In this episode, we discuss the outlook for commodities with Nitesh Shah, Head of Macroeconomic Research & Commodities at fund manager WisdomTree.
Commodity markets are heating up it seems and on the podcast we go into detail on some of the big commodity bull markets. On the agri front, we discuss both the cocoa and coffee markets, looking into the key drivers of these commodities. It’s not just about the weather!
Also on the podcast we chat about gold and silver. While gold has been on a decent run recently, silver could prove interesting for investors in the second half. Oil and gas markets have been trading in a range, despite the geopolitical risk and the ongoing fighting in the Middle East. Will this status quo continue?
