Ole Hansen

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

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.

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.

In this discussion featuring Ole Hansen, Saxo Head of Commodities Strategy, the duo dives into the repercussions of Israel's attacks on Iran, particularly on crude oil prices and global market reactions. They dissect how geopolitical tensions intertwine with U.S. labor market trends, amplifying investor uncertainty. Hansen also sheds light on key upcoming macro events and the impact of rising energy costs on central bank policies. Expect insights into commodities, cryptocurrencies, and the shifting dynamics of the Japanese yen amid these turbulent times.

In this discussion, Ole Hansen, Saxo's Head of Commodity Strategy, shares insights on the escalating bear market risks in the U.S. and the surge of the Euro. He delves into the current dynamics of the oil and commodities markets, highlighting the complexities caused by tariffs and innovation in mining technology. The conversation also touches on geopolitical tensions affecting market fluctuations and the implications of U.S. foreign policy on global economics, focusing on relationships with Russia and China.

Join Ole Hansen, Saxo's Head of Commodity Strategy, as he dives into the fascinating world of silver and platinum amidst shifting market dynamics. He discusses the recent spike of silver hitting new 13-year highs and how economic indicators like job reports and interest rates shape its future. Hansen also analyzes the impact of the Musk-Trump fallout on US markets, revealing its implications beyond just Tesla. Tune in for insights on how industrial and financial interests are evolving in these uncertain economic times!

In this engaging discussion, Ole Hansen, a commodities expert, unpacks the market dynamics leading up to 'Liberation Day'. He dives into the recent surge in gold and its surprising position amidst a booming commodity complex. The conversation also touches on geopolitics, particularly the collaboration between China, Japan, and South Korea, and its influence on commodities. Hansen shares insights on economic indicators affecting the ECB and discusses the tech sector's response to tariff tensions, providing a comprehensive look at today's volatile markets.

Niamh McBurney, an Associate Director at Control Risks, shares her expertise on geopolitics and energy security. Ole Hansen, Head of Commodity Strategy at Saxo Bank, provides insights into commodity markets. Bora Bariman, Managing Partner at Hormuz Straits Partnership, focuses on trade flows and investment in the Middle East. They discuss the potential impact of a Russia-Ukraine ceasefire on oil prices, delve into BRICS’ rising influence, and analyze the complexities of oil dynamics amid geopolitical tensions and changing demand patterns.

Expert Ole Hansen and co-host Søren Otto dive into the booming commodities market in 2024, focusing on metals like copper, silver, and gold. They discuss market rallies, geopolitical influences, supply deficits, and the impact of speculative movements on pricing. The podcast also explores the performance of grain markets, factors affecting wheat prices, and opportunities in metals and mining investments.