional research and brokerage firm that produces innovative research across a broad range of global fixed-income, equity currency, and commodity markets. For further ...
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We bring together thought leaders, industry experts and banking specialists to discuss the latest thinking, trends and issues that are driving international growth and creating opportunities for businesses to build networks in global markets. Join us as we discuss the latest insights on Global Economics, ESG, Payments and Cash Management, Emerging Markets, Global Trade, Supply Chains, cutting-edge Financial Technology and more. For more information about anything you heard on this podcast or ...
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ETF Battles is a weekly show from ETFguide TV with guest judges providing their insights on rival ETFs. Listen. Subscribe. Profit. Follow us on Twitter @ETFguide Watch us on YouTube @ YouTube.com/ETFguide
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Welcome to ‘Energy Unplugged by Aurora’, a mix of in-depth conversations with key international industry leaders, policymakers, and academics, sharing their unique perspectives on the global energy transition. Hosted by various Aurora experts, we explore the hottest topics and trends across the energy landscape. From renewables, battery storage, and grid integration, to hydrogen, commodity markets, and technology innovation, our high-profile guests weigh in with their valuable insights. Stay ...
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In our Opening Bell podcast we aim to provide a snapshot into what's happening within our economy, the capital markets, our organisation as New Zealand's Exchange, and our community. Featuring a range of industry leaders, each podcast is packed with trends, insights and learning opportunities.
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A value investing podcast. Antipodes is an active global equities investment manager, with offices in Sydney and London. Hear from the Antipodes team and other external thought leaders as they deliver investment updates and share perspectives on companies, macroeconomic trends and investment opportunities across the globe.
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LGIM Talks

Legal & General Investment Management

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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From Legal & General Investment Management, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're o ...
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ARC ENERGY IDEAS

ARC ENERGY RESEARCH INSTITUTE

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Join Peter Tertzakian and Jackie Forrest from the ARC Energy Research Institute as they explore trends that influence the energy business, including financial, political, environmental, technological, social and economic forces.
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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INTL FCStone

Market Intelligence

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INTL FCStone Inc. (Nasdaq: INTL) provides clients across the globe with a comprehensive range of customized financial services and tools to help them protect their margins and manage volatility. A pioneer in specialized financial services, we open markets for underserved mid-market clients with insight, guidance and access. Our Vision We believe that every company—regardless of size, regardless of industry, regardless of how long they’ve been in business—deserves access to the best advice, t ...
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In an ever-evolving marketplace, staying ahead of the curve is a journey shared by thriving enterprises. "The Business Growth Show" is a riveting podcast that delves into the heart of this journey in the year 2023. Each episode unveils the innovative strategies, cutting-edge technologies, and dynamic leadership propelling businesses to new heights. Whether it's a local startup scaling globally or a seasoned corporation breaking new grounds, our discussions shine a light on the driving forces ...
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The Supply Chain Revolution podcast is a series focused on the latest trends and innovations in sustainability and supply chain management. The podcast is hosted by Sheri Hinish, also known as the Supply Chain Queen, who is a sustainability consultant and digital transformation expert, and features interviews with a wide range of supply chain professionals, thought leaders, and entrepreneurs. The podcast covers a variety of topics related to the supply chain revolution, including digital tra ...
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This Flashback Friday is from episode 1027, published last July 16, 2018. Jason Hartman is joined by Venture Alliance member Carmen today in Naples, as the two discuss the importance of music on society (and why it might be more important than monetary control), why complaining is actually important, and some good book recommendations for those int…
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Jim Bianco joins to discuss inflation, rising interest rates, and the concentrated tech rally, providing critical perspectives on managing investment risks in a volatile market.Jim Bianco, President and Macro Strategist of Bianco Research, joins James Connor to discuss the unprecedented challenges facing today's markets. With inflation rates sticki…
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Global container markets have endured a year of volatility not experienced since the global pandemic in 2020-2021, anchored by the complexity for supply chains as carriers loop around the Cape of Good Hope. Now that demand is ushering back into markets in a period of restocking, rates have surged upwards for North and South American import markets …
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Today’s guest is Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets. She was recently named to Barron’s 100 Most Influential Women in U.S. Finance. In today’s episode, Lori explains why the US market has become more sentiment driven in the post COVID era. She shares her thoughts on the valuations of the top 10 stocks and the broad ma…
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Right-wing parties have made gains in the EU parliamentary elections this past week, but a coalition of centrists remains likely. Correspondent Camilla Naschert tells host Taylor Kuykendall what the result means for energy policymaking in the 27-member bloc. The main message: Net zero is still on, but the pace of climate lawmaking may slow in comin…
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As bond investors look towards the second half of 2024, we hear from Colin Reedie, Head of Active Strategies, regarding the myriad of forces driving financial markets currently. Colin also gives us a deep dive into credit spreads, all-in yields, the return of fiscal policy and makes some interesting parallels with the 1970s which, he believes, coul…
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European economists Simon Wells and Chantana Sam discuss new risks from election results in Europe and upcoming votes in France. Disclaimer: https://www.research.hsbc.com/R/101/SnjpzKF. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or cli…
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In this Season 5 episode of ETF Battles, Ron DeLegge @etfguide referee an audience requested triple-header ETF contest between funds linked to bonds. It's Avantis (AVIG) vs. Dimensional (DFCF) and BlackRock (USBF). Who wins the battle? As of early 2024, the total assets invested in bond ETFs have reached approximately $1.4 trillion. This market has…
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Canada’s Newfoundland and Labrador province is sitting on an estimated 124 billion barrels in offshore crude reserves with access to global export markets, but needs investors to bolster output. Pulling in investors will likely be difficult considering other offshore opportunities in the Americas, including Guyana and Brazil. Will Equinor Canada ta…
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Heat pump sales jumped 36% in the Netherlands in 2023, thanks to government incentives promoting the decarbonization of residential construction. S&P Commodity Insights experts Alexandre Mace and Francesco d’Aveck join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the rationale behind government planners’ heat-pump promotion and co…
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To learn more about risks and risk management, Trade Finance Global (TFG) spoke with Peter Milne and Alex Gray, Director of Trade and Transaction Banking at the London Institute of Banking and Finance (LIBF). Read the article here: https://www.tradefinanceglobal.com/posts/podcast-s2-e14-podcast-risk-management-in-trade-finance-how-a-citr-certificat…
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Jim Bianco’s conclusions from today’s Fed meeting:- “get used to 3-4% inflation & 4-5% interest rates”- no signs of U.S. recession… the theory that the actual labor market is weaker than official payrolls is WRONG (Powell referenced this theory today)- with stock market at all-time highs, it’s clear that the Fed hasn’t broken anything yet - much mo…
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Today we delve into the psychology of investing, market predictions, and strategies to beat inflation. We discuss the hidden wealth in income properties, likening them to icebergs with unseen benefits such as principal pay down, tax benefits, and inflation-induced debt destruction. Using a real estate example from 2011-2021, we illustrate how prope…
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In this episode of our DigiTalks podcast series we look at Fund Tokenisation, an exciting innovation for the financial services industry. Here we explain what fund tokenisation is, along with the benefits it brings to the asset management industry and investors Listen as Mhairi Sandeman, Senior Product Manager for Trustee and Fiduciary Services at …
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According to the IEA, heat accounts for almost half of final global energy consumption, with approximately two-thirds currently sourced from hydrocarbons. Net zero energy scenarios anticipate that heating can be predominantly electrified. In pursuit of lower-carbon buildings, high-efficiency air-source heat pumps offer a promising decarbonization a…
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AFT Pharmaceuticals is a great example of Kiwi ingenuity - growing from foundations in a garage in 1998, to selling its products in 70 countries across the world today. The teams drive? Using innovation to make a real difference to people's lives. For our June podcast series, focused on health, it was a pleasure to talk to AFT Pharmaceutical’s Co-F…
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Jason discusses the importance of understanding and visualizing data for better comprehension. He recommends listening to his podcasts before reviewing visual aids, suggesting this method enhances understanding. He emphasizes long-term goals and delayed gratification, sharing a personal anecdote about his mother's journey from poverty to owning a m…
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Meat consumption is soaring globally, driven by population growth, rising incomes, and dietary preferences. As emerging markets embrace protein-rich diets, demand for feed grains intensifies, and the weather, government policy, animal disease and other factors can have major impact on both industries. For the second installment of this two-part ser…
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This Flashback Friday is from episode 1102, published last December 26, 2018. Jason Hartman takes today's post-Christmas episode to go over some of the news from one of the most news-filled holiday seasons he can remember. There's a clash going on right now between the government (mostly Trump) and the Fed, but is it really such a good idea to let …
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Today’s guest is Eva Shang, co-founder and CEO of Legalist, which is an institutional alternative asset management firm using data-driven technology to invest in credit assets at scale. Eva is a Thiel Fellow and participated in Y Combinator. In today’s episode, Eva covers everything related to litigation finance. We walk through why the asset class…
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In this episode of Energy Evolution, host Taylor Kuykendall interviews Dan Brdar, the CEO of Ideal Power. Ideal Power is developing a bidirectional semiconductor power switch with a wide range of applications, including electric vehicles, renewable energy and datacenters. The technology enhances energy efficiency and is starting to gain traction in…
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With the ECB cutting rates before the Fed for the first time in history, Fabio Balboni, Senior European Economist, and Ryan Wang, US Economist, assess the diverging paths of the two major central banks. Disclaimer: https://www.research.hsbc.com/R/101/lswn6Xs. Stay connected and access free to view reports and videos from HSBC Global Research follow…
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"Sometimes people think innovation is a separate team, but I think the best companies - a lot of the best ideas come from people throughout the organisation... We do a lot of thinking about how we can harness their ideas." Gentrack's Chief Technology Officer, Mark Rees joined us on our NZX Opening Bell Podcast for tech month to discuss the importan…
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Pranjul Bhandari, Chief India Economist, joins Fred to discuss the macro and market reaction to India’s landmark national vote, as well as the outlook for economic policy and reforms. Disclaimer: https://www.research.hsbc.com/R/101/vRqk9TD . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn ht…
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International trade can be intimidating for many companies trying to break into the industry. With extensive regulation and documentary processes, it can seem overwhelming, especially when operating in unfamiliar regions. Article here: https://www.tradefinanceglobal.com/posts/podcast-s2-e13-ebrd-tfp-and-itfas-role-in-boosting-competitiveness-in-tra…
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Oil prices slumped after OPEC+ announced deals to ease voluntary crude output cuts in the last quarter of 2024 and extend group-wide production quotas into 2025. Market watchers are now closely monitoring quota compliance, global oil demand forecasts and non-OPEC+ supply growth. In this episode of the Oil Markets podcast, S&P Global Commodity Insig…
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Direct Air Capture technology, or DAC, is garnering increased attention as project developers raise funds with ambitions of deployment at commercial scale. S&P Commodity Insights’ Experts Paola Perez Peña and James Gutman join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the potential role of DAC technology in decarbonizing hard-t…
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Jason gives an overview of the current state of various real estate markets, highlighting a slight sellers' advantage with the national median price at $453,000. He underscored the diversified nature of real estate as an asset class and invited attendees to join the upcoming free monthly Zoom meeting with Tom Wheelwright. Additionally, he thanked t…
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Where next for investors in light of the Indian election result? Are Chinese bond yields seemingly low relative to their Western counterparts, or should they be even lower given China’s underlying structural problems? And will the upcoming US payrolls add to the narrative of a cooling US economy? Ben Bennett, Head of Investment Strategy, Asia expla…
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Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets. I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Jim Bianco of Bianco Research. Today Jim discusses his thoughts on the stateof…
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This week, our guest is Jennifer Williams, President and CEO of Newfoundland and Labrador Hydro. Hydro manages Newfoundland and Labrador’s electricity system, generating and transmitting most of the province's electricity, and exporting electricity to other parts of Canada and the United States. Newfoundland and Labrador Hydro operates several hydr…
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In today’s episode, Meb reads a recent post, "The Bear Market in Diversification." ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the …
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Grilling season is underway in the US -- the world's largest producer and consumer of beef. Even so, per capita consumption of beef in the US has halved over the last 50 years. The US can now produce more beef with fewer head of cattle, but it has become reliant on imported beef. And Brazil has a herd of some 235 million head and now supplies the w…
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Jason discusses history and it's complexities with complexity scientist guest Peter Turchin. Jason also updates listeners on recent events, including a collective mastermind in Orlando and an upcoming talk at the Rebel Capitalist event. He promotes the Empowered Investor Pro membership, highlighting its benefits and exclusive monthly Zoom meetings,…
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Saturday 8 June is World Ocean Day, which this year has the theme of catalysing action for our ocean and climate. It’s a timely reminder of the vital importance of water, and the increasing gap between supply and demand. But what’s the economic cost of water scarcity, and how might technology help provide some solutions? Discussing these ideas are:…
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