War and Wheat: Navigating markets during global conflict with Dennis Voznesenski

War and Wheat: Navigating markets during global conflict with Dennis Voznesenski

In this episode, we discuss the impact of conflict and war on commodities markets through the lens of a brand new book by Dennis Voznesenski: War and Wheat. Dennis is an agricultural economist at the Commonwealth Bank of Australia and prior to that at Rabobank. Thoroughly researched, War and Wheat tells the story of how the agricultural markets fared during World War I, World War II and the recent Russian invasion of Ukraine and elucidates key learnings on how commodity markets function and how commodity traders can better navigate the more volatile times ahead. The book is available here: https://www.amazon.com.au/War-Wheat-Navigating-markets-conflict/dp/1763580938

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Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux

Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux

Number Go Up: Inside Crypto’s Wild Rise & Staggering Fall with Zeke Faux On the day of publication, Bloomberg investigative reporter Zeke Faux, joins us to discuss his new book Number Go Up. Zeke foll...

12 Sep 202354min

Chip War: How semiconductors became the new oil with Chris Miller

Chip War: How semiconductors became the new oil with Chris Miller

Chip War: How semiconductors became the new oil with Chris MillerSemi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and ge...

5 Sep 202355min

Commodity Supply Chain Challenges with Anton Posner

Commodity Supply Chain Challenges with Anton Posner

Commodity Supply Chain Challenges with Anton Posner COVID is in the rear-view mirror, yet the commodity supply chains remain volatile and uncertain. In this episode, we catch up on the state of bulk c...

29 Aug 202343min

Biofuels on the Edge with Walter Cronin

Biofuels on the Edge with Walter Cronin

Biofuels on the Edge with Walter Cronin Biofuels are key to decarbonize transportation in the energy transition. However, poor harvests, weak regulatory support, war and inflation all threaten the key...

22 Aug 202351min

The Rice Market with Lewis Williamson & Marvin Coleman

The Rice Market with Lewis Williamson & Marvin Coleman

Rice is one of the most important global food sources, providing nearly a one fifth of global calorific intake. Yet the market for rice is relatively opaque with a small futures market. Much of the ri...

15 Aug 202342min

Ice: The Rise and Fall of a Hot Commodity with Amy Brady

Ice: The Rise and Fall of a Hot Commodity with Amy Brady

Ice: The Rise and Fall of a Hot Commodity with Amy Brady A hundred years ago, ice was the one of the important commodities and most powerful industries in the world. A history filled with merchant kin...

8 Aug 202347min

Whale Oil: The Original Energy Transition with Eric Jay Dolin

Whale Oil: The Original Energy Transition with Eric Jay Dolin

Whale Oil: The Original Energy Transition with Eric Jay Dolin In 1859, illumination throughout the major metropolises of the West was powered by whale oil. Whale oil was at the center of international...

1 Aug 202348min

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness

Walls, Bridges & Dilemmas in the Energy Transition with Eirik Waerness Eirik Waerness, Chief Economist of Equinor, the global energy major, joins us to discuss their Energy Perspectives 2023-  an inde...

25 Juli 202357min

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