Daan Struyven

Daan Struyven, co-head of global commodities research and head of oil research at Goldman Sachs, dives into the intricate dance of global commodities. He reveals how geopolitical tensions in the Middle East are pushing oil prices in unpredictable directions. Gold is experiencing a bullish surge due to central bank diversification and a weaker dollar. Struyven also discusses the impact of impending tariffs on metal prices and highlights how rising defense spending could boost demand for commodities like copper and nickel.

Daan Struyven, Co-Head of Global Commodities Research at Goldman Sachs, dives into the rising tension around recession fears alongside Senior Strategist Allison Nathan. The discussion highlights gold's evolving role as a reliable hedge, showcasing its significance amid economic uncertainty. Struyven also addresses the bearish outlook on oil prices and OPEC's production strategies, while exploring effective hedging strategies using oil puts. Get ready for insightful market dynamics and practical tips for safeguarding investments!

Daan Struyven, co-head of commodities research at Goldman Sachs, dives into rising oil and gold prices influenced by geopolitical tensions in the Middle East and China's stimulus. He discusses the implications of potential retaliatory actions against Iran and how they could disrupt supply. Struyven also emphasizes gold's bullish prospects, predicting prices could rise significantly amidst changing monetary policies. He argues that gold is a superior investment hedge compared to oil, navigating through various economic uncertainties.

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.

Angelo Zino, a Senior Equity Analyst at CFRA Research, delves into Nvidia's strong earnings and growth potential in AI technology. Jon Lieber, Head of Research at Eurasia Group, discusses the delicate balance of U.S.-China relations amidst ongoing diplomatic talks and the implications for national security. Daan Struyven, from Goldman Sachs, reveals a revised outlook for oil prices amidst OPEC+ concerns, while addressing the financial resilience of U.S. shale producers and their influence on future market dynamics.