Russia’s Game of Thrones, Small Caps’ Big Gains, and Legacy Media Meltdown 6/26/23
The Exchange
00:00
The Future of Commodity Prices
The Ukraine war was not significant enough of a market moving event to overwhelm those bigger picture macro issues. I think that destabilization of Russia will be one of the most important pillars of a commodity super cycle. Over the next five years, if you have the largest commodity exporter,. potentially on the road to becoming Mad Max, the road warrior scenario, then obviously we're going to suffer in terms of supply of commodities.
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