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Podcast: Steady Wealth Podcast
Episode: Commodity and Energy Super Cycle
Description: While conducting an end of year review, Serge came to the conclusion that we’re very clearly in a commodity and energy super cycle.  While the length of a super cycle is usually hindsight, it’s looking like it could be from 5 to 20 years. For a long time, the energy sector wasn’t doing anything, and then between 2020 and 2022 it went up 50%. Energy stocks have gone from 3% of the S&P allocation to 5%, but could easily go up to 8, 9, or even 10%. For perspective, tech stocks make up about 26%, financial about 12%, and industrial about 9%.
With new technology coming on the...