Has A Commodities Bull Market Super Cycle Started? If So, How Do You Invest In It?
Money For the Rest of Us
J. David Stein
4.5 • 1.4K Ratings
🗓️ 27 April 2022
⏱️ 30 minutes
🔗️ Recording | iTunes | RSS
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Summary
What causes secular bull and bear markets in commodities. What factors suggest a new commodities bull market has started and how can investors participate. What are the risks.
Topics include:
- What is a bull and bear market
- How long have earlier commodity bull and bear markets lasted and what were the returns
- What led to the current commodity bear market that began in 2011
- How shareholder revolts and ESG mandates have contributed to reduced investment in the commodities space, contributing to the rebound in commodity prices
- Why natural gas prices are so much higher in Europe than the U.S.
- How the shift to electric vehicles is driving the demand for commodities
- What are five ways to participate in a commodities bull market
For more information on this episode click here.
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Show Notes
Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High - Odd Lots - Bloomberg
Research—Strategas Securities
The Energy Blame Game and Other False Narratives—Energy Income Partners
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Transcript
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| 0:00.0 | Welcome to Money for the Rest of Us. |
| 0:02.9 | This is a personal financial show on Money. |
| 0:05.5 | How it works, how to invest it, and how to live without worrying about it. |
| 0:09.6 | I'm your host, David Stein, today's episode 384. |
| 0:13.0 | It's titled, Has a Commodity's Bull Market Supercycle Started? |
| 0:17.6 | If so, how do you invest in it? |
| 0:20.5 | In the early to mid-2000s, we had a lot of discussions within our research group at |
| 0:26.4 | the Investment Advisory Firm Fund evaluation group where I was a partner. |
| 0:31.1 | One of those ongoing discussions was on investing in commodities. |
| 0:36.2 | Christian Buskin, who is Senior Vice President and Director of Real Assets at FEG, kept pushing |
| 0:43.2 | back at me that we shouldn't invest in commodity futures. |
| 0:47.6 | I wanted to do so, but he insisted that we were better off investing in private energy |
| 0:53.8 | investments. |
| 0:55.0 | Christian had only been with our firm a couple years, now he's been there 20 years. |
| 0:59.4 | One of the smartest analysts I know on what is going on with commodities, energy, real |
| 1:05.7 | estate, and other real assets. |
| 1:08.8 | At the time, Christian pointed out all of the challenges with commodity futures that we've |
| 1:13.0 | discussed on this show, most recently in episode 382, the idea of negative role yield, |
| 1:19.5 | and in order to make money investing in commodity futures, commodities have to rise in price |
| 1:25.5 | more than what investors or the consensus expects because the futures price reflects |
| 1:32.3 | what investors think the correct price of what commodities should be. |
| 1:38.7 | Many of our clients at the time participated directly in private energy partnerships, |
... |
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