Top Traders Unplugged

GM80: Doomsday Clock Ticks: Are We Close to a Monetary Shift? ft. Adam Rozencwajg

23 snips
Mar 5, 2025
Guest
Adam Rozencwajg
Adam Rozencwajg, an expert in natural resources and global macroeconomics, joins Cem Karsan for a deep dive into the urgent shifts in commodity markets. They discuss tightening supply constraints in oil and gas, emphasizing the coming months as pivotal for investors. The conversation also tackles the impact of geopolitical factors on energy security and global power dynamics, including the strategic importance of rare earth metals and the debates surrounding gold and Bitcoin as stores of value in these turbulent times.
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INSIGHT

Carry Regime Cycle

  • Radical undervaluation of commodities is a symptom of a larger cycle.
  • This cycle, a carry regime cycle, has driven commodity prices lower over the last 150 years.
INSIGHT

Technology's Impact on Commodity Prices

  • Technological advancements haven't driven commodity prices lower because they're not yet implemented.
  • Shale oil and gas, a disruptive technology, initially lowered prices but is now depleting.
INSIGHT

Timing the Commodity Market

  • The timing for investing in commodities becomes clearer with potential catalysts emerging.
  • Monetary regime changes historically end commodity undervaluation and start bull markets.
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