Macro Voices MacroVoices #442 Ole Hansen: Year of The Metals
19 snips
Aug 22, 2024 
Ole Hansen, a commodities expert, offers insights into the current landscape of precious metals, uranium, energy, and agriculture. He explains the ongoing correction in the commodity supercycle and discusses the implications of market dynamics, including supply-demand shifts and the impact of electric vehicles. Hansen also dives into the speculative aspects affecting copper and uranium prices, and analyzes recent trends in crude oil inventory. He concludes with an outlook on potential bottom formations in key commodities, enriching the understanding of market signals.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 4min
Navigating the Commodity Landscape
04:01 • 20min
Market Dynamics and Speculation in Commodities
23:46 • 21min
Analyzing Recent Crude Oil Inventory Trends and Market Signals
44:53 • 2min
Metals Market Insights & Equity Trends
46:42 • 10min
Analysis of Commodity Trends and Potential Bottoming Formations
56:30 • 2min
Wrap-Up and Listener Engagement Insights
58:31 • 3min