logo
episode-header-image
Sep 2025
20m 35s

From geopolitics to rate cuts: What’s sh...

J.P. Morgan
About this episode
In this episode, Greg Shearer, head of Base and Precious Metals Research, is joined by Natasha Kaneva, head of Global Commodities Research. Together, they dive into the key factors currently shaping commodities markets — from the evolving geopolitical landscape to the interest rate environment. How have recent attacks on Russian energy infrastructure impacte ... Show More
Up next
Jan 13
How events in Venezuela could reshape global commodities
Recent events in Venezuela have so far had limited immediate impact on global commodity markets — but the longer-term implications could be significant, especially if Western investment returns to the country. In this episode, analysts from J.P. Morgan Global Research explore the ... Show More
13m 34s
Jan 9
December Jobs Report: Will the US economy remain in a “low-hire, low-fire” mode?
Non-farm payrolls increased by just 50,000 in December while the unemployment rate dipped to 4.4%, reinforcing the “low-hire, low-fire” theme of the past few months. Does this point to a Fed pause at the January meeting? And how are consumers holding up against this backdrop? Joi ... Show More
10m 27s
Jan 6
2026 Corporate Compass: Market resilience, AI and geopolitics
In this episode of Making Sense, Rama Variankaval, head of Corporate Advisory at J.P. Morgan, is joined by Evan Junek, global head of Corporate Finance Advisory, to discuss the 15th edition of J.P. Morgan’s annual Corporate Compass report. Together, they unpack the key market tre ... Show More
23m 17s
Recommended Episodes
Jun 2025
Go Time for Commodities
<p>Calling it a “super” cycle might be hyperbole, but signs indicate that the next commodities cycle is upon us. That’s the thinking from Adam Rozencwajg, Co-Founder and Managing Partner of Goehring &amp; Rozencwajg. Adam joins host Ed Coyne to share his analysis of how cycles co ... Show More
39m 44s
Oct 2024
Sprott Debates #2 - David Rosenberg & Don Luskin
<p>Will the Fed continue to cut? Is there still a possibility of a recession? What’s the trajectory for gold? To tackle these timely questions David Rosenberg and Don Luskin join Ed Coyne and John Hathaway for round two of our Sprott Debate series.</p><p>This podcast is provided ... Show More
45m 51s
Oct 2024
Power Grab
<p>Host Ed Coyne is joined by data center analyst Alan Howard for a deep dive on how the digital economy and AI are driving demand for new, clean, baseload power.</p><p>This podcast is provided for information purposes only from sources believed to be reliable. However, Sprott do ... Show More
19m 20s
Jul 2024
All of the Above Please
<p>When it comes to the mix of energy options needed to handle rapidly growing global demand, many feel the best option is “all of the above”. Energy &amp; Utilities Analyst for UBS&apos;s Chief Investment Office Jay Dobson joins host Ed Coyne for a top-down look at energy demand ... Show More
24m 52s
Apr 2024
In Situ
<p>To successfully invest in mining companies, you need to <em>get amongst it</em> – something Sprott portfolio manager and economic geologist Justin Tolman has been doing for decades. He joins host Ed Coyne to discuss his travels, and the things he looks for when evaluating mini ... Show More
22m 56s
Jul 2024
In Gold We Trust 2024
<p>Friend of Sprott and gold guru Ronnie Stöferle joins host Ed Coyne to discuss the 2024 In Gold We Trust Report. With his typical blend of deep insights, humor, pragmatism and optimism, Ronnie comprehensively makes the case for gold right now.</p><p>This podcast is provided for ... Show More
29m 24s
Sep 2025
Gold hits all time high, China stock market bullish, Week ahead preview
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delive ... Show More
13 m
Apr 2025
US economy shrinks, Oil price slides, Aussie CPI above forecasts
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delive ... Show More
16m 41s
Feb 2025
Dollar falls on soft consumer confidence, Oil slide continues, Bitcoin down again
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delive ... Show More
15m 40s
Nov 2024
DV238 - Markets volatile after CPI comes out in-line with expectations & Disney and JD.com report before Alibaba tomorrow - November 14th
In today’s episode of The Daily Voice, Sam dives into the market's response to yesterday's US CPI release, which brought broad volatility. He also previews the day's key events, including earnings reports from JD.com and Disney, leading up to a major report from Alibaba tomorrow. ... Show More
5m 9s
Listen to millions of songs and podcasts on Anghami