Podcast•Feb 18, 2026•43 min
The New European Sovereignty Stack: Energy, Minerals, Compute
The episode examines Europe’s modern sovereignty as an industrial and supply‑chain challenge, focusing on semiconductors, rare‑earth minerals, and energy infrastructure. Guests highlight Europe’s heavy reliance on imports, a thin venture‑capital ecosystem, and the need for coordinated capital to close the scale‑up gap. They propose trust‑based venture frameworks, bio‑mining innovations, and a pragmatic embrace of nuclear power to secure baseload energy, while emphasizing that grid orchestration software is essential for a decentralized renewable system. Ultimately, sovereignty in 2025 is framed as an investment strategy that blends performance, trust, and systemic capital allocation.
By The European VC (EUVC)
Podcast•Feb 13, 2026•12 min
US Aluminum Market Digests Tariff-Induced Volatility at Platts Symposium
The episode reviews how the U.S. aluminum market is coping with volatility caused by the 50% import tariff introduced in June, examining its impact on industry sentiment and pricing. Experts discuss the shifting demand landscape, noting the slowdown from removed...
By Commodities Focus
Podcast•Feb 2, 2026•15 min
Money and Me: When Gold Breaks, AI Bites Back, and Japan Shakes the World
In this episode, host Michelle Martin and guest Simon Ree, founder of Tao of Trading, dissect a volatile market landscape where gold and silver have sharply retreated after a steep rally, and Microsoft’s stock fell despite strong earnings, raising concerns...
By Your Money with Michelle Martin (MONEY FM 89.3)
Podcast•Jan 18, 2026•8 min
Monday: Silver Slides as Iran Tensions Ease
In this brief episode, ANZ’s research analysts discuss the recent decline in silver prices, attributing the slide to easing geopolitical tensions with Iran. They note that reduced risk premiums are dampening demand for safe‑haven assets, while broader market dynamics and...
By 5 in 5 with ANZ
Podcast•Jan 15, 2026•9 min
Friday: Oil Down 4.9% as Iran Tensions Ease
In this brief episode, ANZ Research analysts discuss the recent 4.9% drop in oil prices, attributing the decline primarily to easing geopolitical tensions with Iran. They explain how reduced risk of supply disruptions has softened market sentiment and led to...
By 5 in 5 with ANZ
Podcast•Jan 12, 2026•7 min
Powell’s Fed Up
The episode reviews Jerome Powell’s remarks that a potential criminal indictment against him must be viewed against the backdrop of broader political pressures from the administration. It also analyzes December’s U.S. jobs data, which showed a slowdown in hiring while...
By Reuters Morning Bid