The Commodity Supercycle Has Begun

Podcast: The Flying Frisby - money, markets and more · Dominic Frisby

Opublikowano: 2026-08-26

Today’s post is short and simple. Investing is often best done that way. The short of it is this: a new commodities supercycle has begun. It’s going to last several years. You want to be long natural resources and natural resource companies. The declining purchasing power of national currencies muddies the waters, but I should say that the eventual price of commodities, metals, grains, meats, fossil fuels, softs such as coffee and cotton, is lower. This is especially the case if you measure them using a constant unit of account such as g...