In this conversation, Ole Hansen, Head of Commodity Strategy at Saxo Bank, shares his extensive expertise in commodities trading. He discusses the future of energy with a focus on natural gas and its role against renewable sources. Ole also explores emerging trends in agriculture, touching on issues like weather impacts and tariffs. The episode offers insights into recent dynamics in the oil market, highlighting the influence of monetary policy. With engaging anecdotes from his unique journey, Ole reflects on the evolving landscape of trading.

Peter Garnry, a SaxoStrat expert on macroeconomics, discusses the impact of interest rate cuts and the upcoming US elections. Althea Spinozzi, head of Fixed Income Strategy, emphasizes the value of short-duration bonds in a slowing economy. Charu Chanana, head of FX Strategy, highlights the US dollar's volatility and the potential of the Japanese yen and Chinese yuan. Ole Hansen, head of Commodity Strategies, analyzes the outlook for precious and industrial metals amid geopolitical tensions and discusses the implications of US election outcomes on commodity prices.