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

The commodities sector faces a new and uncertain world. In this episode, we look at how to understand and how to navigate the 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.