AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
27min chapter
MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets
Macro Voices
Commodity Market Dynamics and Price Movements
The chapter delves into the significant movement in commodity markets and the impact of backwardation and contango on investor returns over time. It explores the uncertainty around inflation, interest rates, and their effects on commodity markets, highlighting the importance of economic outlooks. Additionally, it discusses the surge in gold prices, market reactions to technical and fundamental changes, potential price targets, and the rally in copper prices driven by China's production cuts.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode