ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "The Commodity Exchange: "A Turning Point in Commodities?" with Ole Hansen"
Episode Synopsis
In this episode of The Commodity Exchange, Nitesh and Mobeen are joined by Ole Hanse, Head of Commodity Strategy at Saxo Bank.
Together they debate whether we are at a turning point in commodities after central bank hawkishness created headwinds for the asset class this year.
(00:00) Intro
(00:55) Disclaimer
(01:31) Meet Ole
(04:05) What big trends are we currently seeing?
(07:43) Are we reaching peak bearishness?
(11:00) US inflation - Can the Fed afford to take a break?
(14:09) Gold - Where do we see it going for the rest of the year?
(23:14) China
(27:49) What's going on in the world of agricultural commodities?
(31:12) Oil - what could allow it to break out of its current range?
(36:40) Closing discussion
(38:47) Outro and Disclaimer
You can follow our panellists on Twitter at:
Nitesh: https://twitter.com/NiteshShahWT
Mobeen: https://twitter.com/MobeenTahirWT
For EU Investors Only
Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities
Together they debate whether we are at a turning point in commodities after central bank hawkishness created headwinds for the asset class this year.
(00:00) Intro
(00:55) Disclaimer
(01:31) Meet Ole
(04:05) What big trends are we currently seeing?
(07:43) Are we reaching peak bearishness?
(11:00) US inflation - Can the Fed afford to take a break?
(14:09) Gold - Where do we see it going for the rest of the year?
(23:14) China
(27:49) What's going on in the world of agricultural commodities?
(31:12) Oil - what could allow it to break out of its current range?
(36:40) Closing discussion
(38:47) Outro and Disclaimer
You can follow our panellists on Twitter at:
Nitesh: https://twitter.com/NiteshShahWT
Mobeen: https://twitter.com/MobeenTahirWT
For EU Investors Only
Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities
More episodes of the podcast The Commodity Exchange
What if the true driver of global prosperity is buried underground? | The Commodity Exchange
28/11/2025
Commodities in a realigning world: tariffs, tensions, and tailwinds | The Commodity Exchange
19/09/2025
Inside platinum’s rally: supply deficits, tariffs, and Chinese demand | The Commodity Exchange
22/08/2025
Risk on the rise: how conflict, tariffs and deficits are moving commodities | The Commodity Exchange
10/07/2025
In God we trust