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Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value

The Acquirers Podcast

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The Suppression of Commodities

Commodities have been essentially suppressed over the last, you can call it more than a couple of years. I think this is similar to what we saw in the 1910s, the 1940s, and 1970s. Technology sucked most of the capital flows from the commodity space at those times. But I think we've had enough of that now. It would be natural to see that trend reversing here in the median term and long term as well.

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