Has A Commodities Bull Market Super Cycle Started? If So, How Do You Invest In It?

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بواسطة Money For the Rest of Us and J. David Stein، اكتشفه Player FM ومجتمعنا ـ حقوق الطبع والنشر مملوكة للناشر وليس لـPlayer FM، والصوت يبث مباشرة من خوادمه. اضغط زر الاشتراك لمتابعة التحديثات في Player FM، أو ألصق رابط التغذية الراجعة في أي تطبيق بودكاست آخر.

What causes secular bull and bear markets in commodities. What factors suggest a new commodities bull market has started and how can investors participate. What are the risks.

Topics include:

  • What is a bull and bear market
  • How long have earlier commodity bull and bear markets lasted and what were the returns
  • What led to the current commodity bear market that began in 2011
  • How shareholder revolts and ESG mandates have contributed to reduced investment in the commodities space, contributing to the rebound in commodity prices
  • Why natural gas prices are so much higher in Europe than the U.S.
  • How the shift to electric vehicles is driving the demand for commodities
  • What are five ways to participate in a commodities bull market

For more information on this episode click here.

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Show Notes

Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High - Odd Lots - Bloomberg

NGP Energy Capital

Research—Strategas Securities

The Energy Blame Game and Other False Narratives—Energy Income Partners

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351: How to Profit From Carbon Investing While Combatting Climate Change

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