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Are commodities setting up for the next major market cycle?
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ticker lesson
Breakdown
0:00lesson
Money supply growth and asset rotation
- Money supply up 50% since COVID
- Inflation drives asset price increases
- Historical rotation of money into stocks
- QE initiated in 2008 after 2000 crash
- Debt market in doubt requires massive money printing
0:45Bonds· ticker
Bonds as a critical market
- Debt market bigger than stock market
- Need for massive money printing to save bonds
- Yields kept up via money printing
1:15Bloomberg Commodity Index· ticker
Commodities index as a broad measure
- Bloomberg Commodity Index is well weighted
- Not heavily weighted on energy
- Index peaked at 235 in 2008
- Currently at 146, halfway back to high
2:00Gold· ticker
Gold as an inflation hedge
- Gold prices rise with inflation
- Inflation over 18 years shown in commodities index
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