GM80: Doomsday Clock Ticks: Are We Close to a Monetary Shift? ft. Adam Rozencwajg
Top Traders Unplugged
Niels Kaastrup-Larsen
4.8 • 670 Ratings
🗓️ 5 March 2025
⏱️ 80 minutes
🧾️ Download transcript
Summary
Today Cem Karsan and I are diving into a pretty intense topic today: the looming potential for a monetary regime change that feels like it's right around the corner. We're talking to Adam Rozencwajg about how the shifts in global commodity dynamics, particularly in natural resources like oil and gas, are becoming a lot clearer as supply constraints tighten up. It's all about recognizing the signs, and we believe that the next six to nine months will be crucial for investors looking to ride this wave. We’re also throwing around some serious thoughts on how geopolitical factors are impacting these markets, especially regarding energy security. So grab a seat, because we're about to unpack why you should be paying attention to these developing trends and what they could mean for the future of commodities.
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Episode TimeStamps:
02:32 - A big picture framework - what has changed since our last conversation?
09:32 - Why are commodities so cheap today?
17:03 - Why is now the moment to go long?
31:04 - We are in a huge carry trade
47:04 - Commodities are taking over another role
51:15 - Where are the greatest opportunities in rare metals?
58:40 - It will end badly for millennials
01:04:09 - Conspiracy theories in the gold industry
01:06:55 - The outlook for the U.S energy...
Transcript
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| 0:00.0 | The equivalent of the doomsday clock of how many minutes we are from a monetary regime change, |
| 0:11.6 | I would say it would be at 1159. |
| 0:13.5 | It seems like we're awfully close. |
| 0:15.5 | So is it today, tomorrow? |
| 0:16.7 | No. |
| 0:17.7 | Is it in the next six months? |
| 0:18.6 | Again, I think that for the first time, I see a potential |
| 0:23.6 | catalyst in the near future more than I've seen in the past. So again, watch this space. |
| 0:31.5 | Imagine spending an hour with the world's greatest traders. Imagine learning from their |
| 0:36.6 | experiences, their successes, |
| 0:38.3 | and their failures. Imagine no more. Welcome to Top Traders Unplugged, the place where you can learn |
| 0:45.3 | from the best hedge fund managers in the world so you can take your manager due diligence |
| 0:49.3 | or investment career to the next level. Before we begin today's conversation, |
| 0:54.6 | remember to keep two things in mind. |
| 0:56.5 | All the discussion we'll have about investment performance |
| 0:58.9 | is about the past, |
| 1:00.3 | and past performance does not guarantee |
| 1:02.1 | or even infer anything about future performance. |
| 1:05.3 | Also understand that there's a significant risk |
| 1:07.3 | of financial loss with all investment strategies, |
| 1:09.6 | and you need to request and |
| 1:11.2 | understand the specific risks from the investment manager about their product before you make |
... |
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