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Podcast: The ACID Capitalist Podcast
Episode: Confessions XXI: PGMs the Ethereum of Commodities
Description: Send us Fan MailChapters:00:00 Confessions Part XXI Fed Irrelevant. Macro Has Changed01:30 3D Macro03:20 De Carbonisation / De Globalisation / Demographics06:30 A Commodity Bull Market with no Brakes07:20 Oil Price $180 to $65 but 13 y later, GDP +2x & Wealth +3x08:30 Does DeCarbon De-Nuke Corporate Profits?10:00 One Bank will become risk seeking; others will follow...14:00 Worst Becomes Best - Why you should BUY @ 1998 prices16:40 Renault sold more electric cars in EU than anybody else18:20 Commodities Trade @ Historic Value Lows 3x EBITDA19:15 PGMs the Ethereum Commodity: Store of Value + Industrial App<...