AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
6min chapter
Will A Recession End The Commodity Bull Market? | Rick Rule
Forward Guidance
Is There a Chance of a Recession?
The price of commodities is often very linked to economic growth. I think in the near term, commodity markets are probably more sensitive to that than anything else. The market a priced in the impact of a hiatus of supplies of these commodities from nurilsk. But that hiatus, at least thus far, hasn't occurred yet. So what you're seeing now, i think, is markets backing off from a hysteria engendered price increases. In the longer term, i think maybe you are seeing the markets anticipate the possibility, or even the probability, of a recession around higher interest rates. And one wonders if we had a reversion to mean in terms of interest rates, how the economy would
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode