By
John Butler
March 12, 2021
In: Hive Exclusives |
Commodities & Energy
Cryptocurrencies & Blockchain
March 12, 2021
Summary Bitcoin may be unique, but it faces competition. Centralisation in ‘Lightning Networks’ will increase competition further. An IMF/World Bank SDR global…
By
Bilal Hafeez
March 09, 2021
In: Hive Exclusives |
Commodities & Energy
ESG & Climate Change
March 09, 2021
This is an edited transcript of our podcast episode with Peter Tertzakian, who discusses the path of renewables and clean tech, continuing…
By
Bilal Hafeez
February 26, 2021
In: hive-podcasts |
Commodities & Energy
ESG & Climate Change
Oil
February 26, 2021
Peter is Deputy Director of the ARC Energy Research Institute, a Managing Director of ARC Financial Corporation, an energy-focused…
By
John Butler
Andrew Simon
February 12, 2021
In: Hive Exclusives |
Commodities & Energy
Cryptocurrencies & Blockchain
February 12, 2021
Summary US corporate cash piles continue to grow but earn near zero interest Tesla's decision to reallocate to gold and bitcoin could…
By
John Butler
February 02, 2021
In: Hive Exclusives |
Commodities & Energy
February 02, 2021
Summary Silver prices and physical premia have spiked of late, with inventories depleting Rumours are a ‘Reddit Army’ is partly responsible The…
By
Bilal Hafeez
September 11, 2020
In: hive-podcasts |
Business & Technology
Commodities & Energy
Credit
Equities
September 11, 2020
[applepod pod=id1502904619?i=1000490946350] I’m always on the lookout for podcast guests with unconventional backgrounds, and on this episode, we have one such guest,…
By
John Butler
Andrew Simon
August 20, 2020
In: Hive Exclusives |
Business & Technology
Commodities & Energy
Cryptocurrencies & Blockchain
US
August 20, 2020
US corporate cash holdings have risen to record highs in recent years, both outright and as a percentage of net worth. A…
By
Mirza Baig
August 18, 2020
In: Hive Exclusives |
Commodities & Energy
Investment Strategy
August 18, 2020
The sharp decline in gold prices last week has triggered heated debate among market participants. The bulls argue that this is just…
By
Bilal Hafeez
July 14, 2020
In: Hive Exclusives |
China & Hong Kong
Commodities & Energy
Economics
Growth & Labour Market
July 14, 2020
[Bullish Equities, Bullish Euro] China now competes with the US as a key driver of global growth. Yet the quality of Chinese…
By
John Butler
July 09, 2020
In: Hive Exclusives |
Commodities & Energy
July 09, 2020
After crude oil, iron ore is the world’s largest traded commodity by both weight and value. At any one point in time,…
By
John Butler
Andrew Simon
Stefan Posea
July 01, 2020
In: Hive Exclusives |
Commodities & Energy
Investment Strategy
July 01, 2020
Re-opening of economies and less use of public transport should see energy demand pick up. OPEC supply cuts and global producers shutting down…
By
John Butler
Andrew Simon
June 16, 2020
In: Hive Exclusives |
Commodities & Energy
Investment Strategy
June 16, 2020
Re-opening of economies and less use of public transport should see energy demand pick up. OPEC supply cuts and global producers shutting down…
By
John Butler
April 23, 2020
In: Hive Exclusives |
Commodities & Energy
Economics
April 23, 2020
Over the past week we have witnessed an unprecedented collapse in the benchmark US WTI oil future price to outright negative levels. This was due…
By
John Butler
April 16, 2020
In: Hive Exclusives |
Commodities & Energy
Monetary Policy & Inflation
April 16, 2020
Earlier this week, India announced it would issue another series of gold-linked bonds. These still represent just a tiny portion of the government’s…
By
John Butler
April 09, 2020
In: Hive Exclusives |
Business & Technology
Commodities & Energy
Economics
Investment Strategy
Monetary Policy & Inflation
April 09, 2020
Part I of this series explained why commodities investing is generally problematic: it doesn’t necessarily diversify a portfolio of financial assets, and…
By
John Butler
Bilal Hafeez
April 03, 2020
In: hive-podcasts |
Commodities & Energy
April 03, 2020
In this episode, I have a conversation with one of the leading experts on gold, John Butler. He’s has spent 25 years in the financial industry, worked at…
By
John Butler
March 19, 2020
In: Hive Exclusives |
Commodities & Energy
Economics
Equities
March 19, 2020
The unfolding supply shock from COVID-19 could see a more pronounced period of stagflation than that of the 1970s / early 1980s. Commodities can…
By
Caroline Grady
March 13, 2020
In: Podcast Playlists |
Commodities & Energy
Economics
March 13, 2020
Goldman’s global head of Commodities Research Jeff Currie gives his take on this week’s turmoil in the oil market. The coronavirus and oil price war…
By
Caroline Grady
March 13, 2020
In: Podcast Playlists |
Commodities & Energy
Investment Strategy
Sustainability & Social Issues
March 13, 2020
Franklin Templeton’s Multi-Asset Solutions team discuss how to play the heightened market volatility from the coronavirus and the oil shock…
By
John Butler
March 12, 2020
In: Hive Exclusives |
Commodities & Energy
March 12, 2020
In my recent series on gold, I provided an investment framework and valuation methodology based on the opportunity cost and demand function for…
By
Tatiana Orlova
March 09, 2020
In: Hive Exclusives |
Commodities & Energy
FX
Investment Strategy
March 09, 2020
The oil market is in freefall. Oil prices suffered some of their biggest falls on record on Monday after Saudi Arabia triggered a price war with Russia…
By
John Butler
March 05, 2020
In: Hive Exclusives |
Commodities & Energy
Investment Strategy
March 05, 2020
Global commodities prices have recently declined sharply, along with a general ‘risk-off’ trade in financial markets. But commodities were already in…
By
Virendra Chauhan
March 05, 2020
In: Hive Exclusives |
Commodities & Energy
Equities
Investment Strategy
March 05, 2020
Global supply and demand of liquid fuels both breached 100 million barrels per day (mb/d) for the first time in 2018. As arbitrarily symbolic as that number…
By
Caroline Grady
February 21, 2020
In: Podcast Playlists |
Commodities & Energy
Investment Strategy
February 21, 2020
FT Lex writer Alan Livsey discusses his estimate of $900bn in “stranded assets” from the shift towards cleaner energy – defined as investment that…
By
John Butler
February 20, 2020
In: Hive Exclusives |
Commodities & Energy
Economics
February 20, 2020
In Part I of this series I derived a valuation framework for gold as a proven form of ‘insurance’ against potential losses in a portfolio of financial assets…
By
John Butler
February 06, 2020
In: Hive Exclusives |
Commodities & Energy
Investment Strategy
Rates
February 06, 2020
Gold has the unique and valuable characteristic of being a de facto form of ‘insurance’ for a portfolio of financial assets, and the national fiat currencies…
By
John Butler
January 23, 2020
In: Hive Exclusives |
Commodities & Energy
January 23, 2020
Gold no longer serves as an official money in the modern financial system, yet it is still considered an important asset due to its established…
By
Bilal Hafeez
December 05, 2019
In: Podcast Playlists |
Commodities & Energy
Investment Strategy
December 05, 2019
UBS energy experts analyse long term investment themes around energy transition and the opportunities it presents for investors…
