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(321)

The Democratization of Oil Trading with Greg Newman

The Democratization of Oil Trading with Greg Newman

Oil Trading remains the preserve of wealthy industry participants. Few organizations have the means and access to trade the myriad OTC contracts that underpin the markets. However, much as we have see...

12 Mar 202550min

Challenge, Crisis and Leadership in Asset-Backed Trading with Savvas Manousos and Niels Henrik Lindegaard

Challenge, Crisis and Leadership in Asset-Backed Trading with Savvas Manousos and Niels Henrik Lindegaard

This is Part 2 of our mini-series on Asset-Backed Trading. In the previous episode, we covered the key  reasons and decision points in creating asset-backed trading organizations. In this episode, we ...

5 Mar 202557min

Argus Crude Summit: Shifting landscape of crude oil trading with Peter Keavey and Paul Chapman

Argus Crude Summit: Shifting landscape of crude oil trading with Peter Keavey and Paul Chapman

On February 6, host Paul Chapman was invited to be on a panel at the Argus Crude Summit Americas in Houston. Moderated by Matthew Oatway, Peter Keavey, Global Head of Energy and Environmental Products...

26 Feb 202535min

Building an Asset-Backed Trading Platform with Savvas Manousos and Niels Henrik Lindegaard

Building an Asset-Backed Trading Platform with Savvas Manousos and Niels Henrik Lindegaard

In Part One of our miniseries on Asset-Backed Trading, Savvas Manousos and Niels Henrik Lindegaard  join us to discuss why commodity producers, refiners and wholesalers are developing value-chain opti...

19 Feb 20251h 5min

LPG Trading with Jack Nugent

LPG Trading with Jack Nugent

In this episode, we dive into Liquified Petroleum Gas trading. What is LPG used for, where is it produced and how has the market developed since the advent of shale? How is trading LPG different from ...

12 Feb 202550min

Peak Gasoline, Fuel Supply and EVs with Doug Haugh

Peak Gasoline, Fuel Supply and EVs with Doug Haugh

Today we return to the fuels industry. What is the latest in global fuel supply and demand? What is the impact of ongoing electrification on fuel demand? Have we seen peak gasoline demand even in the ...

5 Feb 202553min

Seed Oils, Biofuels, Proteins and Politics with Walter Cronin

Seed Oils, Biofuels, Proteins and Politics with Walter Cronin

How did seed oils and biofuels fair in 2024? Wild price swings dominated as the markets reacted to changing yields and biofuel demand. At the same time, the markets braced for a change in the US admin...

29 Jan 202544min

Tea with Jem McDowall

Tea with Jem McDowall

Another global commodity, present in our daily lives, without an established price index or futures contract, with a unique supply chain: Tea. How does Tea reach our tables? Where does tea come from? ...

22 Jan 202545min

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