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Buy Hold Sell is a fast-paced business and investing podcast, bringing you stock tips and investment ideas every Friday and every second Monday. Join us as we quiz Australia’s top fund managers and investment analysts on a range of local and global stocks, as well as ETFs. Learn about the forces moving equities markets, the potholes you should avoid, and the companies going from strength to strength - all in 10 minutes or less. Whether you are new to investing or a seasoned professional, this podcast will get you thinking differently about markets.
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Friday Apr 11, 2025
Friday Apr 11, 2025
Recent weeks have delivered a fresh bout of volatility across global markets, driven by tariff tantrums, bending bond markets, and irritable investors. Nothing has been spared, not even commodities.
Prices for iron ore have softened, copper has been smashed, and coal has continued to come under long-term pressure. But as seasoned investors know, periods of weakness can often uncover the most compelling opportunities.
With that in mind, Livewire’s James Marlay sat down with two commodities specialists in Janus Henderson’s Daniel Sullivan and Seneca Financial’s Ben Richards to pick through the rubble.
They share their outlooks for key commodities, the forces shaping supply and demand, and where they’re finding value — both on the ASX and globally.
Please note this episode was filmed on 9 April 2025.
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