Paulo Macro on Rolling Bubbles in Commodity Markets

We had the delight of having a detailed & candid chat with Paulo Macro.
Paulo is a financial commentator and investor who’s connect with many people over recent years because of his work analysing the macro plus in his own special style.

Our conversation focused on various commodities and their future, including uranium, gold, copper, oil (& other energy), PGMs and more.

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CHAPTERS

0:00:00 Introduction
0:01:30 Paulo's investing frameworks
0:08:20 Getting hyped on uranium
0:31:40 What next for gold
0:36:25 Which commods will the election impact
0:40:58 Are PGMs attractive?
0:49:50 The structural bull market in copper
1:06:40 Mining M&A
1:10:30 Bullish energy

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DISCLAIMER

All information in this podcast is for education and entertainment purposes only and is of general nature only.

The hosts of Money of Mine (MoM) are not financial professionals. MoM and our Contributors are not aware of your personal financial circumstances. Before making any investment decision, you should consult a licensed financial, legal or tax professional.
MoM doesn’t operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given. MoM strive to ensure the accuracy of the information contained in this podcast but we don’t make any representation or warranty that it’s accurate or up to date. Any views expressed by the hosts of MoM are their opinion only and may contain forward looking statements that may not eventuate.

MoM will not accept any liability whatsoever for any direct or indirect loss arising from any use of information in this podcast.

[robinmasters]

Paulo you are 100% right regarding the current situation with oil. Don't worry about those who question you, in a year or 2 you'll be buying their Central Park West apartment when their Nvidia share collapse.

[ronhammond]

This was one poddy that I literally listened to every...single...word. Excellent guest gents.

[lordmandelbaum]

This is one of the best vids ever. Fantastic content

[JamesHarrison]

" IS VAL really going to sit there watching Transocean buy SDRL"

Yeah, that is exactly what they are going to do

[jimcowan]

Another excellent interview guys. Thank you.

[ryanbayliss]

Great show guys, that was up there with the best.

The uranium section had be salivating for 20 solid minutes!

[Lyzaaarnew]

Definitely please get him back on for a deeper go on oil & gas!

[piotrturek]

It's cute to hear Paulo figure uranium ETF flywheels out 3 years late 😂

EDIT: The UROY stuff is even funnier 😅
EDIT2: after having watched most of it, Paulo sounds like a typical smartass macro talking head whose main return on investment is clout on social media 😊

[marklammertink]

These Earthquakes are the same as we have in The Netherland, pulling out gas out of the ground. So there is a full standstill in drilling. Now we have to import gas... Go figur...

[rvajna]

Sounds like this guy is late to the party and stays too late.