Hello, Subscribers:
In lieu of a standard Haymaker edition this week, we want to point you all to a recent commodity-focused interview which we recommend for its timely release and impressively informative content.
There is a happy confluence of factors in play these days for markets and for humanity: market bubbles are showing signs of near-term bursting while the prospect of increased industrial output has commodities rightfully returning to the spotlight. What a great time for perennial Haymaker favorites, Leigh Goehring & Adam Rozencwajg, authors of their eponymous natural resource-focused newsletter, to weigh in on just about all things commodity-related, as they’ve done here in conversation with Jay Martin of VRIC Media.
The interview, to which we’ve linked below (it’s available on YouTube), covers essential global commodities from copper and oil, to uranium and gold. Their analyses encompass details of supply, accessibility, geopolitical considerations, and market reactions. The result of their extensive breakdowns is a 3-D understanding of each commodity’s outlook in terms of broader economic impact and investor opportunity.