Escalating conflicts in the Middle East, coupled with China’s latest round of stimulus, are changing the supply-and-demand dynamics for oil prices. Goldman Sachs Research’s Daan Struyven, co-head of commodities research, explains the implications for oil and gold prices.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 8
The Surprising Implications of an Aging Population
An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, explains why this concern may be overstated. This episode was recorded on May 29, 2 ... Show More
15m 49s
Jul 1
Commodities Outlook: What’s Driving Oil, Gold, and Base Metals
Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
19m 28s
Jun 23
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More
24m 23s
Aug 2023
Le rebond du prix du pétrole est-il un dead cat bounce ? | Fast & Forex | Swissquote
Prix du pétrole, les trois raisons fondamentales du rebond estival
00:00 Le rebond du pétrole peut-il relancer l’inflation ?
07:01 Prix du pétrole, les trois raisons fondamentales du rebond estival
09:23 Conjoncturelle ou structurelle, la nature du rebond de l’or noir se trouve d ... Show More
27m 24s
May 2024
How shale rewrote the global oil order
For decades, countries in the Middle East have dominated the oil market, pumping large quantities of the world’s supply. Along with that has come a pattern: when there’s conflict in the region, oil prices rise. The pattern seems to be breaking though, mainly because of one thing: ... Show More
17m 41s
Oct 2024
Oil swings between China disappointment, Middle East tensions. Copper futures down. | MarketTalk: What’s up today? | Swi
The week started on an ugly note except for those who have a long exposure to energy related assets. The crumbling dovish Federal Reserve (Fed) expectations at the wake of a blowout jobs report from the US, the lack of further stimulus measures from China and the mounting geopoli ... Show More
11m 10s
Apr 4
Hurray Lower Gas Prices. Oh Darn, Lower Gas Prices
Back in the 1970’s there was a very popular graphic of a Lincoln US one cent coin. The original coin on the back has the words engraved “In God we Trust”. The coin had been altered to say, in Oil we trust. At the time, that meme rang true as people were lining up at gas stations ... Show More
5m 5s
Jul 3
PODCAST: Daily Energy Markets - July 3rd
Amid volatile oil prices, energy and commodities experts Choeib Boutamine, Nadia Martin Wiggen, and Ahmed Mehdi unpacked the ripple effects of Trump’s vast budget bill, OPEC+ supply decisions, and global trade negotiations on energy markets. With inventories high in China and US ... Show More
32m 38s
May 6
La chute du prix du baril de pétrole, le vent tourne pour les énergies renouvelables et les difficultés de l'industrie automobile
Tous les jours dans la matinale d’Europe 1, Olivier de Lagarde scrute et analyse la presse du jour. Aujourd’hui, les conséquences de la vertigineuse chute du prix du baril de pétrole, le débat sur la politique énergétique et les difficultés de l'industrie automobile.
Distribué pa ... Show More
7m 43s
Jun 24
Dave Erfle - War Premium Fades What’s Next For Gold, GDX, Silver & Q2 Setups
Dave Erfle, founder and editor of Junior Miner Junky, joins us for a discussion on the precious metals sector amid intense geopolitical volatility and Q2 market positioning. Oil prices spiked and reversed sharply on Middle East tensions, but gold remained impressively resilient n ... Show More
17m 5s
Feb 2025
Why gold could rise even higher
Gold prices have surged over the past year. What’s driving the rally, and where does the metal fit into portfolios now? Lina Thomas, commodities strategist with Goldman Sachs Research, discusses with Mike Washington. Learn more about your ad choices. Visit megaphone.fm/adchoices
9m 10s