Rapid Emerging Market Growth Insanely Bullish For Commodities: Louis Gave

Commodity Culture - A podcast by Jesse Day

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Louis Gave thinks that those bearish on commodities due to a potential recession are discounting the pace and size of emerging market development. Louis argues that as a new middle class establishes themselves in places like India, Latin America, and across Asia, precious metals, copper, uranium, and energy prices are headed much higher. Gavekal: https://web.gavekal.comFollow Louis on X: https://twitter.com/gave_vincent Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Y...