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

Episoder(327)

The US Natural Gas Market: The last decade and the next

The US Natural Gas Market: The last decade and the next

Lower prices, lower volatility and increased transparency, led participants to exit and drive consolidation. Now that dynamic could be set to change as US production is under threat from low prices an...

11 Nov 202046min

The China Gas Market

The China Gas Market

2020 saw the creation of PipeChina to further streamline the market’s transportation and distribution. It is also a unique market with differences at the political, regulatory and market structure lev...

4 Nov 202039min

Technology-driven change in the commodities sector

Technology-driven change in the commodities sector

Joining us to discuss three big ways the market will change over the next 5 years is Simon Collins, CEO and Founder of TradeCloud, a Director at EdgePetrol and former Head of Bulk Trading at Trafigura...

29 Okt 202039min

Private Equity: The good, the bad and the ugly

Private Equity: The good, the bad and the ugly

It has also brought losses as investors and investments have been challenged, and even surprised, by the risks in commodities. Furthermore, it may also be facing an industry reckoning of epic proporti...

20 Okt 202039min

Managing Climate Change Risks in the Commodities Sector

Managing Climate Change Risks in the Commodities Sector

Often, energy and natural resource production is located in areas more prone to climate change, and frequently in emerging market nations, climate change risks highlight the protection/risk transfer "...

7 Okt 202041min

The Long Term Impacts of COVID-19 on the Commodity Markets

The Long Term Impacts of COVID-19 on the Commodity Markets

Will COVID-19 accelerate changes to how commodities are traded? Will we see more failures and further pull back of trade finance? Or will COVID-19 trigger a resurgence in opportunities for trading bus...

30 Sep 202040min

Making a good commodity trader

Making a good commodity trader

We look at the common attributes and behaviors required to be a successful trader. We examine how the environment of the trader can support or hinder performance. We look at how motivations and perfor...

23 Sep 202032min

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 Sep 202033min

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