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…

For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

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The Trump Administration’s Global Energy & Commodities Policy with Robert Johnston

The Trump Administration’s Global Energy & Commodities Policy with Robert Johnston

Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response part...

29 Huhti 202556min

Tariffs, Metals and Force Majeure with Guy Winter

Tariffs, Metals and Force Majeure with Guy Winter

Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response part...

24 Huhti 202542min

Navigating Trump 2.0: Part 2 - Trading Cognitive Dissonance with Nick Kumleben

Navigating Trump 2.0: Part 2 - Trading Cognitive Dissonance with Nick Kumleben

In Part 2, we continue our discussion on navigating the new Trump Administration. Why are metals and critical minerals central to the administrations agenda? What does it mean to prioritize security o...

22 Huhti 202548min

Navigating Trump 2.0:  Part 1 - Signal vs Noise  with Nick Kumleben

Navigating Trump 2.0: Part 1 - Signal vs Noise with Nick Kumleben

The commodities sector faces a new and uncertain world.  In this episode, we look at how to understand and how to navigatethe new Trump administration and its impact on domestic and global markets, pa...

15 Huhti 202546min

Talent Intelligence with Amelia Chahal

Talent Intelligence with Amelia Chahal

Head of Talent Intelligence for HC Group, Amelia Chahal, joins us to discuss their offering and the Global Energy Trading Compensation Report 2025 available for purchase.To register interest in the re...

10 Huhti 202515min

Challenging Energy Narratives with Jarand Rystad

Challenging Energy Narratives with Jarand Rystad

In this episode, we stress test and challenge some of the key recent narratives in the energy world. Will we still see peak oil demand by 2030? Is there under investment in oil production that could l...

8 Huhti 202551min

China and Oil with Tom Reed

China and Oil with Tom Reed

Today we are focused on China and its oil market. How has their oil sector developed over the last 50 years? Who are the teapot refiners? And how is the market now structured in the wake of COVID, san...

1 Huhti 202557min

Notes from The FT Commodities Global Summit 2025: Uncertainty, Security and Opportunity

Notes from The FT Commodities Global Summit 2025: Uncertainty, Security and Opportunity

Once again, we attended (Www.hcgroup.global) the Financial Times Commodities Global Summit in Lausanne. Leaders in the commodities sector gather for this excellent event to share their views on the st...

30 Maalis 202518min

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