Commodity Supercycles: What Are They, Why do They Matter, & How Should Investors Position For Them? скачать в хорошем качестве

Commodity Supercycles: What Are They, Why do They Matter, & How Should Investors Position For Them?

In our latest webinar (recorded 18th May 2023), we discuss the case for the commodity supercycle, and how investors can best position their portfolios in that environment. Chris Watling (CEO & Chief Market Strategist) discusses his thought process behind long-term commodity price cycles, the key drivers, their history and, with all that in mind, what investors can do to take advantage of them. Bradley Waddington (Commodities Specialist) covers the shorter to medium term fundamental outlook for four key commodity prices (oil, copper, iron ore and gold). In particular, he addresses where those commodity prices might be headed for the rest of 2023, and what factors are driving those forecasts. Some key questions addressed include: • What is a commodity supercycle? • When/why do commodity supercycles happen? • How is today's commodities environment linked to the current macro situation? • What is Longview’s current view on key commodities (e.g. oil, copper, iron ore & gold)? • How are commodity supercycles related to long secular cycles in markets? We conclude with questions from the audience. 00:00 Intro 01:27 A bit about Longview 03:57 Kondratieff, metallic standards, and Supercycle history 08:30 The last 100 years 11:40 Historical drivers 13:10 The current Supercycle 16:21 Brad opening 17:35 Oil 26:25 Copper 32:23 Iron Ore 36:09 Gold & precious metals 40:12 Back to the Supercycle 51:46 Conclusion 52:15 Q&A 52:31 EVs, electrification & metals 53:43 Does inflation lead prices or vice versa 55:22 View on inflation 56:25 Oil demand vs. the green energy transition 57:43 On copper reserves 59:22 Lumber prices 01:00:42 Tech, Dollar, Commodities 01:02:40 Aluminium, short & long term 01:03:40 India & Japan 01:04:58 Closing #commodity #commodities #cycle #war #supercycle #oil #gas #crudeoil #crude #demand #kondratieff #gold #copper #deflation #qe #stimulus #europe #bull #bear #history #analysis #markets #market #money #monetarypolicy #japan #china #supply