Best P Global Commodity Insights Podcasts (2025)

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Chatting adaptation finance with HFW (Ep. 224) 39:21

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2h ago39:21

39:21

Adaptation vs mitigation. The conversation continues to permeate global climate goal discussions as the world attempts to reach net zero. But with adaptation becoming more and more preferable, challenges on how to finance this remain. Peter Zaman, Partner at HFW, joins hosts Hill Vaden and Sam Humphreys to discuss where we stand on adaptation finan…

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The Discount Retail Signal: Is the Consumer "Trading Down"? 45:51

17h ago45:51

45:51

Dollar General (DG) shares have surged 14% after beating earnings, and this contrasts with luxury weakness and signals a shift in consumer behavior. Today's Stocks & Topics: Davidson Multi-Cap Equity I (DFMIX), Market Wrap, Medtronic plc (MDT) , “The Discount Retail Signal: Is the Consumer "Trading Down"?”, UFP Industries, Inc. (UFPI), Southern Cop…

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Episode 36: John Feneck Interviews Sidney Resources ($SDRC): Gold, Silver & Rare Earths in Idaho 29:47

4h ago29:47

29:47

Sidney Resources (OTCID: SDRC) is building long-term potential through its growing gold, silver, and rare earth work in Idaho. John Feneck, CEO of Feneck Consulting Group, interviews Sidney Resources CEO Sean-Rae Zalewski and COO Dan Hally about the company’s recent 12,000-acre expansion in Idaho. They discuss the region’s strong gold and silver po…

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The Holiday Debt Trap: BNPL "Phantom Debt" 45:26

2d ago45:26

45:26

Adobe Analytics has reported that "Buy Now, Pay Later" (BNPL) usage hit an all-time high of $10.1 billion in November 2025, and this "phantom debt" doesn't always show up on credit reports immediately. Today's Stocks & Topics: PepsiCo, Inc. (PEP), Market Wrap, “The Holiday Debt Trap: BNPL "Phantom Debt"”, Primoris Services Corporation (PRIM), Firef…

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The New Cash Strategy: How TRSY Helps Investors Navigate Today’s Yield Landscape 9:39

2h ago9:39

9:39

Short term yields have shifted, liquidity matters more than ever, and investors are rethinking how to manage cash efficiently. In this Lead-Lag Deep Dive, Melanie Schaeffer sits down with Aram Babikian to break down the purpose of TRSY, why its structure is different from traditional cash vehicles, and how investors are using it in today’s rate env…

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How weather analytics is powering modern energy trading 27:14

1h ago27:14

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In this episode of Energy Evolution, host Eklavya Gupte explores how energy traders are turning to sophisticated weather analytics for a competitive edge. From weather derivatives to advanced AI-enhanced weather models, these tools are becoming more sophisticated by the day. The discussion features insights from two of Munich Re's weather derivativ…

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US Dollar Volatility: The Choppy Path to Stabilization in 2026 45:57

3d ago45:57

45:57

We will examine the volatile 2026 forecast for the U.S. dollar, which Morgan Stanley predicts will decline to a 2021 low by mid-year before staging a significant rebound. Today's Stocks & Topics: Warner Bros. Discovery, Inc. (WBD), Market Wrap, Defiance AI & Power Infrastructure ETF (AIPO), “US Dollar Volatility: The Choppy Path to Stabilization in…

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Global Food Risk: How Brazil’s New Potash Supply Could Reshape Fertilizer, Commodities, and Agriculture 9:55

1h ago9:55

9:55

In this episode of Lead-Lag Live, I sit down with Matt Simpson, CEO of Brazil Potash (NYSE: GRO), to break down how the Autazes project could transform fertilizer security for Brazil and shift the balance of power in global agriculture. From navigating permits and construction milestones to securing long-term offtake agreements for more than 90 per…

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365 - Walk the walk 6:54

21m ago6:54

6:54

This week’s episode is a bitesize hosted by Andrew. He first brings up the distinct lack of farmer selling. The Christmas Podcast Walk will be on the 16th December at 2pm starting at the Dewing Grain office. Andrew talks about another podcast that he finds interesting. Spot price wheat is currently better value than selling forward into the start o…

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Re-engineering Tokenization Episode 8 | Christopher Jensen, Portfolio Manager & Director of Digital Asset Research, Franklin Templeton 33:44

2h ago33:44

33:44

Re-engineering Tokenization continues this week with Christopher Jensen, Portfolio Manager & Director of Digital Asset Research at Franklin Templeton. SmarterMarkets™ host David Greely sits down with Christopher to discuss his experience tokenizing money market shares with their BENJI token – and the challenges and opportunities that he sees for bo…

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AI's Credit Market Footprint: Financing the Data Center Boom 44:48

6d ago44:48

44:48

We will analyze how the AI arms race is triggering massive Big Tech debt issuance to fund data center construction, and what this "mega-issuance" means for the stability and "spreads" of the investment-grade credit market. Today's Stocks & Topics: Upwork Inc. (UPWK), Market Wrap, Vanguard Total Stock Market Index Fund ETF Shares (VTI), “AI's Credit…

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What the Wealthiest Do Differently—And What They Get Wrong (w/ Nick Maggiulli) | 608 48:51

6d ago48:51

48:51

Today’s guest is Nick Maggiulli. Nick is the COO for Ritholtz Wealth Management. He writes over at Of Dollars at Data and is the author of two books: Just Keep Buying and The Wealth Ladder. In today’s episode, Nick discusses the parallels between financialand medical advice, the differences in asset ownership across wealth levels,and the importance…

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The American Supply Chain Renaissance 45:14

6d ago45:14

45:14

We will be analyzing the fundamental strategic shift from global cost-cutting to domestic resilience... as companies pour investment into onshoring and nearshoring... in order to prioritize speed and proximity in manufacturing. Today's Stocks & Topics: Novo Nordisk A/S (NVO), Market Wrap, Sterling Infrastructure, Inc. (STRL), Safe Haven Investment,…

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Weekly Income ETFs Explained: GraniteShares + Top Creators Break Down the New Income Investing Boom 35:01

6d ago35:01

35:01

In this special Lead-Lag Live webinar sponsored by GraniteShares, Michael Gayed brings together some of the biggest YouTube creators in the income-investing space for a fresh, free-flowing conversation on weekly dividends, options-based income ETFs, yield strategies, and the rise of “living free from your brokerage account.” Featuring leaders from …

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The George Costanza Trade? Options Experts Break Down Smarter Trading Strategies | OptionsAnimal Webinar 2:37

6d ago2:37

2:37

Join Michael Gayed, Melanie Schaffer, and the OptionsANIMAL team for a conversation about options trading, risk management, and the famous “George Costanza Trade.” In this webinar, they chat about: What the “Costanza approach” really means in trading How professional traders manage risk and avoid emotional decisions High-probability setups explaine…

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Uncertainty around WAF government policy and expected refinery maintenance sees European gasoline markets rally 14:58

5d ago14:58

14:58

In the winter months, demand for gasoline in Europe softens, and stocks in the Amsterdam-Rotterdam-Antwerp hub begin to thicken. But recent developments in West African government policy and intermittent maintenance at Nigeria's Dangote refinery have resulted in an unconventionally robust gasoline market, shadowed by an existing tightness in supply…

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Talking cleantech capital with the founders of GreenFront Energy Partners (Ep. 223) 33:31

1d ago33:31

33:31

GreenFront Energy Partners, an investment bank based in Richmond, Va., is on a self-imposed mission to bring together the financial, intellectual, entrepreneurial, and natural resources to meaningfully decarbonize the global economy. The six-year-old firm caters to clients active in the energy-transition and offers services that include M&A advisor…

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Warning Signs: Is the Market P/E Ratio Justified? 45:31

8d ago45:31

45:31

We will debate whether the S&P 500's historically high Shiller P/E (P/E10) ratio is justified by today's economic environment, or if the current market valuation—nearly matching the 2000 peak—signals an unsustainable bubble. Today's Stocks & Topics: Axon Enterprise, Inc. (AXON), Market Wrap, Invesco NASDAQ 100 ETF (QQQM), “Warning Signs: Is the Mar…

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Europe & Japan Are Back: Aram Babikian on HDEF, DBEF & the 2026 International Bull Case 16:03

1d ago16:03

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International markets are leading and according to DWS’s Aram Babikian, we’re still in the early innings. In part 1 of this Lead-Lag Deep Dive Series, Melanie Schaeffer sits down with Aram to explore why Europe and Japan are gaining momentum, what’s structurally different this time, and how two key XTrackers ETFs, HDEF and DBEF, are positioned for …

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Michael Burry’s Warning, AI Math Reality, and the Hollowing Out of “Core” 24:34

1d ago24:34

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In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to break down Michael Burry’s warnings about depreciation manipulation, inflated AI earnings, and the concentration risk dominating today’s market. From the speed of chip innovation to the widening gap between revenue and AI CapEx, Cogswell exp…

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Regime Shift Ahead: Alex Shahidi on Inflation Risk, True Diversification, and Building Resilient Portfolios 21:17

1d ago21:17

21:17

In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Co-Chief Investment Officer at Evoke Advisors, to unpack the structural forces reshaping markets — from persistent inflation to weakening growth, rising deficits, and the return of macro volatility. From the limitations of the traditional 60-40 portfolio to the misunderstood mechanics …

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Greed to Fear: Jay Hatfield on Post-Earnings Volatility, Tech Rotation, and the Case for Income 13:30

1d ago13:30

13:30

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down what Nvidia’s blockbuster quarter means for mega-cap tech, why markets fade after earnings season, and the implications for dividend stocks, preferreds, and small caps as rate expectations shift. From valuation pressure in momentum …

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Navigating Divergent Commodity Markets 46:16

8d ago46:16

46:16

Commodity markets are splitting: Inflationary pressure eases as energy and food prices decline due to better supply, while strategic minerals (like copper, lithium, and rare earths) face sustained volatility and high prices due to supply constraints driven by surging demand from the AI and EV sectors. Today's Stocks & Topics: Tecnoglass Inc. (TGLS)…

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Breaking down the hydrogen hype 34:42

3d ago34:42

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The European hydrogen industry has experienced a turbulent 2025, with project delays and cancellations dominating the headlines. But the data tells a more nuanced story, with large volumes of projects starting construction. In this episode, senior energy transition reporter James Burgess speaks to Christian Stuckmann, Uniper's head of hydrogen busi…

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The "6-Figure HSA" Retirement Strategy 45:40

10d ago45:40

45:40

A growing trend is emerging where a Health Savings Account (HSA) is treated not as spending money, but instead as a "Super IRA" for retirement. Could this be the right call for you? Today's Stocks & Topics: Vertiv Holdings Co (VRT), Marker Wrap, Platinum Group Metals Ltd. (PLG), “The "6-Figure HSA" Retirement Strategy”, Liquidity, Leidos Holdings, …

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Episode 35: Don Durrett & John Feneck Share Market Outlook, Interview Zodiac Gold ($ZAU) 55:28

4d ago55:28

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Recorded: November 24, 2:00 PM PST Investors need to keep their eyes on the horizon as the market trends toward a bearish outlook. Don Durrett, gold and silver mining stock analyst at goldstockdata.com, and John Feneck, CEO of Feneck Consulting Group, share their analysis, highlighting weakening macroeconomic conditions. They also discuss a possibl…

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364 - Face to Face 10:03

8d ago10:03

10:03

This week’s episode is a Bitesize one as Andrew and the team are off to the Winter Bourse. Andrew starts by highlighting the importance of being able to talk to people face to face. Andrew goes through the values for the different crops and talks about the high rate of Malting Barley rejections. He talks about his experience at the County Council T…

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Re-engineering Tokenization Episode 7 | Julian Kwan, CEO, IXS and InvestaX 37:46

6d ago37:46

37:46

This holiday weekend on our Re-engineering Tokenization series, we welcome Julian Kwan, CEO at IXS and InvestaX, into the SmarterMarkets™ studio. David Greely sits down with Julian to discuss his experience in tokenizing real-world assets, finding the business models that work, how the space has evolved, and how after eight years, it's only getting…

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Black Friday - Best of Caller Questions 47:00

13d ago47:00

47:00

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: A-I Stocks, Bond Maturity, Short-Term Rental Market, The VIX, Crypto, Pre-Tax Allocation vs. Roth I-R-A, Poorly Managed Companies, Publicly Traded Sports…

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Episode 34: 2025 Gold & Silver Rundown: Don Durrett & John Feneck Reassess Interviews and Emerging Trends 35:45

7d ago35:45

35:45

Recorded: November 24, 1:15 PM PST We’ve interviewed numerous high-potential companies and their leaders, but where are they headed now? Don Durrett, gold and silver mining stock analyst at goldstockdata.com, and John Feneck, CEO of Feneck Consulting Group, provide an overview of several of these companies. From unique assets to paths toward produc…

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Thanksgiving Day Special - Best of Caller Questions 47:00

14d ago47:00

47:00

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World. Today's Stocks & Topics: I-R-As, 401k Plan, Compound Frequency, Is It Good Time to Buy Stocks, Fidelity 401k Plan, Small Cap Stocks, Fed Rate Cuts, Relative Strength, Young Inves…

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Gassy Globe: The ups and downs of demand (Ep.222) 32:21

8d ago32:21

32:21

After a period of tightening natural gas supply since the Russia-Ukraine conflict, we are entering a time of oversupply, as more LNG hits the market. S&P Global Energy Global Gas expert Laurent Ruseckas, joins Hill Vaden and Sam Humphreys to discuss the interesting dynamic between falling prices and the impact this has, as natural gas is being cons…

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The roadmap for the energy sector as it embraces AI 21:36

9d ago21:36

21:36

The adoption of AI among energy and shipping companies is growing steadily. While it's helping to cut operational costs, boost productivity, and reduce emissions, a shortage of skills, data integration complexity, and trust are posing some challenges. In exploration, AI is helping to analyze complex sub-surface data and improve success rates. In mi…

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Buffett's $382 Billion Cash Pile 45:58

14d ago45:58

45:58

We will talk about Warren Buffett's pile of cash and the concept of "controlled greed" in today's market. Today's Stocks & Topics: Prologis, Inc. (PLD), Market Wrap, Bright Minds Biosciences Inc. (DRUG), “Buffett's $382 Billion Cash Pile”, Heritage Global Inc. (HGBL), Tokio Marine Holdings, Inc. (TKOMY), Markel Group Inc. (MKL), Bristol-Myers Squib…

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From Commodity to Authority: How Professionals Build Trust in the Age of AI | Dennis Meador 35:30

15d ago35:30

35:30

In this episode, Donna Mitchell speaks with Dennis Meador, founder of the Legal Podcast Network and nationally recognized expert in legal marketing. With over 25 years of experience, Dennis helps professionals build authority-driven brands through podcasting— transforming attorneys from commodities in a crowded market into trusted advisors. Dennis …

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The "Dovish" Pivot: December Rate Cut Odds Jump 46:48

16d ago46:48

46:48

Just as markets were looking shaky, NY Fed President John Williams dropped dovish comments that spiked the odds of a December rate cut. Today's Stocks & Topics: Albertsons Companies, Inc. (ACI), Market Wrap, ServiceNow, Inc. (NOW), “The "Dovish" Pivot: December Rate Cut Odds Jump”, Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT), Vanguard FTSE …

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Humanoid Robots Are Coming: Investing in the KOID Opportunity 37:00

11d ago37:00

37:00

In this episode of Lead-Lag Live, Michael Gayed sits down with Cole Wenner from KraneShares to break down the rise of humanoid robots and why the theme is moving from cool demos to real-world deployment. Cole explains embodied intelligence, the labor and aging-population pressures driving demand, and where humanoids are likely to show up first — wa…

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China Q3 Update & the KLIP Covered Call Strategy with Henry Greene From KraneShares 34:30

10d ago34:30

34:30

In this episode of Lead-Lag Live, Michael Gayed talks with Henry Greene from KraneShares about how recent changes in US–China trade incentives are improving the outlook for China’s tech sector and why it matters for investors. They discuss the rise of AI in China — including DeepSeek and Alibaba’s Qwen models — and how letting companies train AI on…

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Gold or Bitcoin? The New Safe-Haven Showdown 45:24

17d ago45:24

45:24

We will examine the case for gold and bitcoin as alternative assets, and look at how each fits (or doesn’t) into a diversified portfolio, and what type of investor each one is really built for. Today's Stocks & Topics: Fidelity MSCI Real Estate Index ETF (FREL), Quanta Services, Inc. (PWR), Market Wrap, “Gold or Bitcoin? The New Safe-Haven Showdown…

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The Clean Power Shift: Steven Rossi on Solis, COR, and Why Worksport Is Building the Future of Portable Energy 17:17

11d ago17:17

17:17

In this episode of Lead-Lag Live, I sit down with Steven Rossi, Founder and CEO of Worksport, to break down the company’s clean-energy transformation — including the long-awaited launch of the COR portable power system and the SOLIS solar tonneau cover. Steven explains how COR’s modular batteries, onboard inverter system, and solar integration are …

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363 - Piss up at a Brewery 23:06

16d ago23:06

23:06

This week’s episode is hosted by Ben & Webby. The first topic of discussion is the rocketing demand for frozen peas in the Webster household. They talk about their predictions for the Christmas period. Ben mentions the YIELD network debate at the Forum in Norwich. To finish the podcast, they reminisce over Carlsberg adverts. Hosted on Acast. See ac…

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Re-engineering Tokenization Episode 6 | Riley Hughes, Co-Founder & CEO, Trinsic 32:28

17d ago32:28

32:28

We continue our Re-engineering Tokenization series this week with Riley Hughes, Co-Founder & CEO at Trinsic. David Greely sits down with Riley to discuss how digital IDs are being used today; the need for a visa-like network for identity in order to move digital IDs more into the mainstream; and the opportunities that a wallet full of digital IDs a…

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Dollar-Cost Averaging vs. Lump Sum: What’s the Smarter Move? 45:37

20d ago45:37

45:37

We tackle the classic investing dilemma of putting your money in slowly versus investing it all at once, and explain when each strategy can make the most sense for real-life investors. Today's Stocks & Topics: Cameco Corporation (CCJ), Market Wrap, Chipotle Mexican Grill, Inc. (CMG), “Dollar-Cost Averaging vs. Lump Sum: What’s the Smarter Move?”, T…

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AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607 1:03:58

20d ago1:03:58

1:03:58

Today’s guest is Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In today’s episode, Antti discusses the complexities of investment returns, the importance of understanding both objective and subjective expectations, and the dangers of relying on past performance as a guide for future investments. We explor…

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High-Yield Savings vs. T-Bills: Where Should Your Cash Live? 45:03

21d ago45:03

45:03

We compare high-yield savings accounts and Treasury bills, breaking down liquidity, safety, and after-tax returns so you can choose the best parking spot for your short-term cash. Today's Stocks & Topics: California Resources Corporation (CRC), DoorDash, Inc. (DASH), Market Wrap, Grupo Cibest S.A. (CIB), “High-Yield Savings vs. T-Bills: Where Shoul…

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Fantasy vs Fundamentals: Emerging Markets, Global Tech, & the Return of EM Leadership 13:18

15d ago13:18

13:18

In this episode of Lead Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the renewed momentum behind emerging markets and the forces driving performance across global tech and e commerce. From valuation gaps and dollar depreciation to sector leadership shifts, Ahern shares how EM growth factors and spe…

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Mission-Driven Digital Transformation: Why Culture Beats Technology | Michael Toguchi, Orchestrate CSO 37:39

21d ago37:39

37:39

In this episode, Donna Mitchell speaks with Michael Toguchi, Chief Strategy Officer at Orchestrate (a division of E Resources), about digital transformation specifically designed for mission-driven organizations. Michael shares how nonprofits, foundations, Catholic charities, and faith-based groups can reduce manual workflows and scale sustainably …

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China’s Turning Point: Brendan Ahern on AI, Cloud Growth, and the Global Rebalance Into KWEB 18:46

15d ago18:46

18:46

n this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the pivotal shift happening inside China’s equity markets. A Trump–Xi truce, policy stabilization, and a surge in cloud and AI revenues are driving fresh optimism into Chinese tech — and Brendan explains why global investors are qu…