The Commodity Exchange

WisdomTree
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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.

  1. FEB 9

    When safe havens test conviction: gold rising, silver swinging | The Commodity Exchange

    Gold is climbing steadily. Silver is spiking and sliding. In this episode of The Commodity Exchange, host Nitesh Shah speaks with Philip Newman, Managing Director at Metals Focus, to unpack the forces driving recent moves in the precious metals market. They discuss silver’s wild volatility, tariff-driven flows, ETF positioning, and why central banks and retail investors are still backing gold. This is a timely conversation about conviction, liquidity and the evolving safe haven story.

    32 min

  2. 11/28/2025

    What if the true driver of global prosperity is buried underground? | The Commodity Exchange

    We often credit innovation, finance or technology for powering the modern world. But what if the real story starts deeper underground? In this episode of The Commodity Exchange, host Nitesh Shah speaks with Scott Crooks, Principal Analyst at Codelco, to explore how metals like copper, steel and nickel have shaped the rise of nations and continue to drive global power dynamics. From the industrial revolution to the green energy transition, they unpack why mining is foundational to prosperity and what today’s infrastructure gaps tell us about tomorrow’s geopolitical shifts.

    32 min

  3. 10/17/2025

    Gold’s hot. Silver’s rallying. What next for precious metals? | The Commodity Exchange

    Gold is above $4,000. Silver is up over 75% year-to-date. Even platinum and palladium are surging. In this episode of The Commodity Exchange, hosts Mobeen Tahir and Nitesh Shah break down the precious metals rally and WisdomTree’s latest gold outlook. They explore what’s driving prices higher—from dollar depreciation and rate cuts, to policy risk, tariffs, and Fed credibility. Nitesh also shares updated scenario forecasts for gold, discusses silver market dynamics, and explains how supply deficits and substitution effects are supporting platinum and palladium.

    41 min

  4. 09/19/2025

    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

    45 min

  5. 08/22/2025

    Inside platinum’s rally: supply deficits, tariffs, and Chinese demand | The Commodity Exchange

    Platinum has been one of the strongest-performing precious metals of 2025, with prices rising nearly 50% year-to-date. But what’s driving the rally? In this episode of The Commodity Exchange, host Nitesh Shah speaks with Wilma Swarts, Director of Platinum Group Metals at Metals Focus, to unpack the key forces behind platinum’s breakout. They explore the impact of supply constraints, the role of Chinese jewellery demand, the effects of tariff anxiety, and how automotive and industrial uses are evolving. Plus, they discuss the outlook for palladium, scrap supply, and the long-term case for platinum in the energy transition.

    32 min

  6. 07/10/2025

    Risk on the rise: how conflict, tariffs and deficits are moving commodities | The Commodity Exchange

    From Middle East tensions to the looming return of trade wars, commodities are once again in the spotlight. In this episode of The Commodity Exchange, hosts Mobeen Tahir and Nitesh Shah break down the complex drivers shaping global markets—from oil’s reaction to geopolitical flare-ups, to gold’s resilience in the face of uncertainty, and the surprising strength in platinum, silver, and copper. They explore the key risks investors should watch, including the Strait of Hormuz, OPEC’s shifting strategy, and potential tariffs on copper that are already warping global pricing dynamics. You can follow our hosts on Twitter at: Nitesh: https://twitter.com/NiteshShahWT Mobeen: https://twitter.com/MobeenTahirWT For EU Investors Only: Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/commodities-hub

    47 min

  7. 06/11/2025

    Precious metals in 2025: gold steady, silver lags, platinum breaks out | The Commodity Exchange

    Precious metals are taking centre stage in 2025—but not all are moving in sync. In this episode of The Commodity Exchange, hosts Mobeen Tahir and Nitesh Shah explore what’s driving gold’s continued strength, silver’s surprising lag, and platinum’s recent breakout. They also discuss broader market dynamics including OPEC’s shifting oil strategy, the impact of tariffs on copper and industrial metals, and what the latest macro trends mean for commodities. Plus, guest Edward Sterck from the World Platinum Investment Council joins to break down the supply constraints and investor sentiment reshaping the platinum market. You can follow our hosts on Twitter at: Nitesh: https://twitter.com/NiteshShahWT Mobeen: https://twitter.com/MobeenTahirWT For EU Investors Only: Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/commodities-hub

    57 min

  8. 05/19/2025

    Gold’s surge, silver’s potential, and copper’s comeback | The Commodity Exchange

    Gold has broken records and it may not be done yet. In this episode of The Commodity Exchange, hosts Mobeen Tahir and Nitesh Shah unpack what’s driving the gold rally and explore the potential for it to hit $4,000 or even beyond, depending on how macroeconomic and geopolitical scenarios evolve. But it’s not just about gold. Silver may be poised for a catch-up rally, copper is proving more resilient than expected, and oil is navigating shifting demand and supply dynamics. Get a full breakdown of what’s happening across the commodity spectrum—and what it means for investors in 2025 and beyond. You can follow our hosts on Twitter at: Nitesh: https://twitter.com/NiteshShahWT Mobeen: https://twitter.com/MobeenTahirWT For EU Investors Only: Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/commodities-hub

    55 min
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Trailer

About

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.

Information

  • Creator
    WisdomTree
  • Years Active
    2023 - 2026
  • Episodes
    35
  • Rating
    Clean
  • Copyright
    © WisdomTree
  • Show Website
    The Commodity Exchange

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