The Super-Cycle Meets Interest Rates with Jeff Currie

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 Jun 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 Jun 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 Mai 202345min

Coal Trading with Hayn Park Coal demand reached an all-time peak in 2022. Prices reached levels not seen for over a decade. China is permitting two new coal fired power plants a week and Germany is bu...

23 Mai 202343min

In late April, we brought together a panel of leading thinkers and executives from across the sector to discuss the impacts of rising interest rates on commodities in front of a live audience in New Y...

16 Mai 20231h 3min

Commodities in a Deglobalizing World with Jeremy Shapiro Commodities have been at the heart of globalization. Traders roamed freely and commodities priced to the marginal cost of production. Since the...

9 Mai 202357min

Commodity Indexes with Tim Kramer,  JC Kneale and Preston Peacock: Commodity indexes have grown in popularity among institutional and private investors, tracking the prices of a diversified basket of ...

2 Mai 20231h 8min

Description A View From the Top with Saad Rahim In this episode, Saad Rahim, Chief Economist of Trafigura, the global commodity trading house, joins us to give an overview on the current state of the ...

25 Apr 20231h