The Commodity Brief
The Commodity Brief Podcast delivers weekly intelligence on alternative assets and commodities — breaking down the trends, risks, and opportunities that matter most to real asset investors.
The Commodity Brief
Latest Episodes
The New Frontiers of Commodity Risk and Real-World Pricing
This week's episode of The Commodity Brief Podcast captures a genuine inflection point in how commodity risk gets priced, traded, and hedged — and the stories that define it are more surprising than most investors expect.Start with Kalsh...
The New Capital and Scarcity Map of Global Commodities
In 2026 the global commodity market is being redrawn — not by one force but by two converging ones happening simultaneously. Physical scarcity is reshaping supply across water, grains, and metals. And capital scarcity is reshaping who funds com...
Commodity Brief: Holiday Trading and Strategic Market Outlook
Holiday weeks create the illusion of calm in commodity markets — but the structural forces reshaping global prices don't take time off. And right now, those forces are more significant than at any point since Russia's invasion of Ukraine in 202...
Commodity Markets: Navigating Global Liquidity and Supply Chains
Just 11 ships. That's how many commodity vessels are currently moving through the Strait of Hormuz — down from 130 to 140 before the war. That single number captures the extraordinary supply chain stress reshaping global commodity markets in Au...
Scarcity Signals and the New Frontier of Commodity Hedging
Scarcity is the defining commodity market signal of 2026 — and this week's episode of The Commodity Brief Podcast captures it in full.From a blocked shipping chokepoint that Kalshi traders give only a 44% chance of normalizing before Dec...