The Super-Cycle Meets Interest Rates with Jeff Currie

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17 Heinä 20234min

Back to Ag Futures with Scott IrwinIn this episode, we are joined by a global leader in the field of agricultural economics.  His research on commodity markets is widely cited by other academic resear...

11 Heinä 202356min

Volatility with Stephen RosemeThe commodity markets have had a period of unprecedented volatility. Furthermore, the energy transition is likely drive volatility over the long-term as infrastructure, f...

4 Heinä 202343min

A lot has changed in the last three years when it comes to investing in the energy transition. Inflation and rising rates have altered economics, the tools and the returns expected. ESG is no longer t...

27 Kesä 202353min

The EU has set ambitious goals to decarbonize, especially in transportation, accelerated by the geopolitical necessity to reduce reliance on hydrocarbons. However, the minerals and even technological ...

20 Kesä 202344min

Food inflation is persistent globally, even after the underlying commodity prices have dropped. What is going on? Will food prices normalize and if so when? Has something structural happened? And what...

13 Kesä 202344min

On June 1st, in front of a live audience in London, we recorded a special live podcast to celebrate the launch of Adi Imsirovic's new book: Brent Crude Oil - the genesis and development of the world's...

6 Kesä 202338min

Commercial Real Estate, Rates & Renewables with Eugene McGrane The Commercial Real Estate market is in trouble. High interests rates & low occupancy are stressing central business districts across the...

30 Touko 202345min