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Mukarram Mawjood is here to share on commodity cycles and investor sentiment secrets. He discusses his focus on alternative assets including precious metals, crypto, and real estate, highlighting silver as his top current pick due to its price lag behind gold and significant upside potential. He explains how gold’s recent surge has largely priced in geopolitical risk, while silver remains undervalued despite industrial demand. He also touches on market psychology, gold-to-silver ratios, and how cryptocurrencies are increasingly competing with gold as alternative stores of value.

Mukarram's firm invests heavily in physical metals, crypto, and real estate—assets with inverse correlation to the U.S. dollar.
Silver is seen as significantly undervalued relative to gold, presenting a price arbitrage opportunity.
He sees silver’s price lag as typical behavior in precious metal bull cycles, with major catch-up potential.
Central banks buying gold has driven recent price action, while silver remains overlooked by both institutions and retail investors.
Geopolitical tensions have driven gold's rise as a safe haven, but easing global instability could rotate capital into silver.
Mukarram emphasizes timing and patience—investors should scale into undervalued assets before the move happens.
Crypto has diverted some capital from gold but believes both assets serve different investor needs.
During COVID, gold quietly doubled from 1,200 to over 2,000, which many missed due to lack of long-term positioning.
Bitcoin and crypto sometimes move like metals, but when metals act as a safe haven, crypto typically does not.
Crypto currently offers opportunity not because it's strong, but because it’s been beaten down while gold rallied.
Bitcoin may still hit 100K–200K, but other assets may outperform it percentage-wise during its rise.
Ethereum has mixed sentiment in the crypto community, but Solana is gaining more institutional adoption.
Major crypto news events often coincide with local tops, especially in bull markets.
Crypto cycles are faster (typically 18 months), while metals like gold and silver move in 3–5 year timelines.
Crude oil's recent stagnation shows how macro factors like tariffs and recession fears can override seasonal patterns.
Commodities should be chosen based on correlation to the U.S. dollar and liquidity conditions.
Successful trading is 75% mindset and only 25% technical skill, especially in volatile markets like crypto.

For more information, visit the show notes at https://moneytreepodcast.com/commodity-cycles-mukarram-mawjood-722

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Phil Weiss | Apprise Wealth Management

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.0	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.0	Hello, Smart Money Tree Podcasts listeners. Welcome to this week's show. My name is Kirk Chisholm and I'll be your host.
0:15.0	So today I'm joined with McCarram Majood. How do I, Macarm?
0:19.0	Great, Kirk. Glad to be you here. Yeah, glad to have you
0:21.7	in the show. This would be fun. McCarm, tell us a little bit about your background for the listeners
0:25.2	who are not familiar with you. I am the chief investment officer of Blackstone Commodity Group.
0:30.8	We do a lot of alternative assets, and we've been doing that for almost 20 years. I also have an education arm for our company,
0:38.5	and that's called Booleanite. And that's where I do a lot of trading education and a mindset
0:43.0	education when it comes to investing and trading. So you're an alternatives. What kind of
0:46.9	alternatives? What's an alternative for you? Physical metals like gold, silver, cryptocurrency,
0:52.5	real estate. We've been doing that since 2009, especially since we saw a shift in the market that we
0:58.0	believed with the US dollar.
0:59.9	So anything that we believe has an inverse correlation to the dollar is a good alternative
1:05.7	asset.
1:06.7	What's your favorite asset right now, given what's going on in the world?
1:09.0	I think what I like now, I mean, we've been in physical metals, especially gold, for a better part of two years. And I think it's
1:15.7	time to scale out. And we've been scaling out of actual gold. The silver, I think, is a great
1:20.7	asset to be in because there's a price arbitrage opportunity there. So I would say silver in favor
1:26.0	of gold and then cryptocurrency, because we haven't seen
1:29.5	the move yet. And that's what I think we want to make sure that everyone understands. If the
1:33.9	move's already happened, we want to be in something where, what the next move's going to be, right?
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Commodity Cycles And Investor Sentiment Secrets

Money Tree Investing

Money Tree Investing Podcast

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