
Commodities: A View from Wall St with Shaia Hosseinzadeh
About this episode
Today, we return to the subject of investing in the global commodities markets. What are the key narratives out there on Main Street, Wall street and K Street and how are they shaping opportunities? How can you sort narrative from thesis? How does policy volatility and geopolitical volatility impact investments? And in a potential return to 1970s -style stagflation, what does that mean for commodities and portfolio theory? Our guest is Shaia Hosseinzadeh, Founder and Chief Investment officer of OnyxPoint Global Management LP, an alternative asset manager focused on businesses serving the commodities sector.
For more on OnyxPoint visit: https://www.onyxpointglobal.com/our-firm
For the Argus Global Markets Conference sign up here: https://www.argusmedia.com/en/events/conferences/global-markets-conference
Get every episode summarized
Each time The HC Commodities Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The HC Commodities Podcast

Spice: the commodities that shaped the modern world with Roger Crowley
The HC Commodities Podcast

Molecule Contagion with Jeff Currie
The HC Commodities Podcast

The Strait of Hormuz and Asia with Tom Reed
The HC Commodities Podcast

Gulf War 3 and Global Financial Crisis 2? Special with Nick Kumleben
The HC Commodities Podcast