

Episode 23 with Daan Struyven
Apr 25, 2025
Daan Struyven, Co-Head of Commodities Research at Goldman Sachs, shares his wealth of knowledge on the evolving commodities landscape. He discusses the accelerating demand for gold as a safe investment amid rising geopolitical tensions. The conversation dives into the future of oil and renewables, predicting a peak in oil consumption by 2034. Struyven also explores the unpredictable nature of black swan events and their economic effects, offering sage advice for future commodities professionals on the importance of research and adaptability.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating the Commodities Landscape
01:46 • 24min
Gold Dynamics and Investment Trends
26:08 • 8min
Navigating the Future of Oil and Renewables
34:00 • 10min
Understanding Black Swan Events and Tariffs
44:23 • 7min
Valuable Lessons and Advice for Aspiring Commodities Professionals
51:47 • 4min