Are Commodities Approaching Last Inning of Cycle?

The video discusses the current state of the commodities and banking sectors, highlighting the impact of economic cycles, interest rates, and fiscal policies. It examines the potential for continued growth in commodity prices and the banking sector's resilience amid rising interest rates. The video also explores equity market trends, the role of fiscal policy, and the risks of market exuberance, emphasizing the importance of monitoring economic indicators and market participation.

What assumptions need to be made about China or Trump's infrastructure spending to see a rebound in commodity prices continuing?

How do economic indicators suggest the return of 'animal spirits' in the commodities sector?

What skepticism exists regarding President Trump's administration and its infrastructure spending proposals?

What impact does the moderation of the Chinese housing market have on commodity prices?

In what ways are banks expected to perform in a rising interest rate environment?

What are the implications of the current economic cycle on stock and bond performance?

How does the return of 'animal spirits' relate to the potential for a new economic bubble?