Mitigating Risk in This High Valuation Environment w/ Tavi Costa
Real Vision: Finance & Investing
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The Dislocation of Commodities in Brazil
I like your comment about it being a way to play commodities, a different way to play the commodity investment theme because there's just not enough maybe liquidity in all those markets. So we know your time horizon. What would what would up end this and get you out of this trade? Well, my point about that was that if you see cap backs, the cap backs for most of those industries to surge and you start seeing major discoveries happen,. You start seeing the supply picture change completelyBecause the demand side, it will shift over time. It's more cyclical, much more elastic. The supply is a lot more in elastic.
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