Zoltan Pozsar 2023 Interview (Part 1)

"Commodities have their own unique story", Zoltan Pozsar told me in an interview in 2023. Zoltan told me that despite the grim economic situation, we could still experience a bull run in commodities as the supply chains have been heavily hurt by recent events as well as decades of underinvestment in the commodity space. In this clip, he also told me which commodities he thinks will outperform over the current decade. Timestamps 00:00 Important note 00:10 Intro 01:10 Why commodities; Why now? 12:53 Why is this not the 1970s? 15:30 How long will this commodity cycle be? Was there something wrong with what the guests said? Did I fail to ask an important question? Did I make a mistake? Is my hair ugly, my voice stupid, and my face misaligned? Please tell me about it. Criticism and skepticism are highly welcome and help me learn. Thank you.