MI253: The Bull Case For Commodities w/ Lucas White
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Commodity Super Cycle - What Happened to Tap Backs?
Inflationary pressures on commodity production side of things. Companies wanted to capitalize on those high commodity prices and rake in profitability associated with it. There was a tremendous amount of what in retrospect ended up being over-investment. The investment community, generally speaking, went to these companies and said, "You have no idea what you're doing"
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