We Surprise Call 3 Fund Managers....

We Surprise Call 3 Fund Managers....

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The Oil Shock That Wasn't (Rory Johnston)

Oil analyst Rory Johnston joins to unpack a wild three months in the oil market, as an Iran deal is on the cusp of being signed and Brent bounces around. Rory walks through what actually moved the market, why prices underreacted to a major supply shock, and what it all means look ...  Show more

Deficits Drive Bull Markets (Sam Berridge)

Sam Berridge from Perennial is back after a wild first half of 2026. We run through just about every commodity under the sun.Gold's sold off, but the fundamentals haven't changed. What next? We also get into why the structural deficits he chases tend to survive the chaos, as well ...  Show more

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