The Acquirers Podcast cover image

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

The Acquirers Podcast

00:00

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.

Play episode from 25:54
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app