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Has A Commodities Bull Market Super Cycle Started? If So, How Do You Invest In It?

26 min • 27 april 2022

What causes secular bull and bear markets in commodities. What factors suggest a new commodities bull market has started and how can investors participate. What are the risks.

Topics include:

  • What is a bull and bear market
  • How long have earlier commodity bull and bear markets lasted and what were the returns
  • What led to the current commodity bear market that began in 2011
  • How shareholder revolts and ESG mandates have contributed to reduced investment in the commodities space, contributing to the rebound in commodity prices
  • Why natural gas prices are so much higher in Europe than the U.S.
  • How the shift to electric vehicles is driving the demand for commodities
  • What are five ways to participate in a commodities bull market


For more information on this episode click here.

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Show Notes

Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High - Odd Lots - Bloomberg

NGP Energy Capital

Research—Strategas Securities

The Energy Blame Game and Other False Narratives—Energy Income Partners


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351: How to Profit From Carbon Investing While Combatting Climate Change

382: Is A Famine Next? Food Inflation, Food Riots, and Investing in Commodities and Other Real Things


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