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“In 6 to 12 Months, We’re Going To Have A Big Problem” | Eric Basmajian & Joseph Wang
Forward Guidance
The Supply and Demand of Industrial Commodities
When we study growth cycles or these acceleration to decelerations and growth the the industrial Commodities like copper are so incredibly Correlated to the cycle that it tends to just really overpower The supply narratives. We've seen a really precipitous decline in these commodities as the market has moved Into the slowdown view and it's toggling with the recession view Oil is much more prone to errant political shocks and geopolitical shocks which can happen during a recession or not So I have a little bit of sympathy for the supply view with oil less sympathetic on the industrials I think those go lower. As far as the demographics are concerned, I believe that aging demographics are slowing population growth ultimately ends up
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