Behind the Markets Podcast: Doomberg
Behind the Markets Podcast
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The Super Cycle in the Commodities
I generally bearish the phrase super cycle. I think historically when people are using that word, it's probably a contraindicator that the top might be closer than the bottom. We miss a lot of opportunities because we just don't believe such stuff and such stuff can go on for a very long time. Wall Street is always looking for the next thing. AI is currently the next things. If you would have asked us whether the AI hype would have been as pronounced as it has been when NVIDIA first pulled its magic in the last quarter, we would have been the first to tell you that A, we don't know and B, if forced to push, we would fade it.
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