Commodity Culture, Released on 11/8/23

Legendary investor Grant Williams doesn’t currently see generalist investors shifting their portfolios from overvalued tech stocks and into commodities, and he says that’s good news if you want to be early to the party. Grant believes we will see more capital flow into gold, silver, energy, and uranium and if you have a long-term mindset, positioning yourself now makes a lot of sense.

00:00 Introduction
00:53 Grant Williams Origin Story
02:44 Trends Investors Should Watch
05:40 Outlook For Energy
10:03 Collapse of Treasury Market
12:59 New Green Economy
17:34 Nuclear Energy and Uranium
20:48 Thoughts on Gold
25:26 Is Passive Investing Over?
30:05 Rotation From Tech to Commodities
32:05 Which Commodities Will Benefit?

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.