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Erik Townsend and Patrick Ceresna welcome Ole S Hansen to MacroVoices. Erik and Ole discuss:

  • The state of the commodity sector  

  • Inflation, commodity prices and supply chain issues 

  • Commodity market backwardation  

  • Gold Investments  

  • Gold, interest rates and metal demands  

  • Industrial metals and crude oil trends  

  • Oil production capacity and geopolitical tensions 

  • Oil market analysis and Commitment of Traders report 

  • Market trends and analysis  

Download the podcast transcript: [Click Here]

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Ole Hansen joined Saxo Bank in 2008 and has been Head of Commodity Strategy since 2010. He focuses on delivering strategies and analyses of the global commodity markets defined by fundamentals, market sentiment and technical developments.

Hansen is the author of the Weekly Commodity Update, which sets out the moves in commodities, and also provides clients with commodity-related trade views under the #SaxoStrats brand. He is a regular contributor to both broadcast and print media including CNBC, Bloomberg, Reuters, the Wall Street Journal, the Financial Times and the Telegraph.