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

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

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.

Sponsors

LinkedIn - post your job for free by using this link

Policygenius

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


Related Episodes

296: Why Negative Prices Exist and What Can They Teach Us

340: Climate Change, ESG, and What Should Investors Do?

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

382: Is A Famine Next? Food Inflation, Food Riots, and Investing in Commodities and Other Real Things


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jaksot(571)

Do Retiring Baby Boomers Actually Move Markets? And How Much Do Demographics Really Matter

Do Retiring Baby Boomers Actually Move Markets? And How Much Do Demographics Really Matter

As Baby Boomers continue to retire, some analysts expect financial markets to feel the strain. We examine whether demographic shifts truly shape stock and bond returns, or what other factors matter mo...

10 Joulu 202523min

Burnout, Breaks, and the Courage to Spend with David Bach

Burnout, Breaks, and the Courage to Spend with David Bach

David converses with best-selling author David Bach about preventing burnout through sabbaticals, moving to another country, why retirees should take Social Security as early as possible, and Bach's i...

19 Marras 202542min

Sports Betting Is Not Investing

Sports Betting Is Not Investing

Can you really make money sports betting on low-risk, high-probability events?Topics covered include:The growing size and influence of the U.S. sports betting marketRecent sports betting scandalsHow s...

12 Marras 202520min

Hoarding, FOMO, and Zcash: A Private Bitcoin

Hoarding, FOMO, and Zcash: A Private Bitcoin

What’s the difference between hoarding and investing? There’s a reason markets built on productive assets—like stocks and bonds—are far larger than hoarding markets such as gold and cryptocurrency. In...

29 Loka 202521min

Don’t Take Financial Advice from AI

Don’t Take Financial Advice from AI

How AI gets simple finance wrong, and how to make it work for you, not mislead youTopics covered include:How AI ignores the time value of moneyA detailed example of ChatGPT misleading by making a simp...

22 Loka 202526min

Debasement Fears or Meme Fever? What’s Driving the Gold and Silver Rally

Debasement Fears or Meme Fever? What’s Driving the Gold and Silver Rally

Are gold and silver up more than 50% in 2025 because investors fear currency debasement, or is this rally just the latest meme trade? In this episode, we explore the supply and demand forces behind go...

15 Loka 202518min

Beyond Munis — New ETFs for Tax-Efficient Bond Investing

Beyond Munis — New ETFs for Tax-Efficient Bond Investing

How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis.We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable in...

8 Loka 202526min

Money for the Rest of Us Update

Money for the Rest of Us Update

This week there isn’t a regular Money for the Rest of Us episode, but David shares an update on what’s happening behind the scenes. He previews an exclusive Plus member livestream on the forces shapin...

24 Syys 20256min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
rss-rahapodi
mimmit-sijoittaa
ostan-asuntoja-podcast
rss-rahamania
rss-sisalto-kuntoon
rahapuhetta
sijoituspodi
herrasmieshakkerit
rss-laakispodi
rss-bisnesta-bebeja
rss-karon-grilli
rss-draivi
rss-sami-miettinen-neuvottelija
rss-lahtijat
rss-seuraava-potilas
rss-paasipodi
rss-tyoelamasta-podcast
rss-myynnin-mehustamo