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…

Episoder(318)

Rivers of Money: A History of  Oil Trading – Meet the Authors Live Event

Rivers of Money: A History of Oil Trading – Meet the Authors Live Event

On October 1st, at HC Group’s Headquarters in London, host Paul Chapman interviewed Colin Bryce and Adi Imsirovic about their new book – Rivers of Money - in front of an invited audience of 100 friend...

21 Okt 202530min

HC Group’s Q3 Market Review - Talent Trends & Analysis in the Commodities Sector: Download Now

HC Group’s Q3 Market Review - Talent Trends & Analysis in the Commodities Sector: Download Now

HC Groups’s Q3 Market Review is available to download here: https://www.hcgroup.global/insights/market-reviews/access-market-review-q3-2025400+ notable people moves. An editorial by podcast host Paul ...

16 Okt 20252min

Salt, Cod and Commodities at the Center of History with Mark Kurlansky

Salt, Cod and Commodities at the Center of History with Mark Kurlansky

Today, we are joined by the award -winning author Mark Kurlansky, whose books such as The Big Oyster, Paper, Salt and Cod tell us how commodities have shaped history and in turn the present day. Why ...

14 Okt 202542min

A Post Fundamentals world? London Argus Conference Live Event with Saad Rahim, Nick Kumleben, David Fyfe and Kurt Chapman.

A Post Fundamentals world? London Argus Conference Live Event with Saad Rahim, Nick Kumleben, David Fyfe and Kurt Chapman.

The HC Commodities Podcast was invited to host a panel at the excellent Argus Global Markets Conference in London on September 30. We discussed how the commodities world is adapting trading strategie...

7 Okt 202544min

From Systematic Trading to Structural Edge with Hans Balgobin

From Systematic Trading to Structural Edge with Hans Balgobin

What actually is systematic trading and the capabilities behind it? How can it generate returns? How can it inform the broader trading desks and organization's decision making? How is it delivering a ...

30 Sep 20251h 14min

Canadian Crude Production & Equities in Changing Times with Randy Ollenberger (Canadian Crude Oil Conference Live Event)

Canadian Crude Production & Equities in Changing Times with Randy Ollenberger (Canadian Crude Oil Conference Live Event)

Recorded at the Canadian Crude Oil Conference in the wonderful Lake Louise in Canada on 17th September 2025, Randy Ollenberger of BMO Capital Markets, dives into global oil fundamentals, Canadian crud...

23 Sep 202550min

Disputes, Arbitration and Navigating a Fractious Commodities World with Alex de Gramont

Disputes, Arbitration and Navigating a Fractious Commodities World with Alex de Gramont

In this episode, we tackle disputes, arbitration, and the challenges of navigating a fractious commodities world. Energy and natural resources have always sat at the heart of international transaction...

16 Sep 202549min

Planning for the Unplannable with Savvas Manousos

Planning for the Unplannable with Savvas Manousos

As we enter the planning season, we consider why business planning in the commodity sector is so challenging. And how uncertainty and a more volatile world has made it even more so? What can organizat...

9 Sep 202555min

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