54 min listen
The Incoming Commodity Supercycle ( w/ Tian Yang and Simon White )
The Incoming Commodity Supercycle ( w/ Tian Yang and Simon White )
ratings:
Length:
53 minutes
Released:
Jan 16, 2021
Format:
Podcast episode
Description
Recorded on October 28, 2020. In a peer-to-peer conversation, Tian Yang and Simon White of Variant Perception explore how inflationary pressures could serve as rocket fuel for commodities such as gold and silver, as well as unloved hydrocarbons such as oil, gas, and even coal. White and Yang envision a world of "fiscal dominance" where huge budget deficits invite inflation the likes of which the U.S. hasn’t seen since the 1970s. In this inflationary regime, White and Yang argue, hard commodities will be a source of massive returns. Their thesis is also shaped by their theories on capital scarcity, in which the less capital is deployed in a sector, the greater potential for return. Key learnings: Tian Yang and Simon White argue the world is on the brink of a new inflationary regime, driven by "fiscal dominance" and swollen central bank balance sheets, in which hard assets such as gold, silver, oil, gas, and coal will finally have their heyday. You can read more on the commodity supercycle here: https://rvtv.io/35kVFAd
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Jan 16, 2021
Format:
Podcast episode
Titles in the series (100)
Adventures in Finance 2 - Geopolitical Framework for Investing: No investor can afford to ignore geopolitics anymore. Understand why you need a geopolitical analysis framework and how to use it to your advantage. In our ‘Things I Got Wrong’ segment, Louis Gave, Co-founder of Gavekal Research shares his errors... by Real Vision Daily Briefing: Finance & Investing