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Gregory Shearer

Head of Base & Precious Metals Research at J.P. Morgan. Shares takeaways from the annual Harbor Aluminum Summit.

Top 3 podcasts with Gregory Shearer

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8 snips
May 9, 2025 • 13min

Global Commodities: Hypothetically, of course. Redirecting just 0.5% of foreign US asset holdings to gold could drive prices to $6,000

In this insightful conversation, Greg Shearer, Head of Base and Precious Metals Research at J.P. Morgan, shares his expertise on the evolving gold market. He discusses the growing interest in gold among international investors, especially amid concerns over U.S. asset stability. The episode delves into the hypothetical scenario where a mere 0.5% shift of foreign U.S. assets into gold could push prices up to $6,000. Shearer emphasizes the significant potential returns and the structural bullish outlook for gold amid changing market dynamics.
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Jun 10, 2025 • 36min

Macro Corporate Spotlight - De-dollarization: Fact and fable

Meera Chandan, Co-Head of FX Strategy at J.P. Morgan, dives into the transactional side of the dollar, while Saad Siddiqui analyzes dollarization trends in emerging markets. Jay Barry discusses the decreasing foreign ownership of U.S. Treasuries, revealing shifts in global investment patterns. Meanwhile, Greg Shearer highlights the structural changes in commodity transactions as de-dollarization unfolds, particularly in energy markets. These insights paint a compelling picture of the evolving role of the dollar in today's global economy.
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Jan 26, 2024 • 11min

A bullish outlook for gold in 2024?

Natasha Kaneva, Head of Global Commodities Strategy, and Gregory Shearer, Head of Base and Precious Metals Strategy, discuss the bullish outlook for gold and silver in 2024, fueled by rate cuts and decreasing US 10-year real yields. They also explore the potential upside for silver prices and the relationship between precious metals and other commodity markets, emphasizing commodities as a preferred option for hedging inflation.

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