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Navigating Trump 2.0: Part 1 - Signal vs Noise with Nick Kumleben
Manage episode 477260620 series 2937917
The commodities sector faces a new and uncertain world. In this episode, we look at how to understand and how to navigatethe new Trump administration and its impact on domestic and global markets, particularly around energy and commodities using analogies from history. What is signal…and what is noise. Our guest is Nick Kumleben. Nick is the energy and commodities director at Greenmantle, the advisory firm founded by Niall Ferguson, focused on geopolitical and macroeconomics, taking a deep understanding of history, to learn the lessons that can be applied to today's world. They advise funds, traders, and governments.
For more on experts and advisors that can support decision making in energy & commodities visit: www.encoinsights.com
267 episodes
Manage episode 477260620 series 2937917
The commodities sector faces a new and uncertain world. In this episode, we look at how to understand and how to navigatethe new Trump administration and its impact on domestic and global markets, particularly around energy and commodities using analogies from history. What is signal…and what is noise. Our guest is Nick Kumleben. Nick is the energy and commodities director at Greenmantle, the advisory firm founded by Niall Ferguson, focused on geopolitical and macroeconomics, taking a deep understanding of history, to learn the lessons that can be applied to today's world. They advise funds, traders, and governments.
For more on experts and advisors that can support decision making in energy & commodities visit: www.encoinsights.com
267 episodes
All episodes
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1 The Trump Administration’s Global Energy & Commodities Policy with Robert Johnston 56:24

1 Tariffs, Metals and Force Majeure with Guy Winter 42:44

1 Navigating Trump 2.0: Part 2 - Trading Cognitive Dissonance with Nick Kumleben 48:25

1 Navigating Trump 2.0: Part 1 - Signal vs Noise with Nick Kumleben 46:55


1 Challenging Energy Narratives with Jarand Rystad 51:37


1 Notes from The FT Commodities Global Summit 2025: Uncertainty, Security and Opportunity 18:44

1 Powering the Data Center Arms Race with Adam Mirick 53:02

1 ESG is dead…Long Live ESG! with Anastasia Kuskova 44:51

1 The Democratization of Oil Trading with Greg Newman 50:59

1 Challenge, Crisis and Leadership in Asset-Backed Trading with Savvas Manousos and Niels Henrik Lindegaard 57:15

1 Argus Crude Summit: Shifting landscape of crude oil trading with Peter Keavey and Paul Chapman 35:21

1 Building an Asset-Backed Trading Platform with Savvas Manousos and Niels Henrik Lindegaard 1:05:35

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