Episodes
Investec Head of Commodities Callum Macpherson looks what’s driving the oil price recovery, and whether it is sustainable. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 04/29/24
Published 04/29/24
Investec Head of Commodities Callum Macpherson discusses market reaction to the Israel/Iran conflict and the oil price outlook. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 04/22/24
How have energy markets reacted to the news of the Iranian strike on Israel on Saturday? And the latest from International Energy Agency report with Investec Head of Commodities Callum Macpherson. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 04/15/24
Brent has continued higher recently and broke 90$/b at the end of last week. Investec Head of Commodities Callum Macpherson discusses what has brought the market to these levels. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 04/08/24
Investec Head of Commodities Callum Macpherson discusses the Brent’s rally, breaking 87$/b last week. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 03/25/24
Investec Head of Commodities Callum Macpherson discusses higher oil prices and the latest International Energy Agency report. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 03/18/24
Brent is down at the bottom of its recent range again this morning. Investec Head of Commodities Callum Macpherson discusses the reasons behind this. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 03/11/24
Over the weekend OPEC+ announced that their cuts would be extended to the end of June, but this has not moved the market. Investec Head of Commodities Callum Macpherson discusses why OPEC+ did this and why has the market not reacted. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment...
Published 03/04/24
Investec Head of Commodities Callum Macpherson looks at the risk premium in the oil market, and OPEC’s response. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 02/26/24
Investec Head of Commodities Callum Macpherson looks at the latest International Energy Agency report published last week. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 02/19/24
Investec Head of Commodities Callum Macpherson discusses the latest Brent moves and the drivers behind it. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 02/12/24
The US attacked sites of Iranian backed groups across Iraq and Syria over the weekend, but this has not lifted oil prices this morning. Investec Head of Commodities Callum Macpherson looks at the reasons behind this. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 02/05/24
The attack on a US base in Jordan has increased worries in the oil markets and Brent has broken through 84 $/b. Investec Head of Commodities Callum Macpherson discusses what this means for the oil market. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 01/29/24
Investec Head of Commodities Callum Macpherson looks at the attack on a Russian fuel plant in the Baltic and the impact on oil prices. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 01/22/24
Investec Head of Commodities Callum Macpherson discusses the year ahead for the oil market. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 01/15/24
The Investec energy market has returned with season 2. In the first episode, Investec Head of Commodities Callum Macpherson looks at the last few weeks in the oil market, including the impact of the Houthi attacks in the Red Sea. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 01/08/24
Investec Head of Commodities Callum Macpherson looks back on the 2024 key events and what the outlook for 2024 is. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 12/11/23
The delayed OPEC+ meeting took place last Thursday. Investec Head of Commodities Callum Macpherson discusses what was discussed. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 12/04/23
The weekend OPEC+ has been postponed. Investec Head of Commodities Callum Macpherson explains why this has happened. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 11/27/23
In the latest episode of Investec’ Fintech Podcast, Mark James is in conversation Conrad Ford, Chief Product and Strategy officer at the challenger bank Allica, the moats that Allica has built, the outlook for the UK Fintech sector and his views on the SME lending landscape.
Published 11/23/23
Last week saw further falls in oil and Brent reached a low of 76.60 $/b. Against this backdrop of weak prices, OPEC+ are meeting on this coming weekend. Investec Head of Commodities Callum Macpherson discusses how might they react to recent developments. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and...
Published 11/20/23
The selloff in oil markets accelerated last week and Brent touched 79.20 $/b. Head of Commodities Callum Macpherson looks at the outlook. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 11/13/23
Oil prices have softened again as the market seems to be increasingly confident that the war in Gaza will not disrupt supplies. Investec Head of Commodities Callum Macpherson looks at the dynamics at play. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 11/07/23
In spite of the developments in Gaza, oil prices have not been moving much. Head of Commodities Callum Macpherson explains why. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice.
Published 10/30/23