The Commodity Exchange

This week, Nitesh and Mobeen are joined by Francisco Blanch, Managing Director, Head of Global Economics and Derivatives research at Bank of America Securities. Together they discuss what common threads weave together the fate of energy and industrial metals and what forces might drive them apart in the future. (00:00) Intro and Disclaimer (01:51) Market recap (04:40) Current positioning in oil futures (07:40) Russian sanctions (10:40) US oil rigs (13:57) The IEA's June oil market report - China's recovery (16:19) Thinking long term about oil prices (19:15) Carbon markets and their role in energy transition (22:30) Energy transition and its impact on industrial metals (26:25) Where are the big tail risks in the commodity markets? (29:17) Outro (30:41) Disclaimer You can follow our panellists on Twitter at: Nitesh: https://twitter.com/NiteshShahWT Mobeen: https://twitter.com/MobeenTahirWT For EU Investors Only Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities

This week, Nitesh is joined by James Steel, Chief Precious Metals Analyst at HSBC. Together they discuss all things gold and precious metals. (00:00) Introduction and disclaimer (02:00) Market recap (04:35) Who are gold investors? (08:53) The relationship between Gold and real rates (12:40) The US Debt Deal - How will it affect gold? (18:45) Background on James Steel and analysing the markets over the years (29:44) Let's talk about other precious metals (41:53) Outro/Disclaimer You can follow our panellists on Twitter at: Nitesh: https://twitter.com/NiteshShahWT Mobeen: https://twitter.com/MobeenTahirWT For EU Investors Only Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities

People have been investing in gold for thousands of years. Other asset classes have emerged, ownership structures have evolved, but the notion of holding physical gold as a store of wealth has endured the test of time. What is it about this commodity that still appeals to investors today? And how can we model its price behaviour? All of this and more in this episode of the commodity exchange. You can follow our panellists on Twitter at: Nitesh: https://twitter.com/NiteshShahWT Mobeen: https://twitter.com/MobeenTahirWT

WisdomTree have launched another podcast series, The Next Big Thing. Megatrends are changing our world. We’ve seen the internet and smartphones transform our lives and, more recently, have seen artificial intelligence touted as ‘the next big thing’, with the emergence of software like ChatGPT. So, what’s next? Listen now: https://open.spotify.com/show/71J5oczUPwL4AO7Gvml5Vk https://podcasts.apple.com/us/podcast/the-next-big-thing/id1689034679

Welcome to the first episode of our new podcast The Commodity Exchange, a podcast for those looking to make sense of the landscape, and understand the key drivers behind prices. Since the Covid-induced market crash at the start of 2020, commodities have had a strong run. This has encouraged many people to wonder if we are in a commodity supercycle. Are we in a supercycle? What cyclical and structural forces are driving commodity prices today, and might influence prices in the future? All of this and more in this episode of The Commodity Exchange. You can follow our panellists on Twitter at: Nitesh: https://twitter.com/NiteshShahWT Mobeen: https://twitter.com/MobeenTahirWT

Commodities can be impacted by a whole host of factors, from geopolitical risk to climate change. For those looking to make sense of the landscape, and understand the key drivers behind prices, our podcast offers insights and academic discussion from Europe’s leading commodity exchange-traded fund provider.