In this episode of The Commodity Exchange, Nitesh and Mobeen get together to discuss the outlook for 2024 after an eventful 2023 for commodity markets.
(00:00) Intro and disclaimer
(01:46) Are commodities a late cycle performer?
(04:32) Will 2024 also be a good year for defensive commodities?
(09:47) China's economic outlook for next year
(16:38) Evolving production challenges the world faces for raw metals
(25:25) Can investors hedge themselves against unforeseeable risks when investing in commodities?
(29:51) Outro
(30:41) Disclaimer
You can follow our panellists on Twitter at:
Nitesh: https://twitter.com/NiteshShahWT
Mobeen: https://twitter.com/MobeenTahirWT
For EU Investors Only:
Learn more about commodities: https://www.wisdomtree.eu/en-gb/strategies/broad-commodities
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