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It's not whether commodities keep going up, it's whether they remain distinct and volatile with Tim Pickering of Auspice

The Derivative

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YO, Is It Dependent on the Supply Chain?

We were long equities, no equitis. The challenge was that nothing else was going on,. So summer of 20 20 made a little bit of excitement. It's not all dependent on the fed, like, there's actual real world things that are grond so that's back to that commodity slide i showed en your talk about the supercycle. But you got to be realistic about what they're going to do here. Is the fed raising rates going to fix the commodity problem as a really easy answer? And anybody who thinks that's that's the case has been fed, you know, a bunch of media garbage. That is not gong to fix the problem.

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