Awesome Goat digests the web for you.
Home

Featured Reads

The Goat Timeline
Browse all public reads
Read the docs
Blog
Sign In

Interview «Everything Is in Place for a Capex-Driven Commodity Super-Cycle»

themarket.ch / English

«When you look at the skew of risks, it seems prudent to put on hedges, to worry that something stupid will happen in the world»: Marko Papić. (Photo: Bloomberg)
Interview

«Everything Is in Place for a Capex-Driven Commodity Super-Cycle»

The situation in Ukraine remains volatile. Marko Papić, Partner and Chief Strategist at Clocktower Group, talks about the consequences of the war for financial markets and explains why he sees political destabilization in Russia as a catalyst for a structural bull market in commodities.
Christoph Gisiger 18.07.2023

published almost 2 years ago



Previous

Interview «This Is an Inflection Point in the Semiconductor Cycle»
discovered almost 2 years ago

Next

«Good Story & Good Chart» Saves You a Lot of Trouble
discovered almost 2 years ago

See all items from the same source

Nothing in this site constitutes investment, legal, tax or other advice and it is not to be relied upon in making any investment decision.

This site is under active development and it is nowhere near what I would consider alpha version.

Awesome Goat ߦ 2024 Follow on Twitter

Cookie policy: There are no cokies. Except for user authentication.

There are no Site Analytics. I have no idea what you do.

Visual Design is known weakness. Priority is function over form.

Popular Social Media site feeds are under development.

Thank You for using Awesome Goat.