The Commodity Exchange
Episodes
Oil, geopolitics, and the next commodity supercycle | The Commodity Exchange
31 Mar 2026
Contributed by Lukas
In this episode of The Commodity Exchange, Nitesh Shah is joined by Josef Schachter of the Schachter Energy Report to unpack the recent volatility in ...
Strategic or tactical? The structural case for commodities | The Commodity Exchange
02 Mar 2026
Contributed by Lukas
In this episode of The Commodity Exchange, Nitesh Shah is joined by Tobias Lazar to explore the strategic role of commodities. They discuss diversific...
When safe havens test conviction: gold rising, silver swinging | The Commodity Exchange
09 Feb 2026
Contributed by Lukas
Gold is climbing steadily. Silver is spiking and sliding. In this episode of The Commodity Exchange, host Nitesh Shah speaks with Philip Newman, Manag...
What if the true driver of global prosperity is buried underground? | The Commodity Exchange
28 Nov 2025
Contributed by Lukas
We often credit innovation, finance or technology for powering the modern world. But what if the real story starts deeper underground? In this episode...
Gold’s hot. Silver’s rallying. What next for precious metals? | The Commodity Exchange
17 Oct 2025
Contributed by Lukas
Gold is above $4,000. Silver is up over 75% year-to-date. Even platinum and palladium are surging. In this episode of The Commodity Exchange, hosts Mo...
Commodities in a realigning world: tariffs, tensions, and tailwinds | The Commodity Exchange
19 Sep 2025
Contributed by Lukas
Commodities are no longer a sideshow—they’re the story. In this episode of The Commodity Exchange, hosts Mobeen Tahir and Nitesh Shah discuss Wisd...
Inside platinum’s rally: supply deficits, tariffs, and Chinese demand | The Commodity Exchange
22 Aug 2025
Contributed by Lukas
Platinum has been one of the strongest-performing precious metals of 2025, with prices rising nearly 50% year-to-date. But what’s driving the rally?...
Risk on the rise: how conflict, tariffs and deficits are moving commodities | The Commodity Exchange
10 Jul 2025
Contributed by Lukas
From Middle East tensions to the looming return of trade wars, commodities are once again in the spotlight. In this episode of The Commodity Exchange,...
Precious metals in 2025: gold steady, silver lags, platinum breaks out | The Commodity Exchange
11 Jun 2025
Contributed by Lukas
Precious metals are taking centre stage in 2025—but not all are moving in sync. In this episode of The Commodity Exchange, hosts Mobeen Tahir and Ni...
Gold’s surge, silver’s potential, and copper’s comeback | The Commodity Exchange
19 May 2025
Contributed by Lukas
Gold has broken records and it may not be done yet. In this episode of The Commodity Exchange, hosts Mobeen Tahir and Nitesh Shah unpack what’s driv...
More than metals: Mining’s new role in community impact | The Commodity Exchange
30 Apr 2025
Contributed by Lukas
Mining is no longer just about extraction—it’s about creating lasting value for local communities. In this episode of The Commodity Exchange, host...
Powering the future: why rising electricity demand could drive a new commodities boom | The Commodity Exchange
21 Mar 2025
Contributed by Lukas
As data centers, electrification, and AI drive electricity demand to new highs, what does this mean for commodities? In this episode of The Commodity ...
Biting back: The commodities set to thrive in the Year of the Snake | The Commodity Exchange
06 Mar 2025
Contributed by Lukas
Commodity markets are facing headwinds from rising bond yields, a strong dollar, trade wars, and China’s economic slowdown—but not all assets will...
Gold at all-time highs: what’s driving the surge? | The Commodity Exchange
21 Feb 2025
Contributed by Lukas
Gold has reached record highs in 2025, but what’s fuelling the rally? In this episode of The Commodity Exchange, host Nitesh Shah speaks with James ...
From fire to foresight: Energy market predictions for the Year of the Snake | The Commodity Exchange
31 Jan 2025
Contributed by Lukas
In this episode of The Commodity Exchange, Nitesh hosts Aldo Spanjer, Senior Commodity Strategist at BNP Paribas, to explore the intricate dynamics of...
Platinum: Supply, demand, and market dynamics | The Commodity Exchange
10 Dec 2024
Contributed by Lukas
In this episode of The Commodity Exchange, Nitesh and Mobeen discuss the current state and future outlook of platinum with Edward Sterck from the Worl...
President Trump's victory and its ripple effects on commodities | The Commodity Exchange
19 Nov 2024
Contributed by Lukas
In this episode of The Commodity Exchange, Nitesh and Mobeen are joined by Judith Henke, Editor, Investment and Markets team, Handelsblatt. Together t...
Commodity outlook: Navigating the precious metals surge | The Commodity Exchange
15 Oct 2024
Contributed by Lukas
In this episode of The Commodity Exchange, join Nitesh and Mobeen as they delve into the latest trends and insights in the commodity markets. In this ...
The complex path to clean energy with Gerard Reid from Alexa Capital
12 Sep 2024
Contributed by Lukas
Gerard Reid, co-founder and partner at Alexa Capital, discusses the energy transition and its investment opportunities. He highlights the importance o...
The Commodity Exchange: The material limits of our energy future
24 Jul 2024
Contributed by Lukas
Is the energy transition sustainable? On this episode of The Commodity Exchange, Nitesh and Mobeen are joined by Marcel Gauch from EMPA as he delves i...
The Commodity Exchange: Golden sentiments - Navigating the shifting currents of oil and commodity markets
28 Jun 2024
Contributed by Lukas
Join Nitesh and Mobeen as they explore the impact of investor sentiment on commodities with special guest Warren Pies, founder of 3Fourteen Research. ...
The Commodity Exchange: The everything rally begins
30 May 2024
Contributed by Lukas
Commodities have been experiencing a rally across all sectors, driven by positive action and big picture forces. In this episode of The Commodity Exch...
The Commodity Exchange: Geopolitics, market trends and platinum perspectives
25 Apr 2024
Contributed by Lukas
In this episode of The Commodity Exchange, Nitesh and Mobeen are joined by Edward Sterck, Director of Research, World Platinum Investment Council. Tog...
The Commodity Exchange: The macro backdrop for commodities
26 Mar 2024
Contributed by Lukas
In the first half of this Episode of The Commodity Exchange, Nitesh and Mobeen are joined by Nick Stadmiller, head of product at Medley Advisors. Toge...
The Commodity Exchange: Exploring the Energy Transition with Steven Knell and Aneeka Gupta
27 Feb 2024
Contributed by Lukas
In this episode of The Commodity Exchange, Nitesh is joined by Steven Knell, Head of Power and Renewables, Wood Mackenzie and Aneeka Gupta, Director, ...
The Commodity Exchange: Will gold move to new highs this year?
30 Jan 2024
Contributed by Lukas
In this episode of the Commodity Exchange podcast, Nitesh Shah interviews Philip Newman, Managing Director and Founder at Metals Focus, about the fact...
The Commodity Exchange: Outlook for 2024
29 Nov 2023
Contributed by Lukas
In this episode of The Commodity Exchange, Nitesh and Mobeen get together to discuss the outlook for 2024 after an eventful 2023 for commodity markets...
The Commodity Exchange: Metals - Recent Challenges and Potential Investment Opportunities
13 Nov 2023
Contributed by Lukas
In this episode of The Commodity Exchange, Nitesh and Mobeen are joined by Max Layton, Global Head of Commodities Strategy at Citi. Together they disc...
The Commodity Exchange: "Are we in a late economic cycle?" with Warren Pies
29 Sep 2023
Contributed by Lukas
In this episode, Nitesh is joined by Warren Pies, Co-Founder & Strategist, 3Fourteen Research. Together they discuss what a late economic cycle en...
The Commodity Exchange: Agricultural Commodities with Aneeka Gupta
29 Aug 2023
Contributed by Lukas
In this episode of The Commodity Exchange, Mobeen is joined by Aneeka Gupta, Director, Macroeconomic Research, WisdomTree. Together they discuss how t...
The Commodity Exchange: "A Turning Point in Commodities?" with Ole Hansen
01 Aug 2023
Contributed by Lukas
In this episode of The Commodity Exchange, Nitesh and Mobeen are joined by Ole Hanse, Head of Commodity Strategy at Saxo Bank. Together they debate wh...
The Commodity Exchange: Energy and Industrial Metals
04 Jul 2023
Contributed by Lukas
This week, Nitesh and Mobeen are joined by Francisco Blanch, Managing Director, Head of Global Economics and Derivatives research at Bank of America S...
The Commodity Exchange: Discussing Gold and Precious Metals with James Steel
09 Jun 2023
Contributed by Lukas
This week, Nitesh is joined by James Steel, Chief Precious Metals Analyst at HSBC. Together they discuss all things gold and precious metals. (00:00)...
The Commodity Exchange: Investing in Gold
10 May 2023
Contributed by Lukas
People have been investing in gold for thousands of years. Other asset classes have emerged, ownership structures have evolved, but the notion of hold...
The Next Big Thing: A Megatrends Podcast
18 Apr 2023
Contributed by Lukas
WisdomTree have launched another podcast series, The Next Big Thing. Megatrends are changing our world. We’ve seen the internet and smartphones tra...
The Commodity Exchange: Cyclical Pressures vs Structural Strengths
11 Apr 2023
Contributed by Lukas
Welcome to the first episode of our new podcast The Commodity Exchange, a podcast for those looking to make sense of the landscape, and understand the...
Introducing The Commodity Exchange
01 Apr 2023
Contributed by Lukas
Commodities can be impacted by a whole host of factors, from geopolitical risk to climate change. For those looking to make sense of the landscape, an...