The Case for Commodities: ‘Super-Backwardatio...

Goldman Sachs President and COO John Waldron says clients have a cautiously optimistic outlook and the surge in M&A is a sign of that confidence. In the Exchanges podcast, he also discusses opportunities in asset and wealth management and how AI can help the firm serve clients be ...  Show more

The bottleneck in the artificial intelligence (AI) buildout is neither capital nor demand, but rather the operational capability to develop land, secure a grid connection, and build the power supply, says Brookfield Asset Management CEO Connor Teskey on Goldman Sachs Exchanges: G ...  Show more

MacroVoices Erik Townsend & Patrick Ceresna welcome back, Carlyle’s Chief Strategy Officer, Jeff Currie. They’ll discuss commodities from precious metals to energy to softs, including cocoa and coffee and why they’ve seen so much vol recently. <a href='https://b ...

In this episode, co-founder Piers Curran provides his latest insight into what's happening in global markets right now. 

From fluctuating expectations on when the US central bank will cut interest rates to why commodities like gold and copper have been soaring o ...

Calling it a “super” cycle might be hyperbole, but signs indicate that the next commodities cycle is upon us. That’s the thinking from Adam Rozencwajg, Co-Founder and Managing Partner of Goehring & Rozencwajg. Adam joins host Ed Coyne to share his analysis of how cycles co ...