Photo by Martin Adams on Unsplash
It was great chatting with Jesse from Commodity Culture on why the Energy Cliff will be BAD NEWS for financial assets. Unfortunately, the market doesn’t understand this as they continue to purchase a record amount of U.S. Treasuries and global bonds of all flavors.According to SIFMA Research, the Global Bond Market increased from $119 trillion in 2021 to $129.8 trillion in 2022, while total World Gold Demand was a paltry $300 billion. I’d imagine 2023 will be another record year as Financial Paper is the new Investment Fad.Video Length: 00:33:20More By This Author:More Shorter Term Boom & Bust Cycles
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