EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      

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.