2min chapter

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Volatility Hits Main Street (EP.265)

Animal Spirits Podcast

CHAPTER

Commodity Price Signs - The Third Largest Decline in 90 Years

Some macro commodity people on some pod casts in recent months making the case that basically, these commodity companies are screaming buys still after they're like 300 %. It sounded so compelling to me that, like the price of aluminum, it's going to be into shortage for the next 15 years. I don't know what the next cycle naist. We've done every single cycle, it feels like, in the last 28 months. Call it. movies are back. Movies are dead, ok, and tam liat movies are dead. We'll save the fair.

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