Trump, Wars and Commodities (EN)

This episode explores how commodities have moved to the centre of
geopolitical competition. The speakers discuss how global
conflicts, shifting alliances and resource dependencies are
transforming the strategic importance of energy, metals and
critical minerals. The conversation highlights why supply
security is becoming a political battleground — and how these
developments influence market dynamics.


The panel examines the implications for investors, including
opportunities in resource-linked sectors, the role of
geopolitical risk in portfolio construction and the long‑term
structural trends shaping commodity markets. The discussion
provides a practical and forward‑looking perspective on how to
navigate commodities in an era defined by uncertainty and global
power shifts.


More podcast episodes and information:
www.finanz-ch.ch


Further information on participating companies:


Earth Resource Investments,
https://www.earthresourceinvestments.com

Baker Steel, https://www.bakersteel.com

Vontobel, https://www.vontobel.com

Finanz und Wirtschaft, https://www.fuw.ch



Disclaimer


DE: Der Inhalt dieser Folge dient der allgemeinen Information und
ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter
Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt
sich nicht um Anlageberatung.


 


EN: The content of this episode is for general information
purposes only and does not constitute a recommendation to buy or
sell specific financial instruments. All information is provided
without guarantee and does not constitute investment advice.