Rapid Emerging Market Growth Insanely Bullish For Commodities: Louis Gave

Commodity Culture
Commodity Culture
8.6 هزار بار بازدید - 5 ماه پیش - Louis Gave thinks that those
Louis Gave thinks that those bearish on commodities due to a potential recession are discounting the pace and size of emerging market development. Louis argues that as a new middle class establish themselves in places like India, Latin America, and across Asia, precious metals, copper, uranium, and energy prices are headed much higher.

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00:00 Introduction
01:25 Economy and Geopolitics
06:54 Is the Chinese Economy in Decline?
12:59 China's Impact on Commodities
17:21 Outlook on Gold & Silver
23:44 The Rise of Copper
27:03 Addressing Bear Cases For Energy
35:23 Will They Lock Us Down Again?
40:25 Uranium and Nuclear Energy

#emergingmarkets #commodities #gold #silver
5 ماه پیش در تاریخ 1403/02/12 منتشر شده است.
8,650 بـار بازدید شده
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