Forward Guidance

Bullish Commodities? Not So Fast | Lukas Kuemmerle

Apr 7, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
The Passion for Commodity Analysis
01:48 • 3min
3
The Bullish, Bearish, and Neutral Markets for Gold and Silver
05:01 • 3min
4
The Bearishness of Soybeans
08:18 • 3min
5
The Year-to-Date Performance of the Commodities
11:01 • 3min
6
The Seasonality of Oil
13:41 • 2min
7
The Importance of Seasonality in Natural Gas Prices
15:22 • 2min
8
The Stocks of US Crude Oil Are About to Surge
17:00 • 5min
9
How to Be a Commodity Bullish Investor
22:29 • 4min
10
The Invasion of Ukraine Changed Your Midterm View
26:15 • 2min
11
The Importance of Backwardation in Commodity Markets
27:48 • 3min
12
The Risks of Contango in Commodity Funds
30:42 • 2min
13
How to Confirm Breakouts in Natural Gas
33:05 • 2min
14
The Technical Reason for Your Soybean Meal Short
34:37 • 4min
15
The Future of Wheat Prices
38:14 • 3min
16
The Role of Shipping in the Price of Commodities
41:09 • 4min
17
Copper and Soft Commodities
44:46 • 4min
18
The Positive Correlation Between Commodities and the Dollar
48:51 • 2min
19
Germany's Vulnerability to Commodity Price Surges
50:34 • 3min
20
How Germany Can Cut Off Energy Exposure to Russia
53:14 • 2min
21
The Future of Cryptocurrencies
55:41 • 3min