Podcast Episodes
Back to SearchA Post Fundamentals world? London Argus Conference Live Event with Saad Rahim, Nick Kumleben, David Fyfe and Kurt Chapman.
Episode 273
The HC Commodities Podcast was invited to host a panel at the excellent Argus Global Markets Conference in London on September 30. We discussed how the commodities world is adapting trading strategi…
Published on 10 hours ago
From Systematic Trading to Structural Edge with Hans Balgobin
Episode 272
What actually is systematic trading and the capabilities behind it? How can it generate returns? How can it inform the broader trading desks and organization's decision making? How is it delivering a…
Published on 1 week ago
Canadian Crude Production & Equities in Changing Times with Randy Ollenberger (Canadian Crude Oil Conference Live Event)
Episode 271
Recorded at the Canadian Crude Oil Conference in the wonderful Lake Louise in Canada on 17th September 2025, Randy Ollenberger of BMO Capital Markets, dives into global oil fundamentals, Canadian cru…
Published on 2 weeks ago
Disputes, Arbitration and Navigating a Fractious Commodities World with Alex de Gramont
Episode 270
In this episode, we tackle disputes, arbitration, and the challenges of navigating a fractious commodities world. Energy and natural resources have always sat at the heart of international transactio…
Published on 3 weeks ago
Planning for the Unplannable with Savvas Manousos
Episode 269
As we enter the planning season, we consider why business planning in the commodity sector is so challenging. And how uncertainty and a more volatile world has made it even more so? What can organiza…
Published on 4 weeks ago
Commodities: A View from Wall St with Shaia Hosseinzadeh
Episode 268
Today, we return to the subject of investing in the global commodities markets. What are the key narratives out there on Main Street, Wall street and K Street and how are they shaping opportunities? …
Published on 1 month ago
The Rivers of Money with Colin Bryce
Episode 267
Colin Bryce joins us to discuss ‘The Rivers of Money: Social and Economic History of Modern Oil Trading’, which he co-authored with Adi Imsirovic. Both authors participated in oil trading during its …
Published on 1 month, 1 week ago
Elements of Influence: Yttrium, Rhenium and Graphite with Ellie Saklatvala
Episode 266
Today, we discuss three critical minerals to illustrate, and challenge or reinforce the common narratives out there, the intractable problems those supply chains face - even with projected soaring fu…
Published on 1 month, 2 weeks ago
Doomberg Unleashed
Episode 265
Today, we're joined by Doomberg, the most popular energy and commodity focused sub-stack. He and his team publish over 90 articles a year on the intersection of global energy and commodity policy, ge…
Published on 1 month, 3 weeks ago
Chip War: How semi-conductors became the new oil with Chris Miller (Summer Repeat)
Episode 264
Chip War: How semiconductors became the new oil with Chris Miller Semi-conductors, microchips, are the new oil - the scarce resource on which the modern world depends. Today, military, economic, and …
Published on 2 months ago