The HC Commodities Podcast

Navigating Trump 2.0: Part 1 - Signal vs Noise with Nick Kumleben


Listen Later

The commodities sector faces a new and uncertain world.  In this episode, we look at how to understand and how to navigatethe new Trump administration and its impact on domestic and global markets, particularly around energy and commodities using analogies from history.  What is signal…and what is noise.  Our guest is Nick Kumleben. Nick is the energy and commodities director at Greenmantle, the advisory firm founded by Niall Ferguson, focused on geopolitical and macroeconomics, taking a deep understanding of history, to learn the lessons that can be applied to today's world. They advise funds, traders, and governments.


For more on experts and advisors that can support decision making in energy & commodities visit: www.encoinsights.com

 

 

...more
View all episodesView all episodes
Download on the App Store

The HC Commodities PodcastBy Paul Chapman, HC Group

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

150 ratings


More shows like The HC Commodities Podcast

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,065 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

589 Listeners

Odd Lots by Bloomberg

Odd Lots

1,942 Listeners

Energy Gang by Wood Mackenzie

Energy Gang

1,248 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

947 Listeners

Columbia Energy Exchange by Columbia University

Columbia Energy Exchange

399 Listeners

Redefining Energy by Laurent Segalen and Gerard Reid

Redefining Energy

127 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

361 Listeners

Saxo Market Call by SaxoStrats

Saxo Market Call

126 Listeners

Excess Returns by Excess Returns

Excess Returns

86 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

94 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

455 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

Zero: The Climate Race by Bloomberg

Zero: The Climate Race

229 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

157 Listeners