GM70: The State of the Commodity Super Cycle ft. Adam Rozencwajg

This week you are in for a real treat, as Adam Rozencwajg rejoins Cem Karsan and me for a deep dive into the latest developments in the Commodity markets. It's been 15 months since Adam last appeared on the show, and he's back to share his updated perspectives on the highly anticipated next Commodity Super Cycle. Adam even unveils a fascinating and little-known fact about what often coincides with the start of a Super Cycle. We also take a closer look at key markets like Gold, Copper, and the entire Energy Complex—topics at the heart of debates surrounding the US Dollar and the Green Transition. Packed with fresh insights and thought-provoking discussions, we hope you will enjoy this conversation.

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Episode TimeStamps:

02:14 - Catching up

05:00 - What has happened since we last spoke?

12:58 - The state of the metal sector

22:06 - Thoughts on positioning in commodity trading

28:41 - Getting the timing right

42:51 - It's all about volatility

44:38 - Playing the long game

47:46 - Are investors positioning wrong?

52:40 - A carry trade bubble

54:29 - Why are many investors bullish on copper?

01:01:12 - Why are copper prices going down?

01:05:13 - Demographics - a bizarre kind of beast

01:08:40 - An over-demand of assets in China?

01:12:54 - Thoughts on the recent decline in oil

01:15:44 - What is the current level of the U.S strategic reserve?

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