The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets
FexingoEach trading day, Lucas and Luna sit at a commodities-trading desk and examine the forces moving oil, gold, wheat, copper, and other raw material markets. They ground every conversation in the day's price action, inventory reports, weather patterns, geopolitical developments, and currency moves that drive supply and demand. Lucas brings the macro context — central bank policy shifts, manufacturing... more
| Publishes | Daily | Episodes | 78 | Founded | a month ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
Coffee futures have plunged 9.3% in the past week, even as the market digests the fallout from a devastating frost in Brazil's arabica-growing regions. Lucas and Luna examine why the fear trade is fading, the role of hedge fund positioning on the ICE... more
Crude oil has plunged over 7% in the past five days even as a tanker was struck in the Strait of Hormuz amid escalating U.S.-Iran tensions. Lucas and Luna unpack the disconnect: why the market is shrugging off a supply chokepoint threat. They look at... more
Episode 76 of The Commodities Economy breaks down the coffee market's stunning rally in late June 2026, when coffee futures surged 3.5% in a single week even as crude oil, copper, silver, and cotton all tumbled. Lucas and Luna examine the weather-dri... more
In this episode of The Commodities Economy, Lucas and Luna unpack why crude oil prices dropped more than 7% in five days even as headlines warned of Iranian drone attacks on ships in the Strait of Hormuz. They examine the disconnect between geopoliti... more
Episode 74 of The Commodities Economy drills into a striking divergence in June 2026: corn futures are up 7.7% in the last five days while wheat and soybeans barely move. Lucas and Luna unpack the data behind the move – from ethanol blending mandates... more
Episode 73 of The Commodities Economy looks at the soybean rally that has pushed prices up 3.7 percent in a week, while corn has barely moved. Lucas and Luna dig into the crop-cycle dynamics driving the divergence: a wet spring in the Midwest delayed... more
On this episode of The Commodities Economy, Lucas and Luna break down a striking divergence in the grain pits: soybeans are up nearly 2 percent over the past week while corn has barely budged. They examine the specific drivers behind soybean's streng... more
In this episode of The Commodities Economy, Lucas and Luna break down why soybeans are surging while most other commodities—crude oil, copper, silver—are in a steep sell-off. As of June 24, 2026, soybeans are up 1% on the week, bucking the trend. The... more
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
Two hosts run a data-driven daily breakdown of commodity markets, grounding every discussion in price action, inventories, weather patterns, geopolitical developments, and currency moves. Episodes span oil, gold, wheat, copper, natural gas, and other raw materials, with a structured approach: macro context from policy and freight costs and micro implications from supply disruptions and production news. The show emphasizes actionable takeaways for investors, procurement professionals, and traders—focusing on where price action is likely to head, key inflection points, and how to think about positioning, risk, and opportunities in each cycle. Noteworthy is the clear emphasis on structural trends over hype, plus practical signals to monitor (l... more
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this podcast launched a month ago and published 78 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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