Financial Sense Newshour Ron William Warns: Entering 2026–2032 Cycle Convergence of Rising Conflict, Surging Commodities
Mar 5, 2026
Ron William, founder of RW Advisors and macro strategist focused on cycle analysis and geopolitical risk. He explains why energy was his early 2026 call. He outlines a cycle convergence framework driving a 2026–2032 reset. They discuss a generational rotation into commodities, oil volatility as a geopolitical signal, and implications of resource security and rising military spending.
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Late Cycle Rotation Into Hard Assets
- A late-cycle regime change is driving a generational rotation from paper to hard assets and equities to commodities.
- Ron William points to energy as the most undervalued commodity with outsized upside, citing XLE up ~30% and oil volatility (OVX) as an early signal.
Cycle Convergence Triggers 2026–2032 Transition
- Multiple long and medium-term cycles are converging now, making the convergence itself more important than any single cycle end point.
- RW Advisors uses Schumpeter long waves, business/ liquidity cycles, and Strauss-Howe generational cycles to time a 2026–2032 transition.
Position Portfolios For A Commodity Supercycle
- Allocate to commodities and hard assets as part of adapting to the late-cycle regime change.
- Ron William recommends positioning for a commodity supercycle, noting rotation from precious metals to energy due to structural constraints.