Podcast Episodes
Back to SearchTechno-Barbarians at the Gate: AI is coming for your operating model with Eren Zekioglu
Episode 294
AI is already changing commodity trading operating models. And unlocking adjacent technologies such as digital assets and DeFI? That itself is chang…
7 months, 3 weeks ago
Food, Fuel & Weaponized: Soybeans with Walter Cronin
Episode 291
Food, fuel, geopolitics, great power competition and trade - Soybeans sit at the heart of it all. What are the big macro trends with the commodity? H…
7 months, 4 weeks ago
Important, Growing in Demand and Hard: Energy with Mike Howard
Episode 290
Today, we discuss the importance of energy, what the growing demand for energy means, and how hard it can be to deliver that energy. To demonstrate t…
8 months ago
The Great Repricing with Jeff Currie
Episode 288
Gold, copper and silver have gone parabolic. The dollar is falling. And yet, hydrocarbons remain at an inflation adjusted all-time lows. Is the world…
8 months, 1 week ago
HC Group's Annual Review is Published (Download links in show notes)
https://interactive.hcgroup.global/annual-review-2025-26/full-view.html
For related content and to find out more about HC Group, a search firm dedica…
8 months, 2 weeks ago
The Geo-Politicization of Natural Gas
Episode 287
What drives global natural gas prices more: power politics or supply and demand? In this episode, we discuss the geo-politicization of natural gas an…
8 months, 2 weeks ago
Competing to Trade with Roland Rechtsteiner
Episode 286
What is the future of commodity trading? Is volatility here to stay and thus the profit pools available continue to grow? What will the market struct…
8 months, 3 weeks ago
The Donroe Doctrine and Commodities (emergency podcast) with Nick Kumleben
Episode 285
Emergency Pod: Nick Kumleben of Greenmantle, the geopolitical risk consultancy headed by Niall Ferguson, joins us to discuss the events in Venezuela,…
8 months, 4 weeks ago
Coffee & Cocoa's Wild Ride with Kona Haque
Episode 284
Today, we are talking coffee, cocoa and sugar. And in the case of coffee and cocoa, the absolute wild ride they had in 2025.Record prices and extreme…
9 months ago
Seizures, Search Warrants, and Sanctions: The blockade of Venezuela’s Dark Fleet Webinar by Deep Blue Intelligence
For a special episode we have the recording of a webinar, David Tannenbaum, the Director of Deep Blue Intelligence, and Carmella O’Hanlon from Blank…
9 months, 2 weeks ago