最高の Commodity ポッドキャスト (2024)

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'Trillions at Stake' - Engineered Crisis To Crash Markets: Tom Luongo 57:51

1d ago57:51

57:51

Tom Luongo dives deep down the Davos rabbit hole to explain why he thinks the globalists have sinister plans to engineer a market crash and force the Fed's hand when it comes to rate cuts. Tom draws on his research into international bond markets, the dark underbelly of geopolitical game theory, and the commodities market to support his thesis that…

1
Woolpower: Wool enterprises and the numbers for staying - 16th September 2024 23:51

4d ago23:51

23:51

Rob is joined by John Francis, Director at Agrista and the author of a recent AWI report into the profitability of specialised wool sheep enterprises. John discusses the data, modelling and outcomes of the recent report into why there is a profit argument for staying in wool. https://www.wool.com/globalassets/wool/news--events/2024/why-stay-in-wool…

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Sep 12 | Commodity Week

7d ago

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Commodity Week による

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September WASDE: Sugar steals the headlines! 26:42

7d ago26:42

26:42

Wheat Tame WASDE for wheat No change on the U.S. balance sheet EU production cut 4 MMT: Is it enough? Corn and soy complex Corn and soybeans are snoozers Will bearish conditions continue for now? Sugar The old crop is finalizing, while the new crop is just getting started 2023/24 sugar stocks up! 2024/25 Mexican imports lowered? U.S. Corn Wet Milli…

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Copper Price Spike Ahead, Demand Surging But New Mines Non-Existent: Max Porterfield 28:17

21h ago28:17

28:17

Max Porterfield, CEO of Callinex Mines (OTCQX: CLLXF | TSXV: CNX) warns that growing demand for copper through electrification of the economy and a growing middle class in emerging economies is nowhere near close to being met, as mine supply is woefully inadequate and new mines are nowhere to be found. Max discussed how Callinex Mines fits into the…

1
'Greater Depression' is Here, Stack Gold and Exit the West: Doug Casey 36:50

4d ago36:50

36:50

Doug Casey has a lot of concerns when it comes to rampant political corruption, insane government debt, and radical woke ideology that has infiltrated the West. In addition to stressing the need for physical gold and silver, Doug warns that the growing attack on free speech and the increased surveillance by power mad bureaucrats means you need to d…

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We're in the 'Very First Inning' of a New Bull Market for Gold: Willem Middelkoop 33:56

6d ago33:56

33:56

Willem Middelkoop sits down with us in Amsterdam at the Commodity Discovery Fund to explain why he thinks a new secular bull market in gold has only just begun, and how both the metal and gold mining stocks could stand to benefit tremendously up ahead. Willem also provides his updated thoughts on the silver, uranium, copper, and energy markets, alo…

1
Copper Supply Crunch Has Miners 'Scrambling to Find Deposits': John Black 29:10

10d ago29:10

29:10

CEO of Regulus Resources (OTCQX: RGLSF | TSX-V: REG) John Black explains the looming copper supply shortage and the main drivers that will see demand for the metal grow to unprecedented levels. This crunch on low supply, along with the difficulty in bringing a new mine online, means that miners are scrambling to find deposits to develop. John discu…

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Will this winter wheat planting season give us chills? 15:37

13d ago15:37

15:37

Acreage expectations: the case could be made for more wheat acres for 2025/26 Current conditions are not ideal and La Nina’s influence could cause issue this winter McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition All industrial buyers and consumers of corn-derived products, as well as investors in that field, should understand …

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Central Banks Aren’t the Only Buyers, Retail Flocking to Gold: John Feneck 30:48

13d ago30:48

30:48

John Feneck sees a clear trend in the gold sector: big retail buyers are now realizing they need protection and a hedge against economic uncertainty, and there's no asset like gold to hold down the fort. John discusses what he's seeing in the gold and silver mining sector, why he thinks uranium presents a compelling opportunity right now, and much …

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Projecting what's next for the national flock and herd - 6th September 2024 19:36

14d ago19:36

19:36

This week Olivia Agar is joined by Erin Lukey - Senior Market Information Analyst with Meat & Livestock Australia (mla). Erin joins us to discuss the latest sheep and her projections and the drivers behind the figures MLA landed on.Mecardo による

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Sep 05 | Commodity Week

14d ago

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Commodity Week による

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'We Hold Gold and We Don't Sell It': 40-Year Wall Street Veteran Ted Oakley 30:00

15d ago30:00

30:00

Ted Oakley believes that the time for commodities to enter a large bull market is upon us, and he sees gold as an instrumental part of that picture. Ted explains why his fund, Oxbow Advisors, holds both gold bullion and mining stocks, along with giving his outlook on energy, the bond market, the global economy, and much more. Dolly Varden Silver (T…

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We're Set Up for the Greatest Squeeze in the History of Silver: Shawn Khunkhun 31:23

17d ago31:23

31:23

CEO of Dolly Varden Silver (OTCQX: DOLLF | TSXV: DV) Shawn Khunkhun points out the fact that all silver mined globally will be 100% used in industrial purposes by the end of 2025, resulting in what he believes will be the mother of all supply squeezes. Shawn discusses how Dolly Varden Silver fits into the picture, and breaks down their recent drill…

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Gold Skyrocketed 24x the Last Time Inflation Was This High: Alex Krainer 1:03:36

20d ago1:03:36

1:03:36

Alex Krainer employs a trend following strategy when it comes to investing and right now the trend is clear: gold is in historic territory and the last time we had these levels of inflation, gold soared 24 times higher. Once Wall Street starts piling in this time around, it won't take much to send it screaming higher than most anticipate. Alex also…

1
Contango, it's not just a dance! 21:02

20d ago21:02

21:02

Two theories for the shape of the forward curve What is a normal forward curve? Risk-free arbitrage Over and under supplied markets Corn, soybeans, and wheat The importance of a meat thermometer this holiday weekend Now available for purchase! McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition What buyers, consumers, and investors…

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Aug 29 | Commodity Week

21d ago

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Commodity Week による

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Mining Stocks are Hated Right Now and I'm Taking Advantage: Rick Rule 42:50

22d ago42:50

42:50

Rick Rule is very grateful for impatient investors who are selling their uranium, gold, and silver mining shares when the thesis for all three metals is stronger than its ever been, because he's happy to take the other side of that trade. Rick emphasizes that for those with an appropriate time horizon, now is a fantastic time to be a speculator in …

1
Gold Will 'Go Vertical' as US Loses Grip on Dollar Supremacy: Ian Everard 52:09

24d ago52:09

52:09

Ian Everard believes that we have a long way to go for the gold price to take account of all the bloated currency and debt creation straining the system. As the U.S. government continues along the path of printing money to buy votes and prop up a rapidly declining dollar, gold and silver are taking center stage as more and more people realize the d…

1
Dairy production & herd: Back to where we started from? 11:49

27d ago11:49

11:49

Most recent changes made by USDA on milk production and herd size How have revisions USDA has made to prior numbers affected the outlook? Where we stand on YTD milk output What do dairy buyers need to be on the lookout for? Next webinar! Economy and Energy Wednesday, Sep. 25, 2024 Registration opens on Sep. 11 at mckeany-flavell.com Clients, check …

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Aug 22 | Commodity Week

27d ago

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Commodity Week による

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Excessive Debt Creation is a Ticking Time Bomb, 'Hold On To Your Gold': Francis Hunt 1:09:07

27d ago1:09:07

1:09:07

Francis Hunt is leaving no stone unturned in exposing the political elite and their plan to enslave the masses through excessive debt and currency creation, along with heavily manipulating narratives through both traditional and social media with the goal of creating outrage to consolidate their control. Francis refers to not only technical charts …

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We are On the Brink of Civil War and the Collapse of Nations Worldwide: Martin Armstrong 1:00:09

29d ago1:00:09

1:00:09

Martin Armstrong lays out a scenario where the EU disintegrates, the US breaks up into several countries, and civil wars erupt as populations reach their breaking point when it comes to government overreach and the ever-intrusive eyes of the growing surveillance state. Martin also gives his thoughts on the implications of the Yen carry trade, gold'…

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Forecasting Wool production - 20th August 2024 15:14

1M ago15:14

15:14

This week Rob is joined by Stephen Hill, National Committee Chairman for the Australian Wool Production Forecasting Committee. They discuss the changing dynamics that influence the forecasting process for Australian wool production.Mecardo による

1
Demand is Soaring For Nickel, Copper, Cobalt and Supply Can't Keep Up 27:57

1M ago27:57

27:57

Frank Basa, CEO of Coniagas Battery Metals (TSXV: COS) lays out the investment thesis and supply-demand dynamics for nickel, copper and cobalt, vital battery metals with demand projections that far exceed current production. Frank explains how Coniagas is playing a role in extracting these critical minerals at their Graal project in Quebec and prov…

1
Fryin’ it up! An edible oils update 21:15

1M ago21:15

21:15

What’s the global oilseed outlook for 2024/25? How are prices trending? Coverage advice Avian flu observations Impact on feed consumption? U.S. Corn Wet Milling Industry Study, 2023 Edition! What buyers, consumers, and investors need to know Processes, products, pricing, and growth potential Visit us at mckeany-flavell.com to purchase your copy tod…

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Western Democracy Dies Under Reckless Debt and Tyrannical Bureaucrats: Marc Faber 43:32

1M ago43:32

43:32

Marc Faber sees signs everywhere that cracks are deepening in Western democracies due to reckless government spending and power mad politicians that exist only to serve themselves at the expense of the population. Marc warns that tyranny has crept into the West through bribes handed out to the masses and there is a price to pay for "free" money and…

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Aug 15 | Commodity Week

1M ago

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Commodity Week による

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$10,000 Gold? 'A Lot More Than That' in Aftermath of Everything Bubble: Henrik Zeberg 38:24

1M ago38:24

38:24

Henrik Zeberg thinks $10,000 may be too conservative of a price target for gold up ahead, with the caveat that we'll see a lot of pain before we get there, both in commodities and the broad market. Henrik sees a deflationary bust on the horizon that will wipe out most asset categories, before stagflation takes hold, the Fed intervenes, and commodit…

1
Holy soybeans & sugar, WASDE Man! 32:14

1M ago32:14

32:14

Wheat Wheat acres take a big hit! Ending stocks drop but still up vs. last year Corn and soy complex Soy snatches acreage from corn brethren! But do both appear amply supplied for 2024/25? Sugar 2024/25 beet production increased to a new record Old crop and new crop sugar deliveries for food use lowered U.S. Corn Wet Milling Industry Study, 2023 Ed…

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The Trend For Both Gold and Copper is 'Significantly Higher': Luke Norman 32:25

1M ago32:25

32:25

Chairman of U.S. Gold Corp (NASDAQ: USAU) Luke Norman sees a much higher price for both gold and copper as untenable government debt, a rapidly emerging middle class in developing nations, and the fragility of the fiat currency system are realized by the market. Luke also provides an overview of U.S. Gold Corp and the path to production at their fl…

1
2024 ASA International Sweetener Symposium Recap 15:41

1M ago15:41

15:41

Farm Bill Possible to get this passed before the November elections? Beet sugar Harvest for 2024/25 crop is upon us! Signs of a sizable crop? Cane sugar Florida crop predictions: Could it surpass Louisiana? U.S. Corn Wet Milling Industry Study, 2023 Edition! What buyers, consumers, and investors need to know Processes, products, pricing, and growth…

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We Are Headed for Mad Max if We Don't Embrace Gold as a Society: Keith Weiner 58:50

1M ago58:50

58:50

Keith Weiner sees a dystopian future ahead, where adherence to credit and the abandonment of sound money leads us to a new dark age in which production stops, civilization devolves, and every day becomes a fight for survival. In that scenario, holding precious metals will barely matter but if we can fix the current monetary system by reintroducing …

1
Nice one day, perfect the next: Opportunities in FNQ 16:59

1M ago16:59

16:59

This week Rob is joined by Thomas Mugford, Branch Manager for Mareeba, Tolga, Richmond and Cloncurry for Nutrien Ag Solutions in Far North Queensland. Tom joins us to discuss the diverse opportunities and industries the region has to offer.Mecardo による

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Aug 08 | Commodity Week

1M ago

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Commodity Week による

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Commodities To Go 'Through the Roof' After Brutal 80% Market Crash: David Hunter 45:57

1M ago45:57

45:57

David Hunter forecasts that the broad market is set for an 80% crash in the next year, in a bust he believes could be one of the biggest financial downturns in history. The good news for commodities investors is that he sees an unprecedented supercycle for hard assets on the other side, where gold, silver, energy, uranium, copper, and other vital c…

1
Uranium Bull Case 'Clear as Day', These Prices are a Gift: Thomas Lamb 40:10

2M ago40:10

40:10

CEO of Myriad Uranium (CSE: M | OTC: MYRUF) Thomas Lamb sees the current pullback in the uranium sector as an opportunity for investors who have done their homework. Thomas discusses not only the apparent uranium fundamentals, but his thoughts on what's happening behind the scenes in regards to Kazakh production, the details behind America's push f…

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July was National Ice Cream month! Did you get yours? 19:14

2M ago19:14

19:14

Dairy operators Trends in the herd What are the current conditions they’re facing? July milk production report Shedding any light? Now available for purchase! McKeany-Flavell’s U.S. Corn Wet Milling Industry Study, 2023 Edition What buyers, consumers, and investors need to know Visit us at mckeany-flavell.com to learn more Host: Craig Ruffolo, Vice…

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Gold & Silver are the Only Way to Stop Kleptocracy From Robbing Us Blind: Rafi Farber 44:06

2M ago44:06

44:06

Rafi Farber thinks politics, the economy, markets, and human behavior is getting more and more insane as we hurtle towards a monetary end game where gold and silver will offer the only protection from kleptocratic governments. Rafi details how he sees the dollar dying, why hyperinflation may be the only way out, his outlook on global inflation, and…

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Aug 01 | Commodity Week

2M ago

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Commodity Week による

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Volatility and Trends in US HRC Futures 26:00

2M ago26:00

26:00

Welcome back to "Freight Up," your go-to podcast for insights into the major freight and bulk commodity markets from FIS. I'm your host, Jess. We'll start with our regular guest Ben Klang providing the latest updates on the dry freight markets across all vessel segments. Ben will discuss recent trends, index movements, and key drivers shaping the f…

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Ignore Paper Silver Price and Focus on Bullish Market Reality: David Morgan 50:19

2M ago50:19

50:19

David Morgan reminds silver stackers that the paper price set in the futures market is not reflective of reality in any way and as both industrial and monetary demand pick up, he sees an acceleration of the imbalance between supply and demand coming to light. David discusses the latest data on silver and solar, price manipulation, safe haven demand…

1
Temporary Lull in Uranium Price Will Reverse Back to Over $100: Richard Homsany 30:02

2M ago30:02

30:02

CEO of Toro Energy (ASX: TOE) Richard Homsany has a message for uranium investors who are discouraged by recent price action: patience is key as the fundamentals for uranium and nuclear energy are more bullish than ever. Richard explains why he thinks we're still in the early innings of this bull cycle and he also provides an overview of Toro Energ…

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Let the Commodity Olympic Games begin! 20:58

2M ago20:58

20:58

Kicking off the Olympics today with the McKeany-Flavell Global Commodity Dash! The history of the Olympic rings and the regions that each ring represents: Europe, Asia, Africa, Australia, and America What's topical from a macro and micro commodity perspective for each region? Production, supply, demand, economics, prices, and more Don’t forget to r…

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Jul 25 | Commodity Week

2M ago

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Commodity Week による

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Reaction of Gold to Coming Fed Pivot Will Be Truly Explosive: Brien Lundin 39:30

2M ago39:30

39:30

Brien Lundin believes that we are in a historic moment in the gold market where the rules have completely changed. The Fed hasn't yet started cutting rates, yet gold has reached all-time-highs and he outlines the reasons why he thinks we are in a new era when it comes to precious metals. Brien points out that when the Fed does pivot, the result on …

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Western Suppression of Silver Allowing East to Buy Hand-Over-Fist: Andy Schectman 39:34

2M ago39:34

39:34

Andy Schectman points out that the suppression of silver prices by the Western banking cartel is allowing Eastern buyers to accumulate the metal at a record pace. Andy believes that silver's use in war technology is being massively underestimated and when the market wakes up to how much silver truly is vital, price manipulation will be broken and s…

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Key Market Updates Q2 2024 - 23rd July 2024 17:47

2M ago17:47

17:47

Olivia Agar is joined by Mecardo Analyst Ethan Woolley to discuss the key market insights from the Mecardo Quarterly report. They discuss the stability of cattle prices, optimism for lamb and sheep markets and the challenges from the Northern hemisphere on wool and grain markets.Mecardo による

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Unpacking a real risk management strategy 20:18

2M ago20:18

20:18

Risk and opportunity identification State of the market Potential outside forces Create and execute a plan Measure performance Mark your calendar for our next webinar! Wheat Market Update Wednesday, July 31 Registration opens July 17, watch your email or visit mckeany-flavell.com Host: Michael Caughlan, President & CEO Expert: Shawn Bingham, Direct…

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Massive Gold Revaluation Incoming, 'Sell at Your Own Peril': Andy Schectman 46:06

2M ago46:06

46:06

Andy Schectman sees the massive accumulation of gold by central banks, countries selling treasuries at a breakneck speed, and the growing BRICS agenda to de-dollarize as signs that a massive revaluation to the upside is on the horizon and he warns those looking to take profits that we have a long ways to go. Andy also discusses his thoughts on gold…

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