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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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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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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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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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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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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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Lead-Lag Live

Michael A. Gayed, CFA

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Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted through X Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Michael A. Gayed as ...
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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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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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show series
 
The threat of a wider Middle East war is increasing. Over the past weekend, Iran attacked Israel with missiles and drones in retaliation for Israel’s suspected strike on Iran's embassy in Syria. This week, our guest, Raoul LeBlanc, Vice President, Energy, S&P Global Commodity Insights, explains why oil prices have increased over the past few months…
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This Flashback Friday is from episode 1028 published last July 18, 2018. Jason Hartman starts today's episode from Naples, discussing how, despite what you may think, the demise of America is greatly overstated when you start asking the question "Compared to what?". He also brings a morsel of hope to real estate investors, as housing inventory is s…
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Cyber threats are mounting for utilities' critical infrastructure assets globally. If used by savvy hackers, AI also provides new tools for those trying to disrupt power supply or extract data. Decentralization of assets through the rollout of renewables is growing the attack vector for malign actors, NERC SVP Manny Cancel tells Energy Evolution co…
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Today’s guest is Professor Ken French, the Roth Family Distinguished Professor of Finance at the Tuck School of Business at Dartmouth College. He’s written some of the most influential papers in finance alongside former podcast guest, Professor Eugene Fama. In today’s episode, Ken shares what topic he and Professor Fama disagree on. Then we get int…
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Prepare to have your perspectives on asset management and digital assets revolutionized as we're joined by the astute James Sayffart from Bloomberg Intelligence. Together, we navigate the complex terrain of the mutual fund and ETF industry, with an intriguing focus on the burgeoning world of Bitcoin ETFs. Our discussion is not just timely—given the…
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China drove global energy markets throughout the early 2000s thanks to demand growth from its large population and manufacturing industries. Many are watching to see if India will have a similar impact on energy markets in the coming years. Rashika Gupta and Karim Fawaz join EnergyCents with hosts Hill Vaden and Sam Humphreys to compare China and I…
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Ahead of ARDA Week 2024 in Cape Town, South Africa, S&P Global Commodity Insights reporters Matthew Tracey-Cook, Kelly Norways and Elza Turner join Joel Hanley to discuss the changing dynamics of oil products markets in West Africa following the fresh development that Nigeria’s giant Dangote refinery has exported its first refined product cargo des…
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How do investors price in geopolitical tensions? And with fewer than two US interest rate cuts now priced into markets, is there any stopping the rise of the US dollar? Against the prevailing market backdrop, what is our take on equities, credit and sovereign bonds? Ben Bennett, Investment Strategist APAC, explains all. This episode was recorded on…
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Jason Hartman reflects on the three types of people in life: those who make things happen, those who watch things happen, and those who wonder what happened. Drawing on personal experiences, he emphasizes the importance of taking action and overcoming self-doubt to achieve success. Additionally, Hartman shares an intriguing chart illustrating the c…
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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 discuss the big picture on inflation a…
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India's energy transition strategy encompasses greater adoption of a wide range of renewable fuels to go with baseload coal for decades to come, with new policies on CCUS, carbon markets and power reforms set to play a role in the decarbonization of the third largest greenhouse gas emitter of the world. In this Platts Future Energy podcast, Consult…
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On this Energy Unplugged episode we welcome Charlotte Johnson, Global Director of Markets, Kraken discussing flexible assets, their markets and, more specifically, batteries with Evangelos Gazis, our Head of Southeastern Europe. Being part of the Octopus Energy Group, Kraken is a cloud-based technology platform that uses machine learning and AI to …
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Financial Sense Newshour engages in an insightful conversation with Jim Bianco regarding US spending, his longer-term view on inflation, interest rates moving higher, and more. Jim highlights that the US government's current expenditure amounts to approximately 6.5% of GDP annually, a level typically associated with a significant recession or finan…
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Jason sheds light on the shifting dynamics of commercial real estate, emphasizing the diminishing demand for traditional office and retail spaces due to remote work and online shopping trends. With insights on the retail apocalypse and industrial offshoring, the discussion highlights the enduring value of residential properties as an investment. Di…
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In this episode of the Macroscopic Podcast, Alexej hosts Jim Bianco, a seasoned expert in the financial markets and the President of Bianco Research. Jim shares his profound insights on the dynamics of the U.S. economy, emphasizing the significant changes in labor and consumption patterns post-pandemic. Jim also explores the potential of cryptocurr…
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Embark on a thrilling exploration of the financial world's ebbs and flows with Michael Howell, a luminary in the realm of global liquidity. Prepare to dissect the monumental role liquidity shifts play in the markets, the intriguing monetary dances of central banks, and the subtle maneuvers that have the power to send shockwaves through your persona…
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00:00 - Introduction 01:15 - BTC price and what is driving it 10:07 - Alt Coins 13:13 - Who Are Vinanz PLC 13:36 - Lessons learnt from other BTC mining operators 27:13 - What is the Vinanz Investment Case? 29:22 - Tokenisation of Assets 34:43 - USA Roadshow 40:55 - Gold and Silver By Mark Fairbairn, Alan Green…
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This Flashback Friday is from episode 1025 published last July 11, 2018. Jason Hartman starts off the show from Croatia discussing the difference in investing when there are private companies involved versus when the government is involved. With private companies you know what you're going to get, they're going to follow supply & demand and try to …
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Wrapping up the series of episodes featuring interviews gathered at CERAWeek by S&P Global, co-host of Energy Evolution Taylor Kuykendall shares bits of conversations with executives from new, innovative companies across different parts of the battery materials supply chain. Guests on this episode are: Gabi Knesel, a senior vice president at Locus …
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In today’s episode, Meb reads a white paper, “T-Bills and Chill…Most of the Time.” ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list. ----- 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 c…
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The global refining sector is approaching the end of its Golden Age as motor-fuel demand wanes in the developed world and large new-build projects in Nigeria and Mexico threaten Atlantic Basin margins. Hedi Grati joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss a global refining industry in flux and how the sector will adapt to …
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In our first official CIO call of 2024, we weigh how the macro, political and geopolitical outlook might affect the already-impressive rally notched up by many risk assets thus far this year. During the episode, Sonja Laud, LGIM’s Chief Investment Officer, is joined by Emiel van den Heiligenberg, Head of Asset Allocation, and Tim Drayson, Head of E…
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The Biden administration recently said it was no longer looking to buy up to 3 million barrels of crude for August and September to refill the Strategic Petroleum Reserve, which was drawn down to prevent oil price spikes following Russia’s invasion of Ukraine. With oil prices lingering at $85/b to $90/b, what are the chances the Department of Energ…
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Unlock the secrets to financial sovereignty with Lisa Hough, a beacon in the realm of Bitcoin and personal empowerment. As a colleague of Caitlin Long at Custodia, Lisa brings her wealth of experience from the trenches of energy trading and a firm belief in the revolutionary potential of self-custody. This episode is not just a journey through Lisa…
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Jason examines the shifting dynamics of the U.S. economy, focusing on the contraction of the middle class and the widening wealth gap. While some portray the housing market with negativity, a closer look reveals a segment of the population making significant cash purchases. This trend underscores the importance of identifying and capitalizing on so…
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This week on the podcast, our guest is Rebecca Lindland, Senior Director of Industry Data and Insights at Cars Commerce. Cars Commerce has a platform to simplify the next generation of automotive retail, including Cars.com, AccuTrade, Dealer Inspire, and coming soon, Cars Commerce Media Network. Rebecca is a highly respected expert in the automotiv…
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On this Energy Unplugged episode, we welcome Anna von Bremen, Partner and Head of Energy Innovation at Osborne Clarke, discussing the integration of storage systems with renewable energy sources with Thaddäus Kreisig, Project Leader in our Berlin Advisory team. As the Head of Energy Innovation at Osborne Clarke, Anna advises companies in the energy…
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Join the conversation with the acclaimed Hal Brands, historian and strategist, as we navigate through the labyrinth of geopolitical shifts that are forging new narratives in world affairs. Our engaging dialogue traverses the precipice of global economic uncertainty, sparked by events such as the COVID-19 pandemic, the conflict in Ukraine, and the s…
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Jason shares a video of Barbara Corcoran sharing her insights on real estate amidst the pandemic. Despite widespread beliefs, housing prices continue to surge due to low inventory and high demand. Corcoran advises potential buyers to act quickly, emphasizing the enduring appeal of homeownership. Jason also touches on the economic potential of an ec…
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Interest rates have increased by over 500 basis points over the past 24 months. It is a new interest rate regime, and TINA is no more. Investors should be considering capturing some of that yield in their portfolios. Jim Bianco, President and macro strategist at Bianco Research, L.L.C., speaks with Barry Ritholtz about the alternatives to equity th…
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Today's Flashback Friday is from episode 1001, published last May 16, 2018. Creating Wealth's 1001st episode is a time to take a look back at the people who have made this show possible, the listeners and clients. Jason has been blessed to have such great clients who come on the podcast to tell other listeners about their real estate journey. Today…
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Energy Evolution continues to showcase interviews with influential leaders in the energy transition after co-host Taylor Kuykendall returned from CERAWeek 2024 by S&P Global, the company's flagship energy conference. In this episode of the Energy Evolution podcast, Maria Pope, President and CEO of Portland General Electric, and John Pettigrew, CEO …
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Today’s guest is Cliff Asness, co-founder, managing principal and Chief Investment Officer at AQR Capital Management. In today’s episode, Cliff & I start by talking about some quotes he may or may not have said in the past. Then we kick around a bunch of topics. We talk about diversifying by both asset class and geography, the challenge of managing…
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Unlock the secrets of macro trading with trading maestro Jonathan Matthews, as he shares the wisdom gleaned from his illustrious career at Brevin Howard. I'm your host, Michael Gayed, Publisher of The Lead-Lag Report, and in this episode, we delve into Jonathan's transition from handling equity derivatives and FX to revolutionizing the way retail s…
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Americans love pick-up trucks, and the original equipment manufacturers (OEMs) that make them rely on their relatively high profit margins to fuel earnings. Darragh Punch joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss North America’s love affair with pick-up trucks and why electrifying them could be so important to mass EV ado…
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A sharp increase in Ukrainian drone attacks on Russian energy infrastructure has those in the refined products markets looking at the near-term implications for export volumes, trade flows, freight rates and commodity prices. S&P Global estimates that Russian refineries with a combined nameplate capacity of over 1.6 million b/d nationwide have now …
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With a wave of new regulation and an ever-increasing range of investment products and solutions from which to choose, the job of wealth managers and financial advisers has not been easy. In this special episode, our panel provides the answers to the questions that are front of mind for financial advisers; namely where do they sit in terms of active…
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