The Commodity Crisis Playbook: Position Before It’s Too Late (From A 20-Year Veteran) w/ Ole Hansen
About this episode
The episode features Ole Hansen discussing the implications of the commodity crisis on various markets and investment strategies.
In today’s episode, we sit down with Ole Hansen, Head of Commodity Strategy at Saxo Bank, to break down what’s really happening behind the Strait of Hormuz crisis, why energy markets are breaking, and how this shock is spreading into food, metals, and the global economy. Oil prices are volatile, supply chains are tightening, and the impact is already hitting everything from jet fuel to fertilizers to semiconductors. But the real shift? Markets are moving from an inflation shock to a full-blown growth risk, and that changes the entire investment playbook. ~~~~~ ⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform. 🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20. ~~~~~ 🔧 Tools & Channels 🥛 Free Milk Road Newsletters. 🥛 Go PRO and become a better investor. ~~~~~ ✊ Follow Milk Road Macro on Social Media: 👉 Milk Road X 👉…
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