The Donroe Doctrine and Commodities (emergency podcast) with Nick Kumleben
Emergency Pod: Nick Kumleben of Greenmantle, the geopolitical risk consultancy headed by Niall Ferguson, joins us to discuss the events in Venezuela, the 'Donroe' Doctrine and what it means for commod...
10 Jan 39min
Coffee & Cocoa's Wild Ride with Kona Haque
Today, we are talking coffee, cocoa and sugar. And in the case of coffee and cocoa, the absolute wild ride they had in 2025.Record prices and extreme volatility. Was it all just a story of tariffs? Or...
7 Jan 55min
Seizures, Search Warrants, and Sanctions: The blockade of Venezuela’s Dark Fleet Webinar by Deep Blue Intelligence
For a special episode we have the recording of a webinar, David Tannenbaum, the Director of Deep Blue Intelligence, and Carmella O’Hanlon from Blank Rome, discuss the US Coast Guard’s seizure of the ...
24 Des 202555min
The Big Picture with David Fyfe
As we come toward the end of the year, what is the global macro-economic picture. What have been the key themes in 2025 and how have they manifested in energy and commodity markets? And what can we d...
17 Des 20251h 2min
The State of Oil with Homayoun Falakshahi
As we begin to wrap up the year, we return to the crude markets. What has been oil’s journey in the latter half of 2025? What has all this meant for trader performances after a challenging first half?...
10 Des 202553min
Trading in Asia with Iain Lawson
In this episode we return to Singapore and commodity trading in Asia. Is Singapore still a must -have hub as part of a global commodity footprint? What are the key commodities traded there? How do tho...
3 Des 202551min
Wine with Nick Brewer
Today, in time for the US Thanksgiving, we discuss wine. From rare Burgundies to commodity wine that is shipped in containers and blended. What is wine? How is it made? What is the market structure an...
26 Nov 202558min
Will Ags Save Your Portfolio? With Jake Hanley
Today, we are talking agricultural markets and the case for investing in agricultural commodities, particularly in ETFS. And why that case is enhanced in the volatile world of today and the perhaps mu...
19 Nov 202549min
