Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 4min
Is There a Rotation in the Markets?
03:39 • 4min
Commodity Markets - Are We in a Commodities Supercycle?
08:08 • 5min
Oil - Is This a Pandemic?
13:32 • 3min
Are You Watching the Global Economic Story as Much for Your Commodity Forecast as You Are That Sort of Climate Part
16:18 • 2min
We're Going to Make a Lot of Money, So We'll Do This Anyway.
18:31 • 4min
Aluminum
22:30 • 4min
Is the Dollar Going to Kill Us on the Upside?
26:21 • 2min
Are You Getting Rid of Uranium Prices? Is That a Real Crystal Ball Question?
28:46 • 2min
The Uranium Eating Monster, You Know?
31:07 • 2min
The Big Corn Trade, Where Your Hearts Pounded
33:08 • 2min
The Most Important Headline for Stevie Con
35:19 • 2min