Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense
Episode publishedPodcast: Odd LotsOdd Lots
Transcript preview
Preview only
OddLots is brought to you by Van Eck. For years, investors basically forgot about real assets, energy, gold, and infrastructure. But look what's driving markets now. Central banks loading up on gold, massive CapEx cycles, currencies doing weird things. These assets are at the center of it. RACS, the Van Eck real asset ETF, is an actively managed one stop shop for real assets spanning gold, commodities, natural resource equities, and more. Go to vaneck.com/raaxpod to learn more. Fun disclosures later in this episode.
Being a small business owner isn't just a career, it's a calling. Chase for Business knows how much heart and effort go into building something of your own. Manage all your business finances from banking to payments to credit cards all in one place with Chase's digital tools, plus access online resources designed to help your business thrive. Learn more at chase.com/business. Chase for business. Make more of what's yours. The Chase mobile app is available for select mobile devices. Message and data rates may apply. JPMorgan Chase Bank NA. Member FDIC. Copyright 2026. JPMorgan Chase and Company
Sonesta Travel Pass makes traveling more rewarding. Designed to help you get more out of every stay. Sign up at senesta.com to enjoy instant savings, bonus points, and valuable perks like early check-in, late checkout, room upgrades, and free stays over time. With Senesta Travel Pass, every stay brings you closer to your next reward. Choose from more than 1,100 hotels across 13 distinctive brands and unlock the best available rates when you book direct with Senesta Travel Pass. Here today, roam tomorrow. Join now at sonesta.com. Terms and conditions apply.
Bloomberg Audio Studios, podcasts, radio, news.
Hello, and welcome to another episode of the Odd Thoughts podcast. I'm Tracy Allaway.
And I'm Joe Wiesenthal.
This is a very special live recording of the podcast. We were over in London for our first ever UK live show.
I love going to London. It was a little anxious, putting on a live show, selling tickets and stuff in London. You never really know who's gonna, like, show up in another city, but it is a great time. We had a great turnout. We had some great conversations. It was great to meet some of the fans and listeners there. I really loved it. And, yeah, I really enjoyed the live episodes that we record.
Absolutely. And we had some great guests as well. And what you're about to listen to, two of the perfect guests, really, I think, for this topic. Obviously, commodities is still making all the headlines, really. So we decided to get two of our favorite commodities specialists. Both of them have been on the podcast before. We spoke with Javier Blas. He is, of course, our colleague over here at Bloomberg. He's a Bloomberg opinion columnist, author of The World For Sale. And we also spoke with one of our former colleagues, Lorcan Roche Kelly, who not only is a business editor at the Irish Farmers
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.
This episode could not be prepared.
Try again to prepare the episode for reading and questions.