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Episode TimeStamps:
02:26 – Introduction to Tor Svelland
06:18 – How have commodity markets evolved?
09:19 – More opportunities in commodity markets?
11:32 – Why Tor started his own firm
14:15 – Tor's outlook for the commodity markets
17:10 – What has driven the flat trend in the major industrial markets?
20:09 – Are we in a super cycle?
22:55 – Translating trends into trades
24:47 – Which markets will benefit from the energy transition?
26:55 – A slow transition
31:14 – The temperature of the global economy
35:21 – Where will we see signs of recession?
39:13 – Is disinflation a major trend?
41:14 – How extreme can it get?
42:42 – How will Europe meet its energy demands going forward??
45:13 – How the defense spending will impact markets
47:07 – Taking advantage of the spikes in markets
51:06 – How volatility sellers affect markets
52:56 – Additional observations in the commodity markets
55:18 – Putting it all together
56:52 – Why has gold miners been so slow?
58:27 – Private capital taking over?
59:20 – Advice for other investors
01:00:30 – Thanks for listening