What podcasts say about Jim Wiederhold

Every statement, with the speaker, the exact quote and the moment it was said.

What Jim Wiederhold has said on podcasts

46 statements · 28 positive · 9 negative · 2 mixed · 7 neutral

on commoditiesPositiveAug 26, 2026· Monetary Matters with Jack Farley
Commodities have strong broad-based tailwinds.
“there's just a clear ton of tailwinds for the commodities asset class”
Listen at 0:34
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on commodity complexPositiveAug 26, 2026· Monetary Matters with Jack Farley
Macro conditions and inflows are driving commodity price appreciation.
“it's all just driving more price appreciation across the commodity complex”
Listen at 2:44
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on GoldNeutralAug 26, 2026· Monetary Matters with Jack Farley
Gold typically consolidates after a major multi-year price spike.
“price action tends to spike. And then we have some sideways move and potentially consolidation over a few months to even a few years in gold”
Listen at 3:45
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on CopperPositiveAug 26, 2026· Monetary Matters with Jack Farley
Copper faces scarcity amid energy-transition and AI data-center demand.
“copper in particular, it... It has scarcity. It's the projected demand from the energy transition from renewables, but also data center build out with AI”
Listen at 4:00
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on copper minesNegativeAug 26, 2026· Monetary Matters with Jack Farley
Meeting copper demand requires new mines that can take 10–15 years to produce.
“in order to meet that demand we need to increase supply and sometimes it takes up to 10 15 years to create a new new mine new metal mine from discovery to actually be able to produce”
Listen at 5:40
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on commodity productionPositiveAug 26, 2026· Monetary Matters with Jack Farley
Higher commodity prices incentivize producers to increase production.
“with increased prices and when you have a very high price for any commodity that incentivizes production”
Listen at 7:14
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on CopperPositiveAug 26, 2026· Monetary Matters with Jack Farley
Supply disruptions and rising costs have pushed copper to all-time highs.
“that's why you're seeing these all-time high prices in copper in particular”
Listen at 8:31
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on traded metalsPositiveAug 26, 2026· Monetary Matters with Jack Farley
Global demand for traded metals has increased.
“there's definitely been a global increase in demand”
Listen at 9:46
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on U.S. renewable energyPositiveAug 26, 2026· Monetary Matters with Jack Farley
U.S. renewable-energy growth has suffered only a temporary setback.
“over the long term it's it's definitely just been a hiccup in in the trend over the over the long term”
Listen at 10:37
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on U.S. renewable energyNegativeAug 26, 2026· Monetary Matters with Jack Farley
U.S. renewable energy will remain volatile through 2028.
“it's just going to be volatile at least until 2028 for now in the US”
Listen at 11:20
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on silverNeutralAug 26, 2026· Monetary Matters with Jack Farley
Industrial uses account for 60% of silver consumption.
“silver is... somewhat considered an industrial metal because 60 percent of its use is industrial in nature”
Listen at 11:47
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on solar panelsNegativeAug 26, 2026· Monetary Matters with Jack Farley
Replacing silver with copper makes solar panels less efficient.
“you're having less efficient solar panels if you do that”
Listen at 14:11
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on silverNegativeAug 26, 2026· Monetary Matters with Jack Farley
Silver’s late-January price surge was unsustainable short term.
“this move was clearly something that... is unsustainable in the short term”
Listen at 15:04
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on silverMixedAug 26, 2026· Monetary Matters with Jack Farley
Silver could spike again, but current positioning does not expect it.
“There's always potential for things to spike again. But as of now, people aren't necessarily thinking that's going to happen”
Listen at 16:11
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on GoldPositiveAug 26, 2026· Monetary Matters with Jack Farley
Increased central-bank gold buying usually precedes higher gold prices.
“as soon as you see big pickups in central bank buying, that's like a usually pretty good. indicator that the price is going to go higher”
Listen at 18:21
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on raw materialsNegativeAug 26, 2026· Monetary Matters with Jack Farley
A global-growth slowdown would reduce demand for raw materials.
“unless you're calling for a recession and you think global growth is going to slow down there's gonna be less need for raw materials”
Listen at 18:37
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on industrial real assetsPositiveAug 26, 2026· Monetary Matters with Jack Farley
Industrial real assets have performed well as inputs to the global economy.
“I think most of these real asset types that are that are actually the inputs to our global economy i think those are the ones that are They have done well.”
Listen at 18:43
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on copper, aluminum, and nickelPositiveAug 26, 2026· Monetary Matters with Jack Farley
Copper is up about 15% year-to-date; aluminum and nickel are also performing.
“copper's up over about 15 on the year aluminum and nickel are doing okay”
Listen at 19:24
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on solar energyPositiveAug 26, 2026· Monetary Matters with Jack Farley
Solar energy is now among the cheapest energy alternatives.
“the cost of solar energy is finally one of the cheapest out of all the alternatives out there for the first time ever”
Listen at 19:51
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on grainsPositiveAug 26, 2026· Monetary Matters with Jack Farley
Grain commodities are performing well.
“the grains are performing well”
Listen at 24:23
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on Chicago wheat and Kansas wheatPositiveAug 26, 2026· Monetary Matters with Jack Farley
Chicago and Kansas wheat prices are up more than 25%.
“Chicago wheat, Kansas wheat, up over 25% each”
Listen at 24:48
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on grain pricesMixedAug 26, 2026· Monetary Matters with Jack Farley
Grain prices could rise then pull back on improved crop news.
“we could have these moves higher and then a pullback if we get even some better news on the next crop cycle”
Listen at 25:33
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on CornPositiveAug 26, 2026· Monetary Matters with Jack Farley
Lower fertilizer use could cause future corn-price appreciation.
“that could lead to potential issues and corn price appreciation in the future”
Listen at 27:25
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on wheatPositiveAug 26, 2026· Monetary Matters with Jack Farley
Black Sea shipping disruptions could increase wheat prices.
“that could lead to increased wheat prices from here potentially”
Listen at 28:56
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on crude oilNegativeAug 26, 2026· Monetary Matters with Jack Farley
Crude oil has limited near-term upside incentive.
“oil probably has the least incentive to move higher here”
Listen at 29:54
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on cocoaPositiveAug 26, 2026· Monetary Matters with Jack Farley
Cocoa could spike higher again if African crop risks worsen.
“Cocoa could be... something that could potentially spike back up again”
Listen at 31:12
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on industrial metalsPositiveAug 26, 2026· Monetary Matters with Jack Farley
Jim remains bullish on industrial metals, especially copper and aluminum.
“I do like the industrial metals. I still like that call. Copper is clearly trending higher, aluminum is following.”
Listen at 31:19
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on commodity marketPositiveAug 26, 2026· Monetary Matters with Jack Farley
The commodities market is in a commodity supercycle.
“I think we really are”
Listen at 31:52
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on commoditiesPositiveAug 26, 2026· Monetary Matters with Jack Farley
Investors should hold a small commodity allocation.
“it's a good time to have a small piece of allocation to commodities in a portfolio”
Listen at 32:29
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index
on Bloomberg Commodity IndexPositiveAug 26, 2026· Monetary Matters with Jack Farley
BCom historically rose 5% quarterly and 15% annually after gold reached highs.
“every time gold made a new all-time high over the last six decades. If you looked at BCom, it rose 5% over the next quarter and 15% over the next year.”
Listen at 32:53
Open the episode · The Commodity Bull Market Is Broadening | Jim Wiederhold on Copper, Grains, and Bloomberg Commodity Index

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.