Best P Global Commodity Insights Podcasts (2025)

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The Fed is Cook-ed, Long Live the Fed 56:09

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4h ago56:09

56:09

Rich McDonald, Chris Fellingham and Mark "Spice" Holden debate whether Jackson Hole’s dovish vibes can offset Trump’s Fed takeover plans. Spoiler alert: they disagree. A lot. This week’s drama includes French governments falling faster than their bond prices, Nvidia disappointing despite making buckets of cash, and our first portfolio shake-up as t…

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Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595 1:05:58

18m ago1:05:58

1:05:58

Subscribe to YouTube Today’s guest is Bob Elliott, CEO and CIO of Unlimited, which uses machine learning to create low-cost index replications of 2&20 style alternative investments. Prior to founding Unlimited, Bob served on the Investment Committee at Bridgewater Associates and led Ray Dalio’s investment research team for nearly a decade. In today…

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Change Makers: Nick Terrell, Carbon Catalyst Executive Director (Ep. 209) 29:06

3h ago29:06

29:06

Carbon Catalyst is a UK-based carbon capture & storage project developer focused on a portfolio of carbon transport and storage projects within the North Sea. Nick Terrell, executive director of operations at Carbon Catalyst, joins Hill Vaden and Sam Humphreys to discuss how the pure-play carbon transport and storage company is working with partner…

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APPEC to look at Asia's changing energy narrative amid tariffs and transition 25:25

1d ago25:25

25:25

APPEC to look at Asia's changing energy narrative amid tariffs and transition Navigating trade, technology and transition—that's the theme of this year's Asia Pacific Petroleum Conference, or APPEC 2025, by S&P Global Commodity Insights. It is scheduled to take place during September 8-11 in Singapore, where CEOs, government officials and market ex…

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Episode 15: Don Durrett and John Feneck Talk Market Macro Trends, Interview Silver47 Exploration ($AGA) 40:33

18h ago40:33

40:33

Recorded: August 21, 1:15 PM PST How is the market shaping up for fall? Don Durrett, gold and silver mining stock analyst at goldstockdata.com, and John Feneck, CEO of Feneck Consulting Group, discuss macro trends and what investors can expect for gold and silver prices in the months ahead. With silver emerging as a standout investment opportunity,…

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Talking offshore wind: Communication in a polarized world 41:15

2d ago41:15

41:15

Seen by hundreds of thousands, Swedish utility Vattenfall’s expletive-laden campaign with Hollywood icon Samuel L Jackson asks the question: Offshore wind farms, yes or no? On this week’s episode of Energy Evolution, Vattenfall’s head of brand Monica Holmvik Persdotter explains the process behind the campaign and how the utility thinks about public…

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Episode 14: Don Durrett and John Feneck Interview PTX Metals ($PTX | $PANXF), Discuss Metals' Momentum 47:17

3d ago47:17

47:17

Recorded: August 21, 2:00 PM PST Backed by large-scale projects in northern Ontario and a rising market for resource stocks, PTX Metals (TSXV: PTX | OTCQB: PANXF | Frankfurt: 9PX) offers a compelling entry point for investors. Don Durrett, gold and silver mining stock analyst at goldstockdata.com, and John Feneck, CEO of Feneck Consulting Group, in…

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Powell Gets His Mind Right - The Peter Schiff Show Ep 1038 1:01:51

3d ago1:01:51

1:01:51

Jerome Powell’s Jackson Hole speech marks a major pivot at the Federal Reserve. Peter Schiff explains how political pressure from the Trump administration has forced Powell’s hand, why stagflation is now undeniable, and what this means for gold, the dollar, and the future of the U.S. economy. This episode is sponsored by NetSuite. Download the free…

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350 - Imports & Inflation 12:34

3d ago12:34

12:34

In this week’s Bitesize episode Andrew gets excited for upcoming 7th birthday of the Dewing Grain Podcast. He starts by going over the current local crop values. Andrew moves on to talk about food price inflation in the UK. Then he talks about the AHDB and some recent data they have released. Hosted on Acast. See acast.com/privacy for more informat…

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S&P 500: Are stocks in a Bubble or Rational Exuberance? 48:25

6d ago48:25

48:25

Welcome to Episode 7 of The Art of Investing – This week, Rich McDonald, Chris Fellingham, and Mark Holden dive into the strength of U.S. equities and ask the big question: can the S&P 500 keep climbing, or is a correction on the horizon? With U.S. indices testing record levels, shifting rate expectations, and mixed signals in global markets, the t…

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The Parallels of Past and Present in Finance - Mark Higgins | #594 59:07

7d ago59:07

59:07

Today’s guest is Mark J. Higgins, a Senior VP for IFA Institutional, where he focuses on providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future, which is one of my favorite books on financial history. In today’s episode, Mark explores the parallels betw…

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Trump Administration Planning to Hijack the Fed - The Peter Schiff Show Ep 1037 1:04:00

8d ago1:04:00

1:04:00

Peter Schiff is joined by James Hickman, a.k.a. Simon Black of Sovereign Man, to discuss the U.S. debt crisis, the Federal Reserve’s future, and why America may be headed toward a sovereign debt and dollar collapse. This episode is sponsored by NetSuite. Download the free “CFO’s Guide to AI and Machine Learning” at https://netsuite.com/gold In this…

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Change Makers: Nathan Ough, VoltaGrid CEO (Ep. 208) 28:10

7d ago28:10

28:10

Houston-based VoltaGrid is a portable energy infrastructure company that has deployed more than 1,500 MW of distributed natural gas generation capacity since its founding in 2021. Nathan Ough, VoltaGrid CEO, joins Hill Vaden and Sam Humphreys, to discuss how the fast-growing company has expanded beyond its initial focus on powering electric frac fl…

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Drones hammer Russian, Ukrainian energy infrastructure amid push for peace deal 23:42

7d ago23:42

23:42

The world's attention has turned the US in recent days after back-to-back peace summits separately involving Russia's and Ukraine's presidents. But in the absence of a ceasefire deal, drone attacks have taken on a new intensity, continuing to claim civilian lives and knocking out critical infrastructure. In the past week alone, Russia has sustained…

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Episode 13: Don Durrett and John Feneck Analyze Gold & Silver Stocks, Interview West Coast Silver ($WCE) 51:34

8d ago51:34

51:34

Recorded: August 13, 3:15 PM PST With gold and silver prices facing recent dips, Don Durrett, gold and silver mining stock analyst at goldstockdata.com, and John Feneck, CEO of Feneck Consulting Group, share insights into standout gold and silver miners and what investors can expect given the market’s current trajectory. Joining the discussion is C…

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Shifting gears: Will states take the wheel on US electric vehicle policy? 26:42

9d ago26:42

26:42

In the US, the Trump administration's rollback of federal incentives supporting electric vehicle adoption will put states back in the driver's seat on encouraging the transition to electric vehicles. With states varying wildly in their interest and support in electric vehicles and charging infrastructure, what will happen to the deployment of lower…

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Episode 14: The Electric Bill of Intelligence: Energy and AI 17:52

10d ago17:52

17:52

Artificial intelligence may feel invisible — but its power bill is very real. In this episode of Circus and Circuit: Unraveling Global Trade, host Kate Foronda explores how AI’s explosive growth is putting pressure on the world’s power grids, energy markets, and environmental ambitions. From data center alley in Virginia to solar cities in Saudi Ar…

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Surprise PPI Surge Dashes September Rate Cut Hopes - Ep 1036 1:04:23

10d ago1:04:23

1:04:23

Peter Schiff examines the surprising PPI surge, critiques economic data, and addresses the implications for inflation and the Fed's policies. This episode is sponsored by NetSuite. This episode is sponsored by NetSuite. Download the free “CFO’s Guide to AI and Machine Learning” at https://netsuite.com/gold In this episode of The Peter Schiff Show, …

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349 - Harvest Holidays 15:52

10d ago15:52

15:52

In this week’s Bitesize episode Andrew is joined by Webby to talk about the end of Harvest 2025! They start by talking about the varying yields they have heard from farmers across the country. They talk about how there is enough stock to keep maltsters happy for now, but there could be a shortage of low nitrogen Barley later in the season. Andrew m…

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Episode 12: Don Durrett & John Feneck Discuss Market Trends & Theories, Interview Paramount Gold ($PZG) 49:25

13d ago49:25

49:25

Recorded August 13, 1:15 PM PST The clock is ticking in the stock market, but are investors ready for what’s ahead? Don Durrett, a gold and silver mining stock analyst at goldstockdata.com, and John Feneck, CEO of Feneck Consulting Group, share insights on key macrotrends and the economic theories now coming to life in the stock market. Pivoting to…

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FTSE All Time Highs: Is the UK Stock Market about to Boom? 35:35

13d ago35:35

35:35

Welcome to Episode 6 of The Art of Investing – our deep dive into the UK market. Rich MacDonald, Chris Fellingham, and Mark Holden explore why the FTSE 100 has underperformed for years, the key factors driving its performance, and whether the tide might finally be turning. With 12 new all-time highs this year, could a catalyst spark a comeback? We …

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A Golden Moment for Asset Allocation? | Mike Philbrick | #593 55:41

13d ago55:41

55:41

Today’s returning guest is Mike Philbrick, CEO of ReSolve Asset Management and Founding Member of the Return Stacked Team. In today’s episode, Mike discusses the evolving role of gold and Bitcoin in investment portfolios given the current economic landscape. He explores the historical performance of gold, its risk premium, and how it can help negat…

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Change Makers: Kent Williamson, author American Heat Engine (Ep. 207) 23:58

14d ago23:58

23:58

American Heat Engine invites readers to “buckle up and … take a road trip” as it embarks on a history of how hydrocarbon development and use has shaped the United States. Kent Williamson, author of American Heat Engine: Hydrocarbons and the Power of the United States, joins Hill Vaden and Sam Humphreys to discuss his motivation for writing the new …

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What’s in store for US diesel and jet? 22:45

14d ago22:45

22:45

US diesel prices have rallied this summer as strong export demand has helped to tighten inventories, while jet fuel prices have remained stable. With diesel stocks remaining tight, export demand, refinery maintenance and hurricane season present upside risks to prices. In contrast, jet fuel is well supplied, keeping a lid on prices. The outlook for…

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Episode 11: Don Durrett and John Feneck Interview Triumph Gold ($TIG | $TIGCF), Analyze Market Trends 1:07:32

15d ago1:07:32

1:07:32

Triumph Gold Corp. (TSXV: TIG | OTCMKTS: TIGCF | Frankfurt: 8N61) is emerging as a key player in securing critical mineral supply in North America with its US and Canadian assets. In this interview, Don Durrett, a gold and silver mining stock analyst at goldstockdata.com, and John Feneck, CEO of Feneck Consulting Group, speak with John Anderson, Ch…

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One Big Beautiful Bill: Another ride on the solar coaster? 19:56

17d ago19:56

19:56

In this episode, Commodity Insights analysts Tiffany Wang and Cinthya Pena explain the implications of the One Big Beautiful Bill Act for US renewables supply chains and project development. The OBBBA was a sweeping budget reconciliation bill which US President Donald Trump signed on July 4. Cuts to the tax credit regime introduced in the Inflation…

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How Trump Is Accelerating America’s Economic Decline - Ep 1035 1:07:01

17d ago1:07:01

1:07:01

Peter Schiff examines gold market dynamics, critiques Trump's economic policies, and discusses investment strategies amidst rising market trends. This episode is sponsored by HIMs. Start your free online visit today at https://hims.com/gold In this episode of The Peter Schiff Show, host Peter Schiff dives deeply into the current dynamics of the gol…

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Episode 10: John Feneck and Don Durrett on What’s Next in the Market, Interview West Point Gold ($WPG | $WPGCF) 49:54

17d ago49:54

49:54

Recorded: August 5, 1:15 PM PST Are we overdue for a recession? John Feneck, CEO of Feneck Consulting Group, and Don Durrett, a gold and silver mining stock analyst at goldstockdata.com, discuss the effects of Trump's tax bill on the markets, how miners are reacting to the economy, and what investors need to keep an eye on if they’re looking to buy…

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Episode 9: Don Durrett & John Feneck Discuss Copper, Interview with Kodiak Copper ($KDK | $KDKCF) 41:44

17d ago41:44

41:44

Recorded: August 6, 1:15 PM PST Gold, silver and copper miners are positioning for potential upside as key factors align for a possible bull market. John Feneck, CEO of Feneck Consulting Group, and Don Durrett, a gold and silver mining stock analyst at goldstockdata.com, review gold, silver and copper trends and companies and explain why they antic…

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Episode 8: John Feneck and Don Durrett on Today’s Market Trends, Interview Scottie Resources ($SCOT | $SCTSF) 57:48

17d ago57:48

57:48

Recorded: August 4, 1:15 PM PST As the economy slows and Trump’s tariffs persist, the market is bound to absorb some of the impact. John Feneck, CEO of Feneck Consulting Group, and Don Durrett, a gold and silver mining stock analyst at goldstockdata.com, connect the dots in today’s market trends, starting with the current bullish sentiment in the b…

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348 - Harvest So Far 11:10

19d ago11:10

11:10

In this week’s Bitesize episode, Andrew sums up how this year’s harvest has gone so far. Andrew mentions how there is not an abundance of low nitrogen Malting Barley this year. He also talks about how there is an issue with the appearance of the grains this year. Wheat quality, much like the Malting Barley, has been dependent on soil types but some…

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The Bull, The Bear, and The Chairman: Portfolio Launch Day 41:58

21d ago41:58

41:58

Welcome to episode 5 of The Art of Investing, entitled "Live Portfolio Launch" - the moment when real-life investment decisions meet real-life consequences. Join Rich McDonald, Chris Fellingham, and Mark Holden as they launch their live model portfolio, unveiling the asset allocation for a targeted 10% annual return. This episode kicks off with a m…

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Tainted crude: Europe responds to Azeri Light contamination 20:39

21d ago20:39

20:39

An outbreak of crude contamination impacting Azerbaijan’s Azeri Light supply has set Europe’s refiners on edge. As buyers seek to avoid being hit with corrosive organic chlorides, prices for the premium crude grade have tumbled, and some refiners have been forced to draw on emergency oil reserves. Kelly Norways, a downstream oil news reporter, is j…

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Change Makers: John Plack, Ameresco SVP (Ep. 206) 29:35

21d ago29:35

29:35

Ameresco designs, builds, owns, operates and maintains energy infrastructure with the stated goal of helping its customers reduce costs, enhance resilience and decarbonize operations. John Plack, Ameresco Senior Vice President of Engineering, joins Hill Vaden and Sam Humphreys to discuss why the cleantech integrator is turning its attention to geot…

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Break up or not? Europe's zonal pricing conundrum 13:54

24d ago13:54

13:54

In this week’s episode, energy reporters Camilla Naschert and Alex Blackburne explain the ongoing debate around the way in which price zones are divided in Europe’s power markets. In markets with only one price zone, such as Germany and Britain, widening geographic distances between demand centers and new renewables development are starting to rais…

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KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592 58:38

26d ago58:38

58:38

Today’s guest is Henry McVey, Head of Global Macro & Asset Allocation and Firmwide Market Risk and CIO of the KKR Balance Sheet. In today’s episode, Henry discusses the current macroeconomic landscape, emphasizing the regime change underway. He touches on the implications of a decline in the US dollar, where he sees opportunities in global markets,…

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Trump Fires BLS Commissioner, Agitates for Fed Mutiny - Ep 1034 1:00:05

26d ago1:00:05

1:00:05

Peter Schiff critiques the latest jobs report, dissects the implications of Trump's tariffs, and explores the weak labor market and economic realities. In this episode of The Peter Schiff Show, Peter Schiff delves into the deceptive nature of recent job reports, highlighting how misleading statistics mask a weak labor market. He critiques the gover…

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347 - Dirt Is the Most Beautiful Thing 38:57

26d ago38:57

38:57

In this week’s episode Andrew is joined by Ben and Webby. They start by going back to the old tradition of cracking open a beer, generously provided by John Barrett and AF. The first topic is Winter Barley. The boys go over how it went and how it compares to the spring barley harvest. They move on to talk about the not so promising subject of Sprin…

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Episode 7: John Feneck & Don Durrett on Metal Stocks, Interview Stillwater Critical Minerals ($PGE | $PGEZF) 37:50

29d ago37:50

37:50

Recorded: July 29, 1:15 PM PST What should investors consider before diving into metal stocks? John Feneck, CEO of Feneck Consulting Group, and Don Durrett, a gold and silver mining stock analyst at goldstockdata.com, highlight up-and-coming metal stocks currently gaining traction in the market. They are also joined by Stillwater Critical Minerals …

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Episode 6: John Feneck & Don Durrett - XTRA-GOLD RESOURCES ($XTG | $XTGRF) on Unlocking the Kibi Gold Project 51:34

29d ago51:34

51:34

Recorded: July 29, 2:00 PM PST Xtra-Gold Resources Corp. (TSX: XTG | OTCQB: XTGRF) is poised to deliver long-term value for shareholders. John Feneck, CEO of Feneck Consulting Group, and Don Durrett, a gold and silver mining stock analyst at goldstockdata.com, interview Co-Founder & CEO James Longshore, who outlines the company’s plan to maximize t…

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All That Glitters – Commodities, gold & Bitcoin 46:06

28d ago46:06

46:06

Welcome to episode 4 of The Art of Investing, entitled "All That Glitters" - our commodity special exploring various forms of gold, from black gold (oil) and green gold (copper) to traditional gold and digital gold (Bitcoin). Join Rich McDonald, Chris Fellingham and Mark Holden as they complete their deep dive into asset classes ahead of next week'…

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Circular Materials Economy: From Trillion-Dollar Waste to Business Value - 10 Big Ideas to Transform Supply Chains for a Regenerative Future 32:22

27d ago32:22

32:22

Join the Supply Chain Queen and Dr. Garry Cooper, neuroscientist-turned-circular economy pioneer, for an eye-opening discussion about transforming the trillion-dollar waste economy into business value through circular materials practices. In this episode of the Supply Chain Revolution's "10 Big Ideas to Transform Supply Chains for a Regenerative Fu…

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Tightness in USGC heavy crude puts spotlight on Canadian access 25:35

28d ago25:35

25:35

Heavy crude supplies to the US Gulf Coast have tightened. Waterborne imports have dropped sharply, driven largely by declines from Mexico and Venezuela. Canadian wildfires have further limited access to heavy barrels, and refiners like Valero are starting to feel the squeeze. Why are Mexican and Venezuelan crude imports collapsing, and can they rec…

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Change Makers: Alfred Johnson, Crux CEO (Ep. 205) 31:14

29d ago31:14

31:14

Crux is a Capital Markets platform, designed to streamline and modernize commercial workflows in the energy sector. Alfred Johnson, Crux’s co-founder and CEO, joins Hill Vaden and Sam Humphreys to discuss the company's journey and the market intelligence offering customers can benefit from, so they not only facilitate transactions, but also offer i…

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Episode 13: 12 Trade Lessons in 12 Episodes | Mid-Year Recap 16:41

1M ago16:41

16:41

In this mid-year special Episode 13 of Circus and Circuit: Unraveling Global Trade, host Kate Foronda recaps the first 12 episodes of the podcast, exploring the key lessons learned across commodities, sanctions, shipping, social commerce, AI, and more. Whether you’ve been with her from Episode 1 or you’re just tuning in, this is your all-in-one loo…

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Carbon registries key to unlocking Article 6 climate finance 23:51

1M ago23:51

23:51

In this episode of Energy Evolution, we delve into the latest developments around Article 6 of the Paris Agreement and explore how various governments and companies are building critical infrastructure for carbon trading and global climate cooperation. Host Eklavya Gupte speaks with Gurvinder Bains, Director of Business Development of Environmental…