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, 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.