MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
Macro Voices
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What's Going on in the Commodity Markets?
commodities, unlike stocks, have to be balanced in terms of supply and demand. That's the reason that crud oil actually went to negative prices during the pandemic. So i think that commodities, if really understand what's going on, are going to be a much more opportune space to trade in for the next decade than stocks.
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