{"podcast":{"title":"The Investment Perspective, with Ninety One","slug":"the-investment-perspective-with-ninety-one-7065967","podcast_index_feed_id":7065967,"rss_url":"https://feeds.acast.com/public/shows/6704f63a835696b02f258dd3","website_url":"http://www.ninetyone.com","image_url":"https://assets.pippa.io/shows/6704f63a835696b02f258dd3/1729234066562-7bff2f09-4614-4f18-abdc-1ee1fdcfb86f.jpeg","author":"Ninety One","episode_count":97,"summary":"Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode. Ninety One is an authorised financial services provider. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-07-31T02:17:33.154263+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967"},"episode":{"title":"#74 When gold falls and oil calls the shots","slug":"74-when-gold-falls-and-oil-calls-the-shots","published_at":"2026-03-27T09:44:28+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/74-when-gold-falls-and-oil-calls-the-shots","show_page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/74","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69c6297ac2759aa9b1f89c7f/media.mp3","summary":"In a market where gold no longer behaves like a safe haven and oil is rewriting the rules, investors are being forced to rethink old assumptions. George Chevely unpacks the dynamics across precious and industrial metals, and explains why energy, not gold, may now be the dominant force shaping returns. Hosted on Acast. See acast.com/privacy for more information.","meta_description":"In a market where gold no longer behaves like a safe haven and oil is rewriting the rules, investors are being forced to rethink old assumptions. George C…","key_points":[],"chapters":[],"topics":[],"duration_seconds":519,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/74-when-gold-falls-and-oil-calls-the-shots/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/74-when-gold-falls-and-oil-calls-the-shots.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}