What causes secular bull and bear markets in commodities. What factors suggest a new commodities bull market has started and how can investors participate. What are the risks. Topics include: What is a bull and bear marketHow long have earlier commodity bull and bear markets lasted and what were the returnsWhat led to the current commodity bear market that began in 2011How shareholder revolts and ESG mandates have contributed to reduced investment in the commodities space, contributing to the rebound in commodity pricesWhy natural gas prices are so much higher in Europe than the U.S.How the shift to electric vehicles is driving the demand for commoditiesWhat are five ways to participate in a commodities bull market For more information on this episode click here. Sponsors LinkedIn - post your job for free by using this link Policygenius Show Notes Jeff Currie on the 'Volatility Trap' Keeping Commodity Prices So High - Odd Lots - Bloomberg NGP Energy Capital Research—Strategas Securities The Energy Blame Game and Other False Narratives—Energy Income Partners Related Episodes 296: Why Negative Prices Exist and What Can They Teach Us 340: Climate Change, ESG, and What Should Investors Do? 351: How to Profit From Carbon Investing While Combatting Climate Change 382: Is A Famine Next? Food Inflation, Food Riots, and Investing in Commodities and Other Real Things See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Why food costs are soaring and what we can do about it. Why inflation rates could start to drop. Why commodity futures, including agriculture futures, have been lousy inflation hedges, and what has worked better. Topics covered include: Previous investment recommendations by Money For the Rest of Us to combat inflationWhy commodity futures hedge against unexpected inflation but have underperformed inflation over the long-termA recommended ETF for investing in commodity futuresWhat is causing the jump in food prices and fertilizerWhy the risk of food shortages is increasing and what are remedies to solve itWhy agriculture price increases don't always lead to higher food costs at the storeWhy inflation rates could slow in the coming months For more information on this episode click here. Episode Sponsors Composer automated trading platform Policygenius Show Notes Ukraine War Threatens to Cause a Global Food Crisis by Jack Nicas—The New York Times Russia’s invasion of Ukraine is causing record-high food prices—The Economist As sanctions bite Russia, fertilizer shortage imperils world food supply by Tom Polansek and Ana Mano—Reuters All That’s Stopping a Full-Blown Food Crisis? Rice by Javier Blas—The Washington Post Packaged-food firms are running out of room to raise prices—The Economist Prospective Plantings, March 31, 2022—USDA Related Episodes 232: Is It Time To Invest In Commodities? 309: Investments to Fight Financial Repression 312: What the Federal Reserve’s New Policies Mean For Your Finances 336: Own What Is Real 338: The National Debt, Inflation, and the U.S. Dollar—What Could Go Wrong? 342: Is Another Great Inflation Coming? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.