The Price of Time with Edward Chancellor (Re-Release)

The Price of Time with Edward Chancellor (Re-Release)

A still timely discussion as the Federal Reserve comes under pressure to decrease rates... How low interest rates since the financial crisis have caused inequality, populism and inflation. Christmas re-release of one of host Paul Chapman's favorite discussions.

Award-winning, financial journalist and historian Edward Chancellor join us to discuss interest rates and the impact on the commodities sector. Interest rates – the price of money and time – have been unnaturally low since the global financial crisis. This has led to a profound impact on finance and society. Global corporates found financial engineering more “profitable” than focusing on products and operations. Assets inflated and inequality widened. In the commodities world, the cost of carry and cost of finance, was essentially zero. Energy tech plays were awash in money and valuations sky high. Rates are now rising and those same engineered corporates are becoming zombies. China risks economic Armageddon as the global carry trade ends. Assets prices are falling and financially stressed commodity traders, now face higher rates. Edward argues higher rates will return the world to profitable growth and risk allocation unless political will to reverse rates wins…

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Building a commodity trading business: rewards and risks

Building a commodity trading business: rewards and risks

2020 has highlighted how trading platforms can protect natural resource producers price shocks and boost earnings through extracting more value from  the products and with better reach into the market...

16 Syys 202033min

Investing in Commodities

Investing in Commodities

Roy makes a compelling argument that all investors should follow the commodities sector and expands on the asset class' role in portfolio theory. Roy was involved in the creation of the first commodit...

9 Syys 202038min

Trump, Biden, and Global Commodities

Trump, Biden, and Global Commodities

Far from being just a domestic US affair, this election promises to be one of the most consequential for the global energy and commodities sector in decades, given the stark differences between the tw...

2 Syys 202047min

Energy Transition, Part Two: Change for Producers, Operating Models and Talent

Energy Transition, Part Two: Change for Producers, Operating Models and Talent

Roland is one of the leading thinkers in the commodities sector and Global Head of Oil & Gas, Mining & Chemicals at Oliver Wyman

20 Elo 202037min

Energy Transition, Part One: Trading Houses, with Roland Rechtsteiner

Energy Transition, Part One: Trading Houses, with Roland Rechtsteiner

Roland is one of the leading thinkers in the commodities sector and Global Head of Oil & Gas, Mining & Chemicals at Oliver Wyman

13 Elo 202033min

The Solar Decade with David Fernandez of Goldman Sachs

The Solar Decade with David Fernandez of Goldman Sachs

Why the Solar Decade and what will that mean in terms of scale? What are the benefits for generators and investors? Is it geographically restricted by sunbelts? How will the solar decade change the co...

6 Elo 202033min

The Future for Refiners, with Daryl Schofield

The Future for Refiners, with Daryl Schofield

What challenges did refiners and integrated majors face at the start of 2020? What were the various strategic responses at that time? What did the arrival of COVID-19 do to that picture? How can you b...

30 Heinä 202037min

The chemicals markets with Peter Staartjes, Founder and CEO of Andino

The chemicals markets with Peter Staartjes, Founder and CEO of Andino

How is the chemicals sector categorised and what is its economic scale and importance? How has the market, opportunities, and participants changed in response to the pressures all commodity markets fa...

23 Heinä 202038min

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