The End of Globalisation Will Underpin a Major Commodity Bull Market.
#commodities #globalisation #supplychain #inflation #usa #russia #china #west #brics #energycrisis #war
Video chapters:
00:00 Introduction
00:38 UK Utility Price Cap and Powell Jackson Hole speech
03:22 The Fall of the Soviet Union
05:19 The seeds of globalization
06:00 The West exports inflation
08:31 Zoltan Pozsar says the West has divorced Russia and China
11:57 End of globalization, commodity intensity, and inflation
15:25 Tavi Costa of Crescat Capital has also been pointing to commodities underinvestment
17:16 Market update
22:58 Conclusion
Today we will refer to one of the top Wall Street analysts, Zoltan Pozsar from Credit Suisse, to see how the theme of a major and secular commodity bull market that we have been talking about in this channel for over two years.
maneco64 commodities bull market playlist: https://youtube.com/playlist?list=PLtbk62Ie_5SVod0UO1XL_Af9zmnuv7bZZ
Zoltan's latest research: https://plus2.credit-suisse.com/shorturlpdf.html?v=5amR-YP34-V&t=-1e4y7st99l5d0a0be21hgr5ht
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