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.