Maggie Lake Talking Markets Episode 61: Are Commodities Grossly Undervalued? With Mish Schneider.
8 snips
Jun 10, 2025 Mish Schneider, Chief Strategist at MarketGauge.com, joins to share her insights on why she believes commodities are currently "grossly undervalued." She dives into tactical opportunities across various sectors, including uranium, silver, and soybeans. The conversation touches on signs of stagflation, the implications of large fiscal bills, and even a bit of optimism for electric vehicle stocks like Tesla and Rivian despite market noise. Mish emphasizes a proactive approach to trading amidst geopolitical tensions and evolving economic trends.
AI Snips
Chapters
Transcript
Episode notes
Commodities Are Grossly Undervalued
- Many commodities like silver, oil, copper, and soybeans are currently undervalued with tactical opportunities. - Geopolitical tensions and tariff impacts add to the fundamental reasons supporting this undervaluation.
China's Commodity Demand Persists
- China's economic demand for commodities remains strong despite assumptions about its economy slumping. - China’s long-term planning focuses on feeding its population and energy transition, which sustains commodity demand.
Be Selective In Commodity Investing
- Focus on selective commodities like silver, gold, platinum, and copper for trading opportunities. - Watch commodity ETFs like DBA and DBC for signals of broader commodity strength without a runaway market yet.