GM42: What's Coming for Oil, Gas, Gold & Metals ft. Adam Rozencwajg
发布时间 2023-05-17 21:00:00 来源
摘要
If you're curious about the state of natural resources in today's market, this episode is for you. Our guest Adam Rozencwajg shares his insights on topics ranging including the state of the global commodity markets. Discover why oil is struggling to surpass $80 despite the OIL Put, OPEC's surprise production cuts, and China's reopening. We also explore why US and European Nat Gas prices have yet to converge, and the outlook for Gold as it sits close to all-time highs. Finally, we discuss the future of base metals and what we can expect in the coming months. Don't miss out on this engaging episode!-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----ATTENTION TTU TRIBE : SIGN-UP for Rick Rule's Symposium: Once in a life-time natural resource insights from the BEST investors in the world via a first-class livestream or Live event!Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Adam on Twitter.Episode TimeStamps: 02:37 - What has happened since our previous conversation?06:03 - Making sense of the oil market10:44 - Signs of a put on the oil market16:38 - The situation with natural gas25:13 - Has the gas situation been improved?32:42 - Nuclear energy - is it a viable solution?46:51 - The outlook for gold52:51 - The mechanisms of the capital cycles01:00:45 - The state of metals01:04:18...
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