Magic Markets #231: Platinum and the cheese spread
Description
Drawing charts like orange juice and cheese futures might be fun, but there's an important underlying influence that soft commodities have on inflation. Even if you don't trade commodities, there are useful things to learn.
And of course, when we get to the hard commodities that are actively traded every day, we move from jokes about the cheese spread to very real analysis around the drivers of the platinum price and what this is doing for stocks like Sibanye-Stillwater, where our resident Ghost is looking forward to finally breaking even after a long and painful period in the PGM cycle.
Join us for a fun show that is ultimately an ode to commodities and the sheer breadth of opportunities available on the market.
This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.
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