EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

1 Episodes
101. Golden Opportunities in the Commodity Markets

14 Sep 25

Commodity Intelligence
James Burdass James Burdass Managing Partner & former CI Chairman James has been closely involved with Commodity Intelligence for many years, having known his predecessor for over 13 years and serving as Chairman of the firm since 2021. In 2024, James assumed full ownership of the business. This deliberate transition ensures continuity: their proprietary AI software remains fully intact, and the principles that define their work are unchanged. James’s career spans more than 25 years in commodities research, including 14 years on the buy side. He previously worked at Fidelity Institutional Asset Management, Morgan Stanley’s Private Client unit, and Mitsubishi UFJ Trust, where he covered the GPIF mandate — one of the world’s largest investment pools. This background underpins the independence and conviction behind the views you read each day.