321: Digging deeper into commodities: geopolitics, the energy transition and gold

In a follow-up to our February podcast that introduced commodities as an asset class, we return to the subject. This time around, we explore the intersection of geopolitics and commodities, how the transition to clean power is changing demand patterns, and the outlook for some specific commodities – including the yellow metal. Our speakers are Elisa Piscopiello, Senior ETF Analyst, and Francisco Blanch, who is Managing Director, Head of Global Commodities and Derivatives Research at Bank of America. This podcast is hosted by Harry Brooks, Content Manager. Figures on the declining cost of renewable power are from BloombergNEF as at June 2023. For professional investors only. Capital at risk.