Demetri Kofinas is the host of the Hidden Forces podcast. His insightful interviews and commentary on financial markets, commodities, supply chains, and media have been a part of my learning for several months.
The Hidden Forces podcast:
https://hiddenforces.io/
His episode with Doomberg (the most recent out of many):
https://hiddenforces.io/podcasts/food-shortages-energy-security-doomberg/
Demetri Kofinas: The Rational and Irrational Markets