What does a national election in Japan have to do with the cost of your gas—or your smartphone? More than you might think.

In this episode, we explore groundbreaking research from the Charles A. Dice Center that reveals how political uncertainty—especially around elections—can shake global commodity markets in powerful and predictable ways.

Join us as we unpack the theory, the data, and the real-world ripple effects of political events on prices, inventories, convenience yields, and even the so-called “safe haven” status of precious metals. You’ll learn how demand-side vs. supply-side political shocks differ, why markets don’t bounce back right after an election, and whether gold really protects you when things get rocky.

🔍 87 commodities. 12 countries. 60 years of data. One surprising takeaway after another.

Find the full research paper here: https://community.quantopian.com/c/community-forums/political-uncertainty-and-commodity-markets

For more quant-focused content, join us at ⁠⁠⁠⁠https://community.quantopian.com⁠⁠⁠⁠. There, you can explore a wealth of resources, connect with fellow quants, engage in insightful discussions, and enhance your skills through our extensive range of online courses.

Quant Radio is an AI-generated podcast, intended to help people develop their knowledge and skills in Quant finance. This podcast is not intended to provide investment advice.