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Has A Commodities Bull Market Super Cycle Started? If So, How Do You Invest In It?
Manage episode 326773464 series 3234219
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
For more information on this episode click here.
Sponsors
LinkedIn - post your job for free by using this link
Show Notes
Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High - Odd Lots - Bloomberg
The Energy Blame Game and Other False Narratives—Energy Income Partners
Related Episodes
296: Why Negative Prices Exist and What Can They Teach Us
340: Climate Change, ESG, and What Should Investors Do?
351: How to Profit From Carbon Investing While Combatting Climate Change
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
490 jaksoa
Manage episode 326773464 series 3234219
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
For more information on this episode click here.
Sponsors
LinkedIn - post your job for free by using this link
Show Notes
Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High - Odd Lots - Bloomberg
The Energy Blame Game and Other False Narratives—Energy Income Partners
Related Episodes
296: Why Negative Prices Exist and What Can They Teach Us
340: Climate Change, ESG, and What Should Investors Do?
351: How to Profit From Carbon Investing While Combatting Climate Change
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
490 jaksoa
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