The Price of Time with Edward Chancellor
The HC Commodities Podcast
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Commodities - Is That a Bullish Outlook?
I think over the median term, interest rates will be kept low in real terms. And that means inflation is likely to run away a bit just as it did in the 1970s. So if you have a period of underinvestment in commodities at a time when inflation is possibly going to be running hot for several years and interest rates kept below the rate of inflation, that should be a pretty bullish outlook for commodities. I say one other thing is that as the bubble bursts in this sort of virtual wealth, you get this shift from purely speculative assets like cryptocurrencies into real assets. That's quite bullish.
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