Commodity Culture, Released on 7/26/23

Trader Ferg looks for hidden value in the most obscure and hated corners of the commodities sector, including coal, offshore oil, and tin, among others. Ferg breaks down the main commodities he’s currently investing in and why he believes they present an opportunity for those with the stomach to handle volatility.

00:00 Introduction
00:34 Trader Ferg Origin Story
02:31 Insane EU Energy Policy
07:25 Outlook for Oil
11:44 Natural Gas
13:50 Opportunity in Coal
18:32 Oil Tanker Stocks
22:07 Investment Thesis for Tin
26:07 Exiting Positions
32:04 Commodities Supercycle

Fergus Cullen, better known as Trader Ferg on Twitter, is a well known trader and investor who has the knack of finding multi-baggers. Ferg was an asset manager in Australia, before meeting his mentor who inspired him to get into trading. This set Ferg on a path of quitting his job before he was 30, managing other people’s money for a few years, to finally managing his own finances (on a beach in Bali).

  commodities, investing, trader ferg