Top Traders Unplugged

GM58: Electric Dreams and Commodity Market Realities ft. Tor Svelland

Mar 13, 2024
Tor Svelland discusses global commodity markets, super cycles, energy transition impact, mis-pricings between equities and commodities, and geopolitical risks. They explore shifts in trading dynamics, opportunities in metals, oil, and shipping, and market disruptions from de-globalization. Insights on global demand, inflation trends, and impacts of energy costs and defense spending on commodity markets are shared.
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