Saxo Market Call
2024 is heavy metals
May 23, 2024
Expert Ole Hansen and co-host Søren Otto dive into the booming commodities market in 2024, focusing on metals like copper, silver, and gold. They discuss market rallies, geopolitical influences, supply deficits, and the impact of speculative movements on pricing. The podcast also explores the performance of grain markets, factors affecting wheat prices, and opportunities in metals and mining investments.
23:59
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Metals, both industrial and precious, have shown over 20% gains in 2024, seeing a broad-based rally.
- Challenges in the energy sector due to price increases and geopolitical tensions, with a focus on natural gas recovery.
Deep dives
Commodities Market Overview
The podcast delves into the significant movements within the commodities market, particularly focusing on metals, both industrial and precious. The year has seen substantial gains in metals, with industrial and precious metals up over 20%. Despite initial skepticism, the rally has been broad-based, with all sectors participating in the positive momentum.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
