Commodities in a realigning world: tariffs, tensions, and tailwinds

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The Commodity Exchange

WisdomTree

33 episodes

1 week ago

Commodities can be impacted by a whole host of factors, from geopolitical risk to climate change. For those looking to make sense of the landscape, and understand the key drivers behind prices, our podcast offers insights and academic discussion from Europe’s leading commodity exchange-traded fund provider.

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Commodities in a realigning world: tariffs, tensions, and tailwinds | The Commodity Exchange

The Commodity Exchange

45 minutes 5 seconds

2 months ago

Commodities in a realigning world: tariffs, tensions, and tailwinds | The Commodity Exchange

Commodities are no longer a sideshow—they’re the story. In this episode of The Commodity Exchange, hosts Mobeen Tahir and Nitesh Shah discuss WisdomTree’s latest outlook and break down what’s driving markets in 2025. From record gold prices, copper volatility, and oil’s OPEC dynamics, to the impact of tariffs, central banks, and a softening dollar, they unpack the macro and geopolitical forces reshaping the commodities landscape.

For EU investors only:

Check out the full outlook here: https://www.wisdomtree.eu/en-gb/wisdomtree-outlook

You can follow our panellists on Twitter at:Nitesh: https://twitter.com/NiteshShahWTMobeen: https://twitter.com/MobeenTahirWT