Oil, Gold, and Grains Are Only Getting Started, He Says

Barron's Streetwise

Barron's

Business

4.7 • 1.6K Ratings

🗓️ 14 April 2023

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

John LaForge at Well Fargo Investment Institute lays out the case for a bullish commodities super-cycle. Plus, brace for a lot more store closings. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Time for Diet Coke, mate. Yes, yes, yes!
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0:14.0	I really need a good zap.
0:16.0	Love what you love. Diet Coke.
0:19.0	Get runway ready. A chance to win the ultimate shopping experience
0:23.0	plus hundreds of prizes curated by Kate Moss.
0:26.0	From a Paxen store, 18 plus teas and teas visit Coke.co.uk slash break.
0:31.0	Commodity super cycles are not about the underlying economy globally.
0:35.0	They are about a lack of supply.
0:37.0	The reality is, supply during a super cycle bull is such an overwhelming issue
0:42.0	that in commibrations can still rise even if demand is off a little bit.
0:48.0	Hello and welcome to the Baron Streetwise podcast. I'm Jack Howe.
0:51.0	And the voice you just heard is John LaForge.
0:54.0	He's the head of real asset strategy at Wells Fargo Investment Institute.
1:00.0	Wiffy adds it's known to absolutely no one.
1:03.0	John is a commodities guy in a moment.
1:06.0	He'll lay out the case that we're in a bullish super cycle that could last for years longer.
1:11.0	We'll also hear from a retail analyst who says,
1:14.0	a recent law in store closings just ended.
1:17.0	Get ready for 50,000 more closures over the next five years.
1:24.0	Listening in is our audio producer, Jackson. Hi, Jackson.
1:31.0	Hi, Jack.
	...

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