What causes secular bull and bear markets in commodities. What factors suggest a new commodities bull market has started and how can investors participate. What are the risks.
Topics include:
- What is a bull and bear market
- How long have earlier commodity bull and bear markets lasted and what were the returns
- What led to the current commodity bear market that began in 2011
- How shareholder revolts and ESG mandates have contributed to reduced investment in the commodities space, contributing to the rebound in commodity prices
- Why natural gas prices are so much higher in Europe than the U.S.
- How the shift to electric vehicles is driving the demand for commodities
- What are five ways to participate in a commodities bull market
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Show Notes
Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High - Odd Lots - Bloomberg)
NGP Energy Capital)
Research—Strategas Securities)
The Energy Blame Game and Other False Narratives—Energy Income Partners)
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