Macro Voices MacroVoices #399 Ole S Hansen: Still Bullish Commodities
17 snips
Oct 26, 2023 Commodities expert Ole S Hansen discusses the pause in the bull market for some commodities, the Iran-Israel conflict escalation risk, and the impact of weather on agricultural commodities. The podcast also examines backwardation in commodities trading, geopolitical risks in the global oil market, market themes and sectors, and the analysis of the US dollar, gold prices, bonds, uranium, and copper.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Commodity Super Cycle and Backwardation in Commodity Trading
02:47 • 25min
Spare Capacity in the Global Oil Market and Geopolitical Risks
27:45 • 11min
Weather Impact on Agricultural Commodities and Analysis of Equity Themes
38:34 • 2min
Discussion of Market Themes and Sectors with Investment Advice
41:03 • 5min
Geopolitical Risks and Oil Market Outlook
45:51 • 19min
Analysis of US Dollar, Gold Prices, Bonds, Uranium, and Copper
01:05:04 • 5min
Wrapping up the episode and providing additional resources
01:10:30 • 4min