David Osman of the IRF is joined by Jeffrey Christian, the Founder and Managing Partner of CPM Group.

Jeffrey has been a prominent analyst and advisor on the commodities markets since the 1970s with work spanning precious metals, energy markets, base metals, the agricultural markets and economic analysis.

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In this podcast Jeffrey provides a wide-ranging rundown on the outlook for commodities in 2023. He assesses the relative prospects for the prices of gold and silver, as well as the differing outlook for the prices of platinum and palladium.

In the energy sector, Jeff focuses on the various factors influencing the prices of crude oil and natural gas. He then assesses the demand and supply factors that will impact on the prices of various base metals, including aluminium, copper, lead and nickel. In the agricultural markets, Jeff sets out his views on the prospects for the prices of several soft commodities, including corn, soybean, wheat, beef, pork and coffee. In addition, Jeff discusses the flow of funds into the commodities sector and explains why he expects global asset allocators to invest a higher proportion of their funds in commodities in the years ahead.

Founded in 1986, CPM Group is an independent commodities research, consulting, asset management and investment banking firm that provides comprehensive research, analysis and advisory services.