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Investing in Commodities and the Gold Ball
The book doesn't get too deep in commodities at all. It just sort of mentions the ones that are being used in products. One of the points I make in the book is that these sectors are connected and a few people look at them that way. So for example, what's going on the EV sector is going to affect the renewables energy sector because the growth and demand for batteries will ultimately lead to more energy storage. More renewables growth will affect green hydrogen industry because you need cheap power to produce green hydrogen. And it's very complex. Anyone who's in commodities that are affected by this transition needs to think about what’s going on a specific sector.