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
SUPPORT MANECO64:
Use promo code maneco64 to get a 0.5% discount on physical gold and silver bullion purchases at https://www.goldinvestments.co.uk/
GlintPay App, Save and Spend in Gold - Use referral code MarioGlint79
https://glintpay.com/
Teespring Store: https://teespring.com/en-GB/stores/maneco64
https://www.paypal.me/maneco64
https://www.patreon.com/maneco64
DISCLAIMER: I am not a financial adviser. I only express my opinion based on my experience. Your experience may be different. These videos are for educational and inspirational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. There is no guarantee of gains or losses on investments.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. We recommend them because they are helpful and useful, not because of the small commissions we make if you decide to use their services. Please do not spend any money on these products unless you feel you need them or that they will help you achieve your goals.
-
28:43
Stephen Gardner
5 hours ago🔴BREAKING: Obama is TERRIFIED of THIS COVER UP Leaking!
46.5K197 -
35:29
Candace Owens
8 hours agoWhy I Left This Religion | Candace Ep 16
58.1K127 -
1:00:59
Lou Dobbs
8 hours agoLou Dobbs Tonight 7-1-2024
69.4K66 -
1:48:30
Donald Trump Jr.
13 hours agoJill & Joe Have Dems Pressing the Panic Button, Taking Your Questions live! | TRIGGERED Ep.150
199K377 -
2:36:18
WeAreChange
8 hours agoBlack Sex Magic Explained... And Elite Satanic Pedo Culture Exposed!
83.5K37 -
50:14
Kimberly Guilfoyle
11 hours agoLandmark Supreme Court Immunity Case, Plus Dems' Prop 47 Madness, Live with Jesse Binnall & ASM Bill Essayli | Ep. 138
79K43 -
1:03:39
In The Litter Box w/ Jewels & Catturd
1 day agoBidens Blame Staff | In the Litter Box w/ Jewels & Catturd – Ep. 598 – 7/1/2024
120K66 -
7:03:22
Akademiks
16 hours agoDrake's Goons Run Down on Rick Ross in Vancouver! PND vs Chris Brown. Wunna a Rat? Foolio Alive?
150K29 -
13:32
Bearing
16 hours ago"Biden Totally Won" Lefties COPE HARD Over Trump Debate
47.1K39 -
1:58:14
Revenge of the Cis
10 hours agoEpisode 1346: Doctor Death
84.1K33