MacroVoices #420 Ole Hansen: Green Shoots in The Commodity Markets

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 21 March 2024

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend & Patrick Ceresna welcome back Saxo Bank, Commodities Chief, Ole Hansen. Erik & Ole will discuss which commodities are hot and what’s driving the rally, from softs to AGS to metals to energy. https://bit.ly/43wIZmn ⚫ Follow Ole on X: @Ole_S_Hansen 🔻Download Big Picture Trading Chartbook: 📈📉: https://bit.ly/3vig2Ox ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/46Ul2FD 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/ 🔴 Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 🔴 Check out Nick's YouTube channel: https://www.youtube.com/c/Optionfinity ✅ Join OptionFinity discord: https://discord.gg/Rvnsv6Y 🔴 Subscribe to Nick’s Medium: https://medium.com/@ngalarnyk Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Transcript

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0:00.0	This is macro voices, the free weekly financial podcast targeting professional finance, high net worth individuals, family
0:15.5	offices and other sophisticated investors.
0:19.1	Macro Voices is all about the brightest minds in the world of finance and macroeconomics telling it like it is,
0:25.3	bullish or bearish, no holds barred.
0:28.2	Now here are your hosts, Eric Townsend and Patrick Sorezna.
0:40.0	Macro Voices episode 420 was produced on March 21st, 2024. I'm Eric Townsend.
0:42.0	Saxo Banks Commodities Chief Olah Hanson returns as this week's feature interview guest.
0:47.0	Olah sees green shoots across the commodity sector.
0:50.0	We'll discuss which commodities are hot and which are not and what's driving the
0:54.3	rally from softs to eggs to metals to energy.
0:57.7	I have a special announcement for our Australian listeners this week.
1:02.0	As you already know, nuclear energy is suddenly center stage in
1:05.8	Australian political debate, with the sitting government holding fast to its
1:09.7	anti-nuclear policies, while the opposition party is adopting a pro-nuclear
1:14.0	stance as part of its campaign platform leading up to the 2025 federal elections.
1:18.9	But neither side seems well informed on the latest nuclear technology developments in this debate.
1:25.0	So I've been invited to give a talk on that subject on Wednesday evening, April 10th,
1:30.0	at the Royal Automobile Club of Australia in the Sydney CBD.
1:34.5	The title of my presentation will be Advanced Nuclear Energy.
1:38.3	Secrets the Media and Politicians haven't told you.
1:41.8	Early bird tickets to attend are 40 Australian dollars,
1:44.8	which goes to cover the cost of the room and AV equipment.
	...

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