Sponsor: Teucrium Corn Fund (NYSE Arca: CORN):
https://teucrium.com/corn
Jim Wiederhold, Commodity Indices Product Manager at Bloomberg, joins Monetary Matters for a deep dive into what's really driving this commodities cycle. We start with the AI buildout and why it's quietly becoming one of the biggest demand stories in copper and silver, not just semiconductors. From there, Jim breaks down why central banks keep adding to record gold reserves, and makes the case for why silver could still have room to run. On energy, we get into how much sanctioned oil is still finding its way to market, why refined products have outperformed crude itself, and whether $200 oil is really back on the table. Jim also lays out the case for commodities as a genuine diversifier against stocks and bonds, pointing to how the asset class held up when equities didn't. We close on the "everything rally" — why nearly every corner of the commodity complex is moving at once — and a few overlooked names, from agriculture to industrial metals, that could be next. It's a wide-ranging conversation for anyone trying to understand where commodities go from here. Recorded August 17, 2026.
Pieces discussed:
“Midyear commodity review 2026, Bloomberg Professional Services”:
https://www.bloomberg.com/professional/insights/markets/midyear-commodity-review-2026-2/
Teucrium on X https://x.com/TeucriumETFs
Jim Wiederhold on LinkedIn https://www.linkedin.com/in/jim-wiederhold-11901816/
Jack Farley on X https://x.com/JackFarley96
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