Zoltan Interview: "You basically see a commodity supercycle in embryonic form"
Commodity Super-cycle Explained
In Zoltan Pozsar’s most recent interview pursuant to his missive entitled War and Peace, he spoke with Resource Talks in mid March. During this conversation, he laid out rather cleanly the main points of that report entitled War and Peace. So we listened and wrote a follow up to that piece outlining Zoltan’s key points.
Video: Resource Talks
The Two Commodity Narratives
Three Things Governing the Second Narrative
Rate Hikes in the New Narrative
G7 Government Spending’s Themes
There are Two Outcomes from This
Rate Hike Recession Effect Summarized
How Long a Supercycle?
Zoltan Whispering Below:
Attached is a blow by blow of key concepts broken out, intended to be used as a follow along while listening or a stand alone post. It is Pozsar’s points broken out chronologically in what should be an easier to digest flow.
This will be our only post today.