Commodity Culture, Released on 5/31/24

Grant Williams points out that while markets are extraordinarily complicated, with a massive amount of unknowable information, the theme he is currently watching centers around commodities and why they are set to outperform up ahead. Grant argues that insane levels of government debt, looming and persistent inflation, and geopolitical chaos are driving commodity prices across the board, both in developed and emerging markets.

00:00 Introduction
01:22 Perfect Setup for Commodities
24:00 Finding Logic in Market Insanity
34:08 Is China Uninvestible Right Now?
41:34 Thoughts on Emerging Markets

Grant Williams is a portfolio and strategy advisor to Vulpes Investment Management in Singapore and an Advisor to Matterhorn Asset Management in Switzerland and the founder and publisher of Things That Make You Go Hmmm… and the Grant Williams Podcast. Grant has decades of experience in finance on the Asian, Australian, European and US markets and has held senior positions at several international investment houses, including Robert Fleming, UBS and Credit Suisse.

  commodities, copper, gold, Grant Williams, inflation, investing