Join "Why Commodities," hosted by James Cordier, a seasoned trader, author, and founder of Alternative Options and the Cordier Commodity Report. This podcast explores the world of commodity markets. James will explain how crude oil, gold, soybeans, and more drive the global economy. Learn how global events impact market trends and get insights into commodity fundamentals like supply and demand. "Why Commodities" aims to provide an alternative option to financial wisdom. Whether experienced in the market or just starting, James and his guests will help you understand an underused instrument to find new investment opportunities. Subscribe to "Why Commodities" now.
Short-Term Fear vs Long-Term Profits: The Truth About This Market
Are investors reacting to headlines instead of reality?
This content is for educational purposes only and does not constitute investment advice or a solicitation to trade. Futures and options trading involves substantial risk of loss and is not appropriate for all investors. Past performance is not indicative of future results, and only risk capital should be used.
In this episode of the Cordier Commodity Report, Joe Pardavila sits down with veteran trader James Cordier to break down what’s really driving oil, gold, silver, and the global economy right now.From rising tensions in Iran to massive volatility in the stock market, this conversation cuts through the noise and focuses on what matters: long-term fundamentals.
James explains why fear-driven decisions are hurting investors, how media narratives distort market behavior, and where real opportunities are forming in commodities.If you’re trying to understand where the market is headed next, this episode gives you a clear framework to think differently.⏱️
TIMESTAMPS
00:00 Intro: What’s really driving the markets
01:00 Politics vs markets: what changed
04:00 Tariffs, media pressure, and long-term strategy
06:00 Why investors panic at the wrong time
09:00 How oil impacts the entire economy
11:00 Global demand and why prices move
14:00 Long-term investing vs short-term noise
15:00 Where smart money finds opportunity
18:00 Portfolio mistakes investors make right now
22:00 How pros think about risk and clients
25:00 Media fear and market overreactions
27:00 Why gold, silver, and copper look attractive#Investing
17 Mar 2026TRANSCRIPT
Why Smart Investors Lose Money Following the Crowd | Commodity Expert James Cordier
Commodity expert James Cordier explains to host Joe Pardavila why smart investors lose money by following the crowd and how to identify true market signals.
10 Mar 2026TRANSCRIPT
How Energy and Gas Prices Move During Conflict
Oil prices jumped to $120 a barrel. Gas prices followed immediately. Most people blame conflict in the Middle East. Commodity trader James Cordier explains why the real story runs deeper.In this episode of the Courtier Commodity Report, host Joe Pardavila asks the question many people ask during market chaos. Why do prices rise instantly even when supply still exists?Cordier explains the role of trader psychology, media hype, global reserves, and investor panic. He also breaks down why gold and silver surged earlier in the year, why Bitcoin money moved into metals, and what oil prices likely look like months from now.
Topics include:
• Why oil jumped so fast
• The role of conflict in energy markets
• Panic buying and trader psychology
• China’s massive oil reserves
• Floating storage holding hundreds of millions of barrels
• Why prices rise fast but fall slowly
• The link between the dollar and commodities
• What copper reveals about the global economy
Whether this commodity boom tops soonIf you follow energy markets, commodities, or the global economy, this conversation gives a clear look at what drives the headlines.
Chapter Breakdown
00:00 Introduction
00:30 Where people actually buy gold
02:00 Oil prices explode to $120
03:30 Why metals surged earlier this year
04:30 Bitcoin money moving into gold and silver
05:00 Middle East conflict and market psychology
06:00 Do fundamentals support $120 oil
07:30 Floating oil storage and global reserves
09:00 Why markets react before facts appear
10:30 Media hype and panic buying
12:00 How fast prices fall after conflict ends
14:00 Why gas prices drop slower than they rise
15:00 Central banks and gold demand
16:30 The dollar’s influence on commodities
17:30 Trader psychology during volatile markets
19:00 The "Get Me Out" panic trade
20:30 Why traders struggle with emotional decisions
21:30 Commodity boom compared with the 2000s
23:00 Future oil supply from Iran and Venezuela
25:00 Stable oil price scenario ahead
26:00 Why copper matters for the global economy
27:30 Final thoughts
10 Feb 2026TRANSCRIPT
What Gold, Oil, and Copper Reveal About Inflation
Commodities trader James Cordier discusses with Joe Pardavila how gold, oil, and copper reveal insights about inflation and the real economy, emphasizing the importance of supply, demand, and incentives in understanding market dynamics in this interview.
5 Feb 2026TRANSCRIPT
What’s Actually Driving Gold, Silver, and Oil in 2026
Commodities trader James Cordier is interviewed by Joe Pardavila and analyzes the market forces driving gold, silver, and oil, explaining how to interpret market indicators and avoid common investment pitfalls.
10 Nov 2025TRANSCRIPT
Warren Buffett Does It Too: Selling Options on Commodities Explained
James Cordier of OptionSpreaders.com elucidates the advantages of selling options on commodities, highlighting its potential for consistent alpha generation and diversification, as well as its use by high net worth investors like Warren Buffet, in this interview.
26 Mar 2025TRANSCRIPT
Corn, Cattle, and Commodities: The Cow Guy’s Take on Agriculture, Markets, and the Future of Farming
Commodities expert Scott Shellady, "The Cow Guy," discusses corn and cattle markets with James Cordier, sharing insights on agricultural trends, market dynamics, and investment opportunities in this interview episode.
20 Feb 2025TRANSCRIPT
Brewing Profits: The Coffee Industry from Farm to Futures
Agronomist Jonas Leme Ferraresso discusses coffee farming in Brazil, including climate change challenges and technology's role, with James Cordier, offering insights into the coffee industry from production to trading in this interview.
16 Jan 2025
Powering 2025: Energy, Commodities, and Economic Opportunity with Phil Flynn
James Cordier interviews Phil Flynn, senior energy analyst, about the crucial role of energy in commodities markets, geopolitical influences, and evolving energy policies, offering insights into the future of energy and investment opportunities.
19 Dec 2024
Exploring Commodities: Judy Ganes on Coffee, Markets, and Long-Term Trends
Commodities analyst Judy Ganes shares her journey and insights on market shifts, the appeal of coffee, and climate change's impact on crops in an interview with James Cordier, offering valuable perspectives on commodities.
21 Nov 2024
Commodities 101: Learning from James Cordier’s Wins and Losses
James Cordier, founder of Alternative Options, shares his commodity trading journey and lessons learned from wins and losses with host Joe Pardavila in this interview.
Inside a recent episode
Why Smart Investors Lose Money Following the Crowd | Commodity Expert James Cordier
Published 17 Mar 2026 · Transcript excerpt
[…] You can't eat so be it can eat gold and you can't eat crude oil. But corn, soybeans and wheat feed the entire world. And Brazil and the United States are the largest producers of grains and protein such as soybeans. And the months of April, May and June are extremely critical to a feeding the world. If we have an extreme drought or we have too much rain where the planting season doesn't take place correctly, you're looking at perhaps a five or 10 or 15 % reduction in the supply of corn, soybeans and wheat. And that's a big deal. These three commodities do feed the population globally and the next 60 to 90 days will be very important to make sure that we can do that at a very economic price for all the importing nations. […]
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