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Strategies & Market Trends : Dino's Bar & Grill
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To: Goose94 who wrote (131878)8/26/2022 5:54:54 AM
From: Goose94Read Replies (1) of 203158
 
Gold: The End of Globalisation Will Underpin a Major Commodity Bull Market

00:00 Introduction
00:38 UK Utility Price Cap and Powell Jackson Hole speech
03:22 The Fall of the Soviet Union
05:19 The seeds of globalization
06:00 The West exports inflation
08:31 Zoltan Pozsar says the West has divorced Russia and China
11:57 End of globalization, commodity intensity, and inflation
15:25 Tavi Costa of Crescat Capital has also been pointing to commodities underinvestment
17:16 Market update
22:58 Conclusion
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