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Trading the Super-Cycle (Special 50th episode)

Trading the Super-Cycle (Special 50th episode)

FromThe HC Commodities Podcast


Trading the Super-Cycle (Special 50th episode)

FromThe HC Commodities Podcast

ratings:
Length:
38 minutes
Released:
May 19, 2021
Format:
Podcast episode

Description

We are in the foothills of a commodity super-cycle. Interest and investment is returning to the sector as the narrative of energy transition, inflation driven by policy, and scarcity in the wake of Covid-19, takes hold.  What does this mean for traders over the next year and beyond? What are the trades? In honor of our 50th episode, we are delighted to welcome back our first ever guest John Massey, Head of the Houston Office for commodity trader ECTP. A year ago, John joined us to discuss the impact of Covid-19 on the commodity markets. He made some prescient calls including that Covid-19 would accelerate a re-balancing of the sector and lead to rising prices, rising opportunity, and rising interest. A year later, John discusses the super-cycle he foresaw and gives us his insight on the market opportunity and some predictions.To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcinsider.global To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/
Released:
May 19, 2021
Format:
Podcast episode

Titles in the series (100)

For related content and to find out more about HC and our talent advisory services to the energy & commodities sector, visit https://www.hcgroup.global/hc-insider Each day, around the world, we have fascinating one-on-one conversations with our connections in the commodities sector. Our collaborators are uniquely informed, creative and inspirational in their fields. We want to provide our community a seat alongside us, listening in to these conversations in that special way podcasting provides as we tackle topical and people related issues with the leaders and leading minds in our sector. Visit www.hcgroup.global and https://www.hcgroup.global/hc-insider for more information on us and our services.