
#996 - Are Commodities a Buy Here? | With Mish Schneider
Real Vision: Finance & Investing
Caution in Investing and Considering various Global Factors
Investors should pay attention to the underlying commodities rather than just producers, considering the manipulation in gold and the impact of countries like China and India accumulating gold. Each investment situation should be evaluated individually, as shown in the contrasting performance of oil companies and oil futures. Patience and a long-term perspective are crucial in investments, as exemplified by the discussion on Vietnam and China. China's long-term outlook and demand affect countries like Vietnam, emphasizing the need to consider multiple global factors when investing in emerging markets.
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