In this episode of investment uncut, we speak to Chris Watling, CEO and Chief Market Strategist at Longview Economics, to unpack where we are in the commodity cycle, whether talk of a new “supercycle” is justified, and how investors should approach commodities today. We discuss misconceptions, the impact of global tensions on trade flows, and where the biggest opportunities and risks may lie over the next few years.
What’s one thing you would like listeners to take away?
- “We are in a new commodity super cycle and within super cycles, you rotate between commodity sections and groups. Commodities in aggregate will be a great diversifier over the next 10 years.”
- This episode was recorded for LCP’s Investment Uncut podcast, click here to hear more.