Nitesh Shah's guest appearances

Nitesh Shah

Behind the Markets Podcast

Kitco NEWS Roundtable

The Macro Trading Floor

Meb Faber

Annie Duke

Ryan Detrick

Jonathan Ward

Jim Rogers

Graham Allison

Robert Shiller

Perth Tolle

Ethan Kurzweil

Tom Haines

David Rosenberg

Jamie Metzl

Leland Miller

Matt Garratt

Phil Huber

OwlTail

On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Nitesh Shah Head of Commodity and Macroeconomic Research at WisdomTree for a discussion on the China reopening, how it will effect commodity markets and it's impact on broader markets.Energy was the strongest performing sector in 2022, but should we expect the same in 2023? Nitesh walks through the commodity supercycle thesis, as it conflicts with a business cycle downturn in 2023 and what this could mean for commodities, specifically oil, heading into 2023 and beyond. Finally, Nitesh shares his actionable trade idea, but to hear that, you'll have to tune in!--Follow Nitesh: https://twitter.com/NiteshShahWTFollow Andreas: https://twitter.com/AndreasStenoFollow Alf: https://twitter.com/MacroAlfFollow Blockworks: https://twitter.com/Blockworks_Subscribe To The Macro Compass: https://themacrocompass.substack.com/Subscribe To Stenos Signals: https://andreassteno.substack.com/Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--WisdomTree is a global ETF and ETP sponsor and asset manager founded in 2006 and with a track record of innovation and creating better ways to invest. Today, we offer a broad range of differentiated ETFs and ETPs across equities, thematics, commodities, fixed income, currencies, short and leveraged, and cryptocurrencies with over $80 billion in assets under management. For more information, please visit https://bit.ly/3VXYPkx--This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_macro_trading, you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.--Referenced In The Show:Minutes of the Federal Open Market Committee December 13–14, 2022: https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20221214.pdfOPEC slashes oil demand outlook on global economic uncertainty after earlier predictions of supply shortfalls: https://markets.businessinsider.com/news/commodities/oil-outlook-opec-cuts-2023-demand-over-global-uncertainty-flows-2022-12?op=1 Inflation Will Fall off A Cliff In 2023 | Warren Pies: https://podcasts.apple.com/us/podcast/inflation-will-fall-off-a-cliff-in-2023-warren-pies/id1618502265?i=1000591241444 WisdomTree Insights: https://www.wisdomtree.com/investments/blog--Timestamps:(00:00) Introduction &amp; "WisdomTree Ad"(01:19) Breaking Down The Fed Minutes(07:12) Europe Is Showing Signs of Disinflation(10:41) The China Reopening(13:32) Feature Interview: Nitesh Shah(17:07) How A Chinese Reopening Will Impact Commodities(20:09) The Divergence Between Gold &amp; Oil(23:33) Oil Supply &amp; Demand In A 2023 Recession(26:46) “Curve Ad”(27:56) The Commodity Supercycle(32:39) How Russia &amp; Ukraine Is Effecting Global Commodity Markets(35:05) Nitesh's Actionable Trade Idea(41:16) Closing Thoughts(42:56) Post Interview: Final Thoughts--Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research &amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

On today's episode of "The Macro Trading Floor," Andreas and Alfonso welcome Nitesh Shah Head of Commodity and Macroeconomic Research at WisdomTree for a discussion on the China reopening, how it will effect commodity markets and it's impact on broader markets. Energy was the strongest performing sector in 2022, but should we expect the same in 2023? Nitesh walks through the commodity supercycle thesis, as it conflicts with a business cycle downturn in 2023 and what this could mean for commodities, specifically oil, heading into 2023 and beyond. Finally, Nitesh shares his actionable trade idea, but to hear that, you'll have to tune in!--Follow Nitesh: <a href="https://twitter.com/NiteshShahWT" rel="nofollow" target="_blank">https://twitter.com/NiteshShahWT</a>Follow Andreas: <a href="https://twitter.com/AndreasSteno" rel="nofollow" target="_blank">https://twitter.com/AndreasSteno</a>Follow Alf: <a href="https://twitter.com/MacroAlf" rel="nofollow" target="_blank">https://twitter.com/MacroAlf</a>Follow Blockworks: <a href="https://twitter.com/Blockworks_" rel="nofollow" target="_blank">https://twitter.com/Blockworks_</a> Subscribe To The Macro Compass: <a href="https://themacrocompass.substack.com/" rel="nofollow" target="_blank">https://themacrocompass.substack.com/</a>Subscribe To Stenos Signals: <a href="https://andreassteno.substack.com/" rel="nofollow" target="_blank">https://andreassteno.substack.com/</a>Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: <a href="https://blockworks.co/newsletter/" rel="nofollow" target="_blank">https://blockworks.co/newsletter/</a>--WisdomTree is a global ETF and ETP sponsor and asset manager founded in 2006 and with a track record of innovation and creating better ways to invest. Today, we offer a broad range of differentiated ETFs and ETPs across equities, thematics, commodities, fixed income, currencies, short and leveraged, and cryptocurrencies with over $80 billion in assets under management. For more information, please visit <a href="https://bit.ly/3VXYPkx" rel="nofollow" target="_blank">https://bit.ly/3VXYPkx</a>--This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through <a href="https://link.curve.com/blockworks_macro_trading" rel="nofollow" target="_blank">https://link.curve.com/blockworks_macro_trading</a>, you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply.--Referenced In The Show: Minutes of the Federal Open Market Committee December 13–14, 2022: <a href="https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20221214.pdf" rel="nofollow" target="_blank">https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20221214.pdf</a> OPEC slashes oil demand outlook on global economic uncertainty after earlier predictions of supply shortfalls: <a href="https://markets.businessinsider.com/news/commodities/oil-outlook-opec-cuts-2023-demand-over-global-uncertainty-flows-2022-12?op=1" rel="nofollow" target="_blank">https://markets.businessinsider.com/news/commodities/oil-outlook-opec-cuts-2023-demand-over-global-uncertainty-flows-2022-12?op=1</a> Inflation Will Fall off A Cliff In 2023 | Warren Pies: <a href="https://podcasts.apple.com/us/podcast/inflation-will-fall-off-a-cliff-in-2023-warren-pies/id1618502265?i=1000591241444" rel="nofollow" target="_blank">https://podcasts.apple.com/us/podcast/inflation-will-fall-off-a-cliff-in-2023-warren-pies/id1618502265?i=1000591241444</a> WisdomTree Insights: <a href="https://www.wisdomtree.com/investments/blog" rel="nofollow" target="_blank">https://www.wisdomtree.com/investments/blog</a>--Timestamps: (00:00) Introduction &amp; "WisdomTree Ad"(01:19) Breaking Down The Fed Minutes(07:12) Europe Is Showing Signs of Disinflation(10:41) The China Reopening(13:32) Feature Interview: Nitesh Shah(17:07) How A Chinese Reopening Will Impact Commodities(20:09) The Divergence Between Gold &amp; Oil(23:33) Oil Supply &amp; Demand In A 2023 Recession(26:46) “Curve Ad”(27:56) The Commodity Supercycle(32:39) How Russia &amp; Ukraine Is Effecting Global Commodity Markets(35:05) Nitesh's Actionable Trade Idea(41:16) Closing Thoughts(42:56) Post Interview: Final Thoughts--Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research &amp; speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

The Chinese Reopening: Bullish Or Bearish Oil? | Nitesh Shah

Josh Young

Show from 2/18/22Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the consumer and producer price indexes, import prices, the Russia/ Ukraine situation, and more. Then, what is the current state of the demand and supply of oil? Jeremy Schwartz brings on an expert on oil and energy stocks. They get into the issue of underinvestment in oil and the lack of discovery over the years. Plus, trading through the futures market. What is the impact of backwardation in the oil and energy sector?Guests:Josh Young – Founder and Chief Investment Officer at Bison InterestsFor more on Bison Interests, visit their website: https://bisoninterests.com/ Follow Bison Interests on Twitter: @BisonInterestsFollow Josh on Twitter: @Josh_Young_1Nitesh Shah – Head of Commodities &amp; Macroeconomic Research, WisdomTree EuropeFollow Nitesh on LinkedIn: https://www.linkedin.com/in/nitesh-shah-7150162/?originalSubdomain=uk Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz Hosted on Acast. See acast.com/privacy for more information.

Show from 2/18/22Wharton Finance Professor Jeremy Siegel kicks off the show with his market update discussing the consumer and producer price indexes, import prices, the Russia/ Ukraine situation, and more. Then, what is the current state of the demand and supply of oil? Jeremy Schwartz brings on an expert on oil and energy stocks. They get into the issue of underinvestment in oil and the lack of discovery over the years. Plus, trading through the futures market. What is the impact of backwardation in the oil and energy sector?Guests:Josh Young – Founder and Chief Investment Officer at Bison InterestsFor more on Bison Interests, visit their website: <a href="https://bisoninterests.com/" rel="noopener noreferrer nofollow" target="_blank">https://bisoninterests.com/</a> Follow Bison Interests on Twitter: @BisonInterestsFollow Josh on Twitter: @Josh_Young_1Nitesh Shah – Head of Commodities &amp; Macroeconomic Research, WisdomTree EuropeFollow Nitesh on LinkedIn: <a href="https://www.linkedin.com/in/nitesh-shah-7150162/?originalSubdomain=uk" rel="noopener noreferrer nofollow" target="_blank">https://www.linkedin.com/in/nitesh-shah-7150162/?originalSubdomain=uk</a> Follow WisdomTree on Twitter: @WisdomTreeETFsFollow Jeremy Schwartz on Twitter: @JeremyDSchwartz Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Behind The Markets Podcast: Josh Young & Nitesh Shah

With inflation running hot around the world, gold prices should be well over $2,000, according to Nitesh Shah, director of commodity research at WisdomTree.Monday, in the latest Kitco News commodity podcast with Neils Christensen, editor of Kitco News, and Phillip Streible, chief market strategist at Blue Line Futures, Shah noted that consumer inflation is currently at 7%, its highest level in 40 years, at the same time European inflation has risen to 5%.

With inflation running hot around the world, gold prices should be well over $2,000, according to Nitesh Shah, director of commodity research at WisdomTree. Monday, in the latest Kitco News commodity podcast with Neils Christensen, editor of Kitco News, and Phillip Streible, chief market strategist at Blue Line Futures, Shah noted that consumer inflation is currently at 7%, its highest level in 40 years, at the same time European inflation has risen to 5%.

Gold price should be above $2,000 as inflation 'screams red hot' - WisdomTree's Nitesh Shah