Rapid Emerging Market Growth Insanely Bullish For Commodities: Louis Gave
May 01, 2024•47 min•Ep. 179
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Episode description
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.com
Follow Louis on X: https://twitter.com/gave_vincent
Follow Jesse Day on X: https://x.com/jessebday
Commodity Culture on Youtube: https://youtube.com/c/CommodityCulture
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