4min chapter

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'Stocks To Suffer' As Cost Of Capital Rises But Earnings Fall | Tavi Costa

Wealthion - Be Financially Resilient

CHAPTER

The Importance of Long Commodities in the 60-40 Transition

The whole idea of the influx of capital into gold that tends to drive other commodities, they're all interconnected. The 60-40 transition will play a role into this movement towards those metals that are also going to benefit from the green revolution itself. Energy shortage, I think that's an important thing. Agricultural commodities have a shorter timeframe as far as the supply curve. You can get supply fixed much quicker than metals and metal mining.

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