MacroVoices #347 Ole Hansen: Commodities Can Go Up Even In Recession

1

Introduction

00:00 • 3min

2

The Midterm Election and the US Energy Minister's Comments

02:41 • 4min

3

Saxo Banks Chief Commodity Strategist Ola Hansen

06:40 • 4min

4

Equity Themes - The Commodity Space

10:31 • 6min

5

The Commodity Super Cycle

16:05 • 2min

6

What's Your Outlook for the Dollar?

18:03 • 2min

7

Cantango and Backwardation in the Commodity Market

20:21 • 2min

8

The Impact of Backwardation Versus Contango on Investment Demand

22:50 • 5min

9

Commodity Futures Market Commitment of Traders Report

28:07 • 2min

10

Is the Market Ready for Any Further Increase in the Price?

30:17 • 4min

11

The Tightening of the Crude Oil Market

33:59 • 5min

12

Gas Prices in Europe - Is There a Supply Gulp?

38:34 • 4min

13

Gas Prices in Europe - Is the Gas Price Going Down?

42:42 • 4min

14

The Copper Price Is Not Only a Story About Demand It's Also Supply

47:07 • 2min

15

Gold Is a Market That I Want So Much to Believe In

48:44 • 3min

16

The World Is a Troubled Place Right Now

51:45 • 4min

17

Macro Voices Podcast

55:53 • 3min

18

The Copper Rally Is Overdue for a Pullback

59:02 • 2min

19

How Do You See This Market Through Year End?

01:00:45 • 3min

20

Is the Dollar Going to Survive Above Parity?

01:03:53 • 5min

21

The Stock Market Has Been a Very Weak Start

01:08:36 • 3min

22

Macrovoices Research Roundup

01:11:06 • 3min