Today Cem Karsan and I are diving into a pretty intense topic today: the looming potential for a monetary regime change that feels like it's right around the corner. We're talking to Adam Rozencwajg about how the shifts in global commodity dynamics, particularly in natural resources like oil and gas, are becoming a lot clearer as supply constraints tighten up. It's all about recognizing the signs, and we believe that the next six to nine months will be crucial for investors looking to ride this wave. We’re also throwing around some serious thoughts on how geopolitical factors are impacting these markets, especially regarding energy security. So grab a seat, because we're about to unpack why you should be paying attention to these developing trends and what they could mean for the future of commodities.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Cem on Twitter.

Follow Adam on LinkedIn.

Episode TimeStamps:

02:32 - A big picture framework - what has changed since our last conversation?

09:32 - Why are commodities so cheap today?

17:03 - Why is now the moment to go long?

31:04 - We are in a huge carry trade

47:04 - Commodities are taking over another role

51:15 - Where are the greatest opportunities in rare metals?

58:40 - It will end badly for millennials

01:04:09 - Conspiracy theories in the gold industry

01:06:55 - The outlook for the U.S energy...

GM80: Doomsday Clock Ticks: Are We Close to a Monetary Shift? ft. Adam Rozencwajg

Top Traders Unplugged