أفضل بودكاسات Derivatives (2025)

1
The Officials with Jorge Montepeque: Gong Xi Fa Cai! | S2 E3 8:35

8h ago8:35

8:35

In this festive episode of The Officials, Jorge, Vincent, Will and Ed delve into the fast-moving dynamics of the global oil market, exploring the bearish factors driving prices below $77/bbl, the new disruptor in the AI space, and key macro themes. Topics in today's episode include: • Traders take a break for Chinese New Year. • DeepSeek disrupting…

1
Oil insights with Harry Tchilinguirian | The Watchers: Trump Week 2 | S2 E4 34:14

3d ago34:14

34:14

Welcome to a special edition of The Watchers on Oil Insights! Head of Research, Harry Tchilinguirian is joined by Jorge Montepeque, Head of Benchmarks & Reporting, to analyse the market impact of President Trump’s early days in office. At the time of recording (11.00am GMT), Brent futures were trading at $77.50/bbl, following a sharp decline amid U…

1
Macro Mondays | REPLAY | Trump’s Tariff Moves, DeepSeek’s Disruption, and Global Market Volatility | 27|01|25 35:14

4d ago35:14

35:14

Join us this Monday at 12:30 PM UK time for Macro Mondays LIVE with James Brodie and James Todd, as we unpack the major developments shaping global markets and look ahead to a pivotal week. Key Highlights: DeepSeek's Disruption: U.S. tech stocks tumble as DeepSeek's cost-effective AI model challenges the dominance of advanced chip manufacturing, se…

1
Trading Corner: The Year of the Contango | Ep 12 23:12

7d ago23:12

23:12

This episode of Trading Corner dives into the dynamics of global crude oil markets, focusing on refining margins, shifts in supply due to sanctions, and the impact of Chinese New Year on market activity. Manny and James discuss fluctuations in Brent and Dubai spreads, the influence of geopolitical factors, and the challenges posed by varying demand…

1
Oil insights with Harry Tchilinguirian | Trump 2: Electric Boogaloo | S2 E3 38:32

8d ago38:32

38:32

With Harry Tchilinguirian away, Vincent Wu hosts today's episode of Oil Insights and discusses the latest oil market developments with Onyx Research Associates Martha Dowding and Mita Chaturvedi. They discuss Trump's day one executive actions in relation to energy, including his declaration of a national energy emergency and intention to fill up th…

1
Oil insights with Harry Tchilinguirian | Russian Roulette | S2 E2 22:31

15d ago22:31

22:31

With Harry Tchilinguirian away, Mita Chaturvedi hosts today's episode of Oil Insights and discusses the latest oil market developments with Onyx Research Associates Martha Dowding and Vincent Wu. Key topics include the impact of the Biden administration's latest slew of sanctions against Russian oil and its impact on the Brent/Dubai spread as Chine…

1
The Officials with Jorge Montepeque: Gong Xi Fa Cai! Long Until Monday | S2 E2 23:57

15d ago23:57

23:57

In this episode of The Officials, Jorge, Ed, Will and Martha delve into the fast-moving dynamics of the global oil market, exploring the bullish trends driving prices above $82/bbl and the geopolitical forces fueling this surge. Key topics in today's episode include: The impact of impending U.S. sanctions and tariffs under the Trump administration.…

1
Macro Mondays | REPLAY | U.S. Payrolls Surge, Inflation Risks, and Market Volatility 34:35

18d ago34:35

34:35

This special episode of Macro Mondays aired live at 17:00 UK time on Friday, the 10th of January after U.S. monthly payrolls were released. Highlights of This Week's Macro Trends: - U.S. Economy: A surprise surge in U.S. payrolls (+256K) with unemployment steady at 4.1%. Hawkish commentary from Fed officials underscores inflation risks, while the s…

1
Oil insights with Harry Tchilinguirian | Cherry Picking risk? | S2 E1 29:45

21d ago29:45

29:45

In the first episode back of Oil Insights for 2025, host Harry Tchilinguirian, Group Head of Research at Onyx Capital Group, is joined by Research Associates Martha Dowding, Vincent Wu, and Mita Chaturvedi. Together, they analyse the buoyancy of Brent oil futures in early 2025, currently trading in the high $70/bbl, amidst a weak fundamental outloo…

1
The Officials with Jorge Montepeque: Will the Chinese New Year Snake bite you? | S2 E1 17:02

22d ago17:02

17:02

Join The Officials, Director of Benchmarking, Jorge Montepeque and Research Analysts William Cunliffe and Edward Hayden-Briffett for their first episode back for 2025. They kick off the year by diving into critical economic trends shaping the global landscape. The Officials (spanning from Singapore to London), unpack early observations about China'…

1
Macro Mondays | REPLAY | Dollar Surges, Tesla Slips, and Oil Spikes to Start 2025! | 06|01|25 34:26

25d ago34:26

34:26

This week brought a range of notable market and economic developments. The U.S. dollar started the year on a strong note, reaching new cycle highs above 109. This strength pushed the EUR/USD to its lowest levels in over two years and led to significant discussions around global currency stability, with the USD/CNY breaking above 7.33—a move interpr…

1
Oil insights with Harry Tchilinguirian | 2025, Year of the Snake | S1 E17 56:20

1M ago56:20

56:20

In the final episode of Oil Insights for the year, host Harry Tchilinguirian, along with the Onyx Research team—Martha Dowding, Vincent Wu, Will Cunliffe, and Edward Hayden-Briffett—recap the key drivers of the 2024 oil market and explore their implications for 2025. Topics include geopolitical risks, divergent global oil demand forecasts, OPEC+ pr…

1
The Officials | Special Episode: 10 Reasons Why Markets Have Turned Back | S1 E20 6:29

2M ago6:29

6:29

Live from Chongqing, China! Jorge dives into the latest oil market recovery as prices edge towards $75. He breaks down the Top 10 Reasons Why Markets Have Turned Back, highlighting key global trends and insights. From China’s increased quotas and state company purchases to Saudi Arabia’s strategic price cuts and the UAE’s surprising production cuts…

1
Macro Mondays | REPLAY | Bitcoin Hits $106K, UK GDP Shock, and Trump's Economic Surge | 16|12|24 24:28

2M ago24:28

24:28

This episode aired live at 12:30pm UK Time. James Brodie and James Todd look at the previous weeks Macro events and to the week ahead. In US data, inflation is trending higher, pushing both yields and the dollar higher, and this is a definite warning signal for 2025. Job postings are continuing to fall, but small business sentiment is surging leadi…

1
Macro Mondays | REPLAY | Bonds Yields Fall as Global Data Shows Surprising Weakness | 09|12|24 33:42

2M ago33:42

33:42

This episode of Macro Mondays aired live at 12:30pm UK Time. James Brodie and James Todd look at the previous weeks Macro events and to the week ahead. This week, we discuss falling global bond yields as both American and Canadian unemployment saw increases, while ISM Services PMI surprisingly fell sharply. Data over the weekend also highlighted co…

1
Trading Corner: The Widow Maker | Ep 11 16:11

2M ago16:11

16:11

Manny and James dive into the dynamics of crude oil and refined product markets as the year winds down. They analyse Brent spreads, distillates, and gasoline demand trends, highlighting bearish sentiment for next year balanced by current storage economics. They discuss refinery margins, potential impacts of cold weather on markets, and trading stra…

1
The Officials | Special Episode: "The Watchers" | Brent Price Dump | S1 E19 5:50

2M ago5:50

5:50

In this special mini episode, "The Watchers" (Director, Benchmarks, Jorge Montepeque and Group Head of Research, Harry Tchilinguirian) react live to the collapse in Brent flat price as the OPEC+ meeting convenes. We've seen a loss of over $2/bbl in the last 24 hours and OPEC+'s delay of barrels returning by 3 months, while some countries continue t…

1
Oil insights with Harry Tchilinguirian | Caught Between a Rock and a Hard Place | S1 E16 27:08

2M ago27:08

27:08

This episode of Oil Insights was recorded on 3rd December, 2024 at 10:30am GMT. In this special edition episode, "The Watchers" (Director, Benchmarks, Jorge Montepeque and Group Head of Research, Harry Tchilinguirian) discuss the oil market over the past week. Harry and Jorge take a critical look at the dynamics surrounding OPEC+'s upcoming meeting…

1
Macro Mondays | REPLAY | 🚨 U.S. Property Market & Chinese Yields Flash Warning Signal 🚨 | 02|12|24 27:15

2M ago27:15

27:15

This episode of Macro Mondays aired live at 12:30pm UK Time as James Brodie and James Todd look at the previous weeks Macro events and to the week ahead. This week, the S&P 500 hit a new all-time high and is trending higher overall. US consumer confidence and US Black Friday online sales hit a highs as well, and stock market optimism has soared. On…

1
The Officials with Jorge Montepeque: T for Thanksgiving and Trump | S1 E18 20:10

2M ago20:10

20:10

In this episode of The Officials, Jorge, Harry, and Will delve into a range of critical topics shaping energy markets and global economics. They begin with the impact of potential tariff escalations in North America, discussing how proposed policies may affect energy prices and trade dynamics, with a focus on U.S. relationships with Canada and Mexi…

1
Oil insights with Harry Tchilinguirian | One Flew Over the Turkey's Nest | S1 E15 28:08

2M ago28:08

28:08

This episode of Oil Insights was recorded on 26th November, 2024 at 11am GMT. Onyx Research Associates Vincent Wu and Mita Chaturvedi join Group Head of Research Harry Tchilinguirian to discuss price action and major events in the oil market over the past week. Following Trump’s re-election, the oil markets are bracing for potential policy shifts, …

1
Macro Mondays | REPLAY | Scott Bessent’s Impact and Market Shifts | 25|11|24 30:27

2M ago30:27

30:27

This week brought a flurry of critical developments, with Scott Bessent named as Treasury Secretary, signaling potential shifts in U.S. fiscal policy. Known for his bond market expertise, Bessent’s appointment caused gold prices to dip and led to fresh buying of bonds with 10-year yields falling 7bp on Monday's open. Meanwhile, Bitcoin hit an all-t…

1
The Officials with Jorge Montepeque: You be the Judge | S1 E17 21:27

2M ago21:27

21:27

In this episode of The Officials, Jorge, Ed, Will, and Mita dive deeper into the evolving world of electric vehicles and how they're affecting the energy markets. In China, data is highlighting surging sales of new EV models and insurance registrations - likely thanks to the rapid advancements in quality and affordability. They also touch on how br…

1
The CEO's Address with Greg Newman | Vicky Chen on the Rise of Direct Trading 36:58

2M ago36:58

36:58

Group CEO Greg Newman is joined by Onyx Direct Trader Vicky Chen for a special episode of the CEO's Address. Vicky discusses the experience and learnings she's gained since she joined Onyx seven years ago with no prior direct trading experience. As Vicky's been with Onyx, the team has expanded to provide enhanced direct trading services in more lan…

1
Oil insights with Harry Tchilinguirian | Is Trump Bearish for Oil? | S1 E14 29:52

2M ago29:52

29:52

This episode of Oil Insights was recorded on 19th November, 2024 at 1:30pm GMT. Onyx Research Associate Martha Dowding joins Group Head of Research Harry Tchilinguirian to discuss price action in the oil market over the past week. In the two weeks since Trump's election, oil price has seen little movement, while the equity market has seen remarkabl…

1
Trading Corner | But Why Isn't Brent Stronger? | Ep 10 17:22

2M ago17:22

17:22

This week on Trading Corner, Senior Oil Derivatives Trader, James Anderson discusses key developments in the oil market with Head of Desk, Manny Newman. They dive into post-election market dynamics, refinery margins, and the impact of seasonal turnaround cycles. James shares insights on the Brent vs. Products spreads, China’s influence on global cr…

1
Macro Mondays | REPLAY | DOGE and Bitcoin TAKE OFF 🚀 | 18|11|24 32:02

2M ago32:02

32:02

This episode of Macro Mondays aired live at 12:30pm GMT on Monday, the 18th of November. Tune in Mondays at 12:30pm UK time to watch Macro Mondays live. On today's episode, James and Will dive into the latest macroeconomic developments shaping global markets. Last week, Bitcoin, S&P 500, and NASDAQ hit all-time highs - but whether this rally will c…

1
The Officials with Jorge Montepeque: OPEC Dumpster Fire | S1 E 16 19:59

3M ago19:59

19:59

In this episode of The Officials, Jorge, Ed, Harinder and Dr. Wu explore the latest trends in global energy dynamics and political shifts, and deep dive into the rapidly changing landscape in China - where electric vehicles (EVs) are taking over, significantly impacting gasoline and diesel demand. They discuss startling stats, the shift to EVs in m…

1
Oil insights with Harry Tchilinguirian | Trading Trump | S1 E13 30:44

3M ago30:44

30:44

This episode of Oil Insights was recorded on 12th November, 2024 at 12pm GMT. Onyx Research Associates Mita Chaturvedi, Martha Dowding, and Vincent Wu join Group Head of Research Harry Tchilinguirian to discuss the direction of oil prices in the wake of President Donald Trump's election. The team reviews the potential outcomes of a second Trump pre…

1
Trading Corner | Election Impact and Energy Markets: Navigating Uncertainty | Ep 9 16:22

3M ago16:22

16:22

In this episode of Trading Corner Manny Newman and Jonah Van Bourg dive into the aftermath of the recent U.S. presidential election and its implications on the markets. They break down how a potential Trump administration could influence risk assets like equities and bitcoin, with conversations around short-term bullish expectations driven by polic…

1
Macro Mondays | Markets React to Trump | 11|11|24 37:55

3M ago37:55

37:55

This week, market volatility took centre stage, spurred by the perceived inflationary policies under Trump. His election victory led to a steepening yield curve, with 10-year yields surging nearly 19 basis points, and market-based inflation expectations—like 5-year breakevens—also jumped significantly. Equities responded optimistically, with the S&…

1
Oil insights with Harry Tchilinguirian | We the People Have Chosen | S1 E12 1:14:36

3M ago1:14:36

1:14:36

Group Head of Research, Harry Tchilinguirian, is joined by Chief Economist at Argus Media, David Fyfe for a special episode of Oil Insights. David brings over 30 years of experience in energy market analysis, from the International Energy Agency (IEA) to Gunvor and now Argus Media, where he delivers deep insights into oil market dynamics, geopoliti…

1
The Officials with Jorge Montepeque: Trump's Clean Sweep | S1 E15 17:46

3M ago17:46

17:46

In this episode of The Officials, Jorge dials into the studio from Singapore to join Research Analysts Ed Hayden-Briffett and Will Cunliffe. This week, the team discuss Trump's sweep of the US election - and what this means for the economy, from what we've seen already to what's to come in the next four years. They discuss potential shifts in US gr…

1
Oil insights with Harry Tchilinguirian | Waiting for Uncle Sam | S1 E11 52:35

3M ago52:35

52:35

On this episode of Oil Insights, Group Head of Research, Harry Tchilinguirian and Research Associates Martha Dowding and Vincent Wu cover the potential implications of the 2024 U.S. Presidential election on the oil market, particularly focusing on foreign policy towards sanctioned countries like Iran, Venezuela, and Russia, as well as key Middle Ea…

1
Macro Mondays | Is the Trump Trade Unwinding? | 04|11|24 33:27

3M ago33:27

33:27

This episode of Macro Mondays was recorded at 4:30pm GMT on Friday, the 1st of November. On today's episode, James Todd is joined by Research Analyst Will Cunliffe - as James Brodie is travelling - to dive into the latest macroeconomic developments shaping global markets. They discuss whether we're seeing an unwinding of the "Trump trade" as gold a…

1
The Officials with Jorge Montepeque: Sucker Time | S1 E14 22:08

3M ago22:08

22:08

In this episode of The Officials, Jorge dials into the studio from Beijing to join Harry, Ed, and Will. The team dive into key market developments over the past week, including movements in the Chinese economy and updates on Chinese demand forecasts. They also explore how people will be trading as we enter US election week - and what the risks are.…

1
Trading Corner | It's Not Over Yet | Ep 8 19:53

3M ago19:53

19:53

In this episode of Trading Corner, Manny and Jonah analyse recent market trends and trading strategies - from fluctuating geopolitical risk, to upcoming OPEC decisions, an uptick in physical demand, and more.بقلم Greg Newman

1
The CEO's Address with Greg Newman | Matt Aspin on the Generational Shift 52:48

3M ago52:48

52:48

Group CEO Greg Newman is joined by Matt Aspin, Onyx Graduate Recruitment Lead, for a special episode of the CEO's Address to explore the generational shift in the industry - and within Onyx - as new graduates join. Matt gives insight into the evolution of the graduate job market, from pre-pandemic to current day. He and Greg discuss what Onyx looks…

1
Oil insights with Harry Tchilinguirian | Has the Dust Settled? | S1 E10 51:35

3M ago51:35

51:35

This episode of Oil Insights was recorded on 29th October, 2024 at 11am GMT. Onyx Research Associates Mita Chaturvedi and Vincent Wu join Group Head of Research Harry Tchilinguirian to discuss the week that was and the week to come in the oil market. In this week's episode, Harry, Mita and Vincent discuss recent disruption in the oil market due to …

1
Macro Mondays | LIVE | OIL PRICE DOWN FROM ISRAEL-IRAN ATTACK | 28|10|24 33:55

3M ago33:55

33:55

Join us LIVE with James Brodie and James Todd for Macro Mondays. On today's episode, James Brodie and James Todd dive into the latest macroeconomic developments shaping global markets. Oil prices have seen a significant drop off following Israel's targeted strikes on Iranian defense systems. The US 30-year mortgage rate is up to 7.25%, marking the …

1
The Officials with Jorge Montepeque: Squeeze Time | S1 E13 17:54

3M ago17:54

17:54

In this episode of The Officials, Jorge, Ed, and Will dive into key market developments affecting energy, commodities, and the broader global economy. They discuss the recent volatility in the Dated Brent benchmark following the inclusion of WTI, and how this shift is creating discrepancies between physical and futures markets. They also explore co…

1
Oil insights | Geopolitical Risk: Down But Not Out | S1 E9 15:47

3M ago15:47

15:47

In this episode of Oil Insights, Martha Dowding hosts and is joined by fellow Research Associate, Mita Chaturvedi to analyse recent movements in oil prices, with a focus on Brent crude, (trading at $75/bbl at time of recording). Martha and Mita discuss three primary factors influencing prices at the moment: the potential for geopolitical flare-ups,…

1
Macro Mondays | LIVE | Elon Musk's Controversial Support for Trump | 21|10|24 34:56

3M ago34:56

34:56

On today's episode, James Brodie and James Todd dive into the latest macroeconomic developments shaping global markets. The U.S. housing market faces steep challenges as mortgage applications drop by 17%, and the 30-year mortgage rate hits 7.25% - the highest since July. Across the Atlantic, UK house prices show slower growth at 0.3% month-on-month…

1
Oil insights with Harry Tchilinguirian | Naphtha's Technicolour Dreamcoat | S1 E8 30:45

4M ago30:45

30:45

In this episode of Oil Insights, host Harry Tchilinguirian, Group Head of Research at Onyx Capital Group, is joined by Onyx Research Associates Vincent Wu and Martha Dowding to discuss how recent geopolitical developments have influenced the oil market. Following the October 1 missile attacks on Israel by Iran, the market is closely monitoring Isra…

1
Trading Corner | Don't Get Caught in the Bear Trap! | Ep 7 14:10

4M ago14:10

14:10

Manny and Jonah analyse recent market trends and trading strategies in the oil sector. While the market has been relatively quiet but volatile, with crude oil prices settling in the high 70s per barrel, there is speculation around geopolitical risks - such as potential disruptions in the Strait of Hormuz and the impact of increased crude production…

1
Macro Mondays | LIVE | Market Jitters and Election Betting | 14|10|24 34:28

4M ago34:28

34:28

This week, James Brodie and James Todd dive into the latest developments in the global economy, inflation, and U.S. politics. They begin by exploring weak Chinese economic data and discuss how China's worsening deflationary environment and a disappointing stimulus package announcement could impact global markets. They break down the latest U.S. inf…

1
Oil insights with Harry Tchilinguirian | Geopolitics Strikes Back | S1 E7 58:33

4M ago58:33

58:33

For a special episode of Oil Insights, Harry Tchilinguirian, Head of Research at Onyx Capital Group, is joined by Paul Horsnell, Managing Director and Head of Commodity Research at Standard Chartered. Paul is a veteran of oil market analysis, and his views are widely sought-after when it comes to gaining insights into the turbulent world of oil mar…

1
The Officials with Jorge Montepeque: Geopolitical Risk & Global Economic Dynamics | S1 E12 21:05

4M ago21:05

21:05

In today's episode of The Officials, Jorge, Harry, Ed and Will discuss geopolitical tensions in the Middle East, involving Israel, Iran, and other regional players, as well as the broader economic landscape and its effects on oil prices. Jorge recounts his recent travels to the region, noting observations of missile attacks and the vulnerability of…

1
The CEO's Address with Greg Newman | Mirko Ivanda on How Geopolitics Impacts Your Energy Bill 1:00:57

4M ago1:00:57

1:00:57

Group CEO Greg Newman is joined by Mirko Ivanda, Co-Head of Power & Gas from the Onyx Switzerland office, for a special episode of the CEO’s Address. Together, they explore the intricate dynamics of power trading, focusing on how geopolitics fundamentally shapes supply and demand as well as the end-cost of our household energy bills. Mirko provides…

1
Macro Mondays | LIVE | Middle Eastern tensions add Macroeconomic troubles | 07|10|24 34:41

4M ago34:41

34:41

The week started with weak data, with global manufacturing PMIs contracting for the third straight month in September and with new orders dropping globally at the fastest rate in 11 months. But then services PMIs data surged higher, with the U.S. data at 54.9 (est 51.7) an 8-sigma beat. On Friday, payrolls unexpectedly surged +254K, way above expec…

المدونة الصوتية تستحق الاستماع

Derivatives بودكاست

المدونة الصوتية تستحق الاستماع

دليل مرجعي سريع