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Supply Shortfall in Commodities is Huge, Market is Starting to Take Notice
Manage episode 379096484 series 2966290
Jay Martin believes that years of underinvestment in the commodities sector, combined with massive supply deficits across the commodities spectrum, is leading to a bull market that will realign asset allocations and put hard assets at the top of the pack. Jay also opens his portfolio and reveals where he is investing in preparation for the shift he is seeing towards natural resources.
The Commody University: https://thecommodityuniversity.com
Sign up for my free weekly newsletter: https://jaymartin.substack.com/subscribe
213 פרקים
Manage episode 379096484 series 2966290
Jay Martin believes that years of underinvestment in the commodities sector, combined with massive supply deficits across the commodities spectrum, is leading to a bull market that will realign asset allocations and put hard assets at the top of the pack. Jay also opens his portfolio and reveals where he is investing in preparation for the shift he is seeing towards natural resources.
The Commody University: https://thecommodityuniversity.com
Sign up for my free weekly newsletter: https://jaymartin.substack.com/subscribe
213 פרקים
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