Ole Hansen

Ole Hansen, Saxo Bank's Head of Commodity Strategy, dives deep into the intricacies of the commodities market. He discusses the impacts of recent tariffs on copper and oil while highlighting the critical demand for resources during the green transition. The conversation shifts to the oil market's dynamics, focusing on OPEC's strategies and the effects of backwardation on pricing. Hansen also analyzes trends in precious metals, emphasizing the differing behaviors of gold and silver, and touches on the copper futures market's price movements.

MacroVoices Erik Townsend welcomes Saxo Bank Chief Commodities strategist Ole Hansen to the show to discuss the broader commodities bull market and the role interest rates play in contango and backwardation. Then they drill down on specific commodities including crude oil, gold, copper, grains and more. https://bit.ly/3LADP1y Download Ole's charts: https://bit.ly/3VjCPC3 Download Big Picture Trading chartbook 📈📉 https://bit.ly/44c0k4e ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity Join OptionFinity discord: https://discord.gg/Rvnsv6Y Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

In this discussion, Ole Hansen, Saxo Head of Commodities Strategy, analyzes how market sentiment might influence reactions to Nvidia's earnings, regardless of the results. He delves into the impact of political maneuvers on the Fed and gold prices, alongside the effects of Trump tariffs on U.S. soybean exports and lumber prices. The conversation touches on geopolitical shifts affecting commodities and the tech sector, especially concerning AI and Chinese market dynamics. Expect insights that connect finance with current events!

Exploring hot commodities from softs to AGS to metals to energy with Ole Hansen. Dive into cocoa price surge, market dynamics, hedge fund strategies, Saudi Arabia's production, and uranium buying opportunity in a nutshell.

Ole Hansen, a commodities expert, offers insights into the current landscape of precious metals, uranium, energy, and agriculture. He explains the ongoing correction in the commodity supercycle and discusses the implications of market dynamics, including supply-demand shifts and the impact of electric vehicles. Hansen also dives into the speculative aspects affecting copper and uranium prices, and analyzes recent trends in crude oil inventory. He concludes with an outlook on potential bottom formations in key commodities, enriching the understanding of market signals.

In this discussion, Ole Hansen, Head of Commodity Strategy at Saxo, delves into the geopolitical implications of the U.S. intervention in Venezuela and its ripple effects on global oil markets. He highlights the potential of Iran's sanctions being lifted to shake up energy prices even more. The conversation also covers the booming silver market and how geopolitical risks are driving demand for tangible assets like gold and silver, alongside the challenging dynamics of oil supply and recovery in Venezuela.

In this compelling discussion, Ole Hansen, Head of Commodity Strategy at Saxo Bank, shares his insights on the upcoming annual rebalancing of major commodity indices and its significant effects on gold, silver, and cocoa prices. The conversation touches on the ascent of copper and nickel driven by supply issues in Chile, and the geopolitical risks affecting oil supply. With the backdrop of bullish market sentiments and Nvidia's advances in autonomous driving, Hansen and host John J. Hardy dive deep into the dynamic forces shaping the commodity landscape.

Philip Engel Carlsson, founder of Calculo Capital, and Ole Hansen from Saxo Bank dive into the fast-paced world of commodity trading. They discuss their unique short-term quantitative strategies, leveraging machine learning to capitalize on price movements. The duo highlights rising demand for precious metals and the impact of geopolitical events on market trends. They also explore risk management through historical data analysis, offering insights on navigating volatility and optimizing performance in liquid markets. Their distinctive approach sets them apart in the investment landscape.

Ole Hansen, Head of Commodity Strategy at Saxo, discusses the recent equity market recovery driven by hopes of US-China trade detente. He delves into the wild volatility in precious metals, noting how market sentiment affects gold and silver prices. Hansen also shares insights on the implications of upcoming US economic data, geopolitical developments, and the influence of Diwali on silver demand. He touches on copper's current inventory challenges and the long-term outlook for crude oil prices amid global supply dynamics.

In this discussion, Ole Hansen, Head of Commodity Strategy at Saxo, dives into the recent silver surge, analyzing the dynamics behind its spike to $50 an ounce and questioning if the momentum can sustain. He draws historical parallels, referencing the Hunt brothers of the 1980s, and explores the interplay between precious metals. Also on the agenda: the impacts of geopolitical tensions on oil prices, upcoming earnings reports, and the influence of central banks on demand. Get ready for insights that shape sectors and markets alike!