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

  • Return of a commodity bull market
  • Increasing real yields vs. gold
  • Green revolution – which commodity will benefit?
  • Increasing demand in Copper
  • Record long exposure in hedge funds – is this where the market tops?
  • Why Roll Yields matter
  • Green transformation and its relationship to correlations in commodities
  • Crude oil – are we nearing a top?
  • Outlook on agriculture, Uranium

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, Wall Street Journal, Financial Times and the Telegraph.

Having worked 18 years in the City of London both on the sellside and for a multi-asset hedge fund, Hansen is experienced in the fields of trading and investment and is a respected strategist.