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

Contents:

1. The Two Commodity Narratives

2. Three Things Governing the Second Narrative

3. Rate Hikes in the New Narrative

4. G7 Government Spending’s Themes

5. There are Two Outcomes from This

6. Rate Hike Recession Effect Summarized

7. 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.

Enjoy