Audio is streamed directly from the publisher (traffic.megaphone.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Warren Pies, founder of 3Fourteen Research. 2021 and 2022 saw commodity prices soar due to supply constraints — Warren walks through the supply and demand outlook throughout the back half of 2022.
As China reopens, conflict in Ukraine continues, and commodity prices remain elevated, will a recession lead to a decline in commodity prices, or is the inflationary impulse and supply mismatch too great to cause demand destruction? To find out, you'll have to tune in!
--
Follow : https://twitter.com/WarrenPies
Follow Alfonso: https://twitter.com/MacroAlf
Follow Blockworks: https://twitter.com/Blockworks_
Subscribe To The Macro Compass: https://themacrocompass.substack.com/
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Referenced In The Show:
Oil slips on China lockdowns, but bullish trends intact: https://www.reuters.com/markets/commodities/oil-hovers-near-13-week-high-robust-us-demand-china-optimism-2022-06-09/?taid=62a1b0ba7385bc0001a57c94
--
Timestamps:
(00:00) Introduction
(00:24) The Commodity Bull Market
(03:02) The Oil Market
(08:26) Backwardation Of The Oil Curve
(11:59) Will Demand Destruction Reduce Oil Prices?
(19:27) Supply Constrains In The Oil Market
(22:49) Industrial & Agricultural Commodities
(25:23) Government Reaction To Rising Energy Prices
--
Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.