Today Cem Karsan and I are diving into a pretty intense topic today: the looming potential for a monetary regime change that feels like it's right around the corner. We're talking to Adam Rozencwajg about how the shifts in global commodity dynamics, particularly in natural resources like oil and gas, are becoming a lot clearer as supply constraints tighten up. It's all about recognizing the signs, and we believe that the next six to nine months will be crucial for investors looking to ride this wave. We’re also throwing around some serious thoughts on how geopolitical factors are impacting these markets, especially regarding energy security. So grab a seat, because we're about to unpack why you should be paying attention to these developing trends and what they could mean for the future of commodities.
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Episode TimeStamps:
02:32 - A big picture framework - what has changed since our last conversation?
09:32 - Why are commodities so cheap today?
17:03 - Why is now the moment to go long?
31:04 - We are in a huge carry trade
47:04 - Commodities are taking over another role
51:15 - Where are the greatest opportunities in rare metals?
58:40 - It will end badly for millennials
01:04:09 - Conspiracy theories in the gold industry
01:06:55 - The outlook for the U.S energy market
01:14:02 - Europe is in a difficult energy spot
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